investments

UVest Financial Services is the smarter way to invest. Through our partnership with UVest, we are able to offer our clients a wide array of products and services. We’re committed to making investing with us everything it should be. Our goal is to find the right investment product to fit your goals and risk tolerances.

Here are some of the investment products we offer:

  • Annuities - Fixed and Variable
  • Mutual Funds
  • Stocks
  • Government, Corporate, and Tax Advantaged Bonds
  • Brokered Certificates of Deposits (CDs)
  • IRAs
  • Employer Retirement - 401k, 403b, SEP, and SIMPLE plans
  • 529 College Savings Plans
  • Trust Accounts
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

Call or visit one of our Licensed Investment Consultants to set up an appointment today.

Loudon, Blount, & Knox Counties Bradley County
Linda Whitehead Matt Jenne
865-273-2405 423-303-2586
linda.whitehead@uvestmail.com matt.jenne@uvestmail.com
   
Sandi Bright-Greene Donna Hawkins
865-988-2226 423-303-2582
sandra.bright-greene@uvestmail.com donna.hawkins@uvestmail.com
   
Brenda Groat Jennifer Pennell
865-271-1603 423-303-3480
brenda.groat@uvestmail.com jennifer.pennell@uvestmail.com

Securities are offered by, and Investment Consultants are registered with UVEST Financial Services, member FINRA/SIPC. UVEST and First National Bank are independent entities.

Not FDIC Insured Not Bank
Guaranteed
May Lose Value
Not Guaranteed by any
Government Agency
Not a Bank Deposit
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