WEALTH ADVISOR

Wealth Advisor Jorie Kersey in Nashville

Phone 615-309-3434
Email jorie.kersey@regions.com
Location Jorie Kersey is available by appointment at Abbott Martin

For affluent individuals looking for personalized financial expertise, Regions Private Wealth Management provides a Wealth Advisor who will take an unbiased approach to designing a customized financial strategy, informed by institutional expertise, and tailored to your specific situation.

Jorie Kersey is a Wealth Advisor for Regions Private Wealth Management in Nashville, TN who focuses not only on your immediate financial needs, but your complete financial picture to develop a comprehensive strategy to meet your goals.

Your Regions Wealth Advisor can bring a custom team of professionals together to help you maximize the return of your portfolio by helping you:

Evaluate your current situation
Set and prioritize your goals
Make informed decisions based on our analysis and recommendations
Implement your decisions by outlining action steps and facilitating the process
Monitor your progress and adjust to new situations

Additional Locations

Hickory Hollow Remote Drive Thru

5218 Hickory Hollow Parkway
Antioch, TN 37013
Belle Meade Remote Drive Thru

4301 Harding Pike
Nashville, TN 37205
Donelson Pike

301 Donelson Pike
Nashville, TN 37214
One Nashville Place

One Nashville Place, 150 Fourth Avenue N.
Nashville, TN 37219
Inglewood South

1025 Joyce Lane
Nashville, TN 37216
East Nashville

599 Gallatin Avenue
Nashville, TN 37206
Plus Park

831 Murfreesboro Road
Nashville, TN 37217
Hickory Hollow Pkwy

5236 Hickory Hollow Parkway
Antioch, TN 37013
North Nashville

1203 Seventh Avenue North
Nashville, TN 37208
Fifty First

5100 Charlotte Pike
Nashville, TN 37209
Donelson Lebanon Rd

2409 Lebanon Road
Nashville, TN 37214

Regions Investment Solutions is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: Click here to view Cetera Investment Services Privacy Policy and other Important Information. This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

Check the background of this investment professional on FINRA's BrokerCheck.

This communication is provided for educational and general marketing purposes only and should not be construed as a recommendation or suggestion as to the advisability of acquiring, holding or disposing of a particular investment, nor should it be construed as a suggestion or indication that the particular investment or investment course of action described herein is appropriate for any specific retirement investor. In providing this communication, Regions is not undertaking to provide impartial investment advice or to five advice in a fiduciary capacity.

Regions Investment Services, Inc. is a wholly owned subsidiary of Regions Bank, which is a subsidiary of Regions Financial Corporation.

Regions Investment Solutions is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC. Neither Cetera Investment Services, nor Cetera Investment Advisers is an affiliate of Regions Bank. Regions Investment Solutions, 250 Riverchase Parkway East, Hoover, AL 35244. 1 (800) 598-9168.