Through our investment management team, Mountain Commerce Bank offers sound investment strategies and beneficial financial-planning services based on your goals. We begin at the end by understanding what it is you want to achieve. Then, we work backward to implement the appropriate allocation and tactics to deliver those results.
To see if our services are right for you, please contact us at (423) 232-5017 to schedule an introductory meeting. In the meantime, we invite you to learn more about our mission, our products and services, and our team by selecting the appropriate link below.
Investment products and services at Mountain Commerce Bank are offered through an arrangement with LPL Financial, a leader in the retail financial advice market and the nation's largest independent broker/dealer. LPL provides objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
Todd Jones, a Sr. LPL Financial Consultant, and Cindy Widener, an LPL Registered Assistant, provide MCB’s Investment Services guidance at our Bearden headquarters on Kington Pike in Knoxville and Boone Ridge Road office in Johnson City.
Whether you have significant assets to manage, or you are just beginning to accumulate wealth, Todd and Cindy have the tools and experience to help you understand and better define your long-term financial goals.
We recognize that to provide maximum value, our team members must know and understand you, your current financial circumstances and your long-term aspirations. With that understanding, we can help you develop, implement and monitor a customized, conservative strategy designed to deliver results. Whether you are looking to manage debt, preserve wealth, or save for college or retirement, we will utilize all our resources to assist you in pursuing your goals. When necessary, we will tap into our network of advisors, attorneys and tax consultants to help achieve the best outcomes for you, our client. The bottom line is this: All our energy, commitment, and effort are focused on you and your satisfaction.
Through the auspices of LPL Financial, the financial services team at MCB focuses on four principal areas: Investments, Retirement Plan Consulting Services, Insurance and Financial Planning.
Fee-based Investment Management Accounts consisting of: