333 Commerce Street
9th Floor
Nashville, TN 37201
Request a call Call 615-251-0720
About our office
The Nashville team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep knowledge working withbusiness owners,corporate executivesandwomen; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work towards the life and legacy you envision and deserve.
Meet our Private Wealth Management team
Clay Evans
Private Wealth Advisor
615-251-9208
Contact Clay
Garr Schwartz
Private Wealth Advisor
615-251-0777
Bio page Contact Garr
Will Thompson
Private Wealth Advisor
615-251-0790
Bio page Contact Will
April Wade
Private Wealth Advisor
615-982-1397
Bio page Contact April
“Leveraging knowledge gained and experiences acquired from the past is the best way to navigate and adapt to the future. These skills are very useful when we serve our private wealth clients.”
– Sam J. Albritton, Market Leader, Kentucky, Tennessee and North Carolina
Engaged in our communities
U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $1 million in U.S. Bank Foundation and corporate giving and 3,500 in volunteer hours. Our team is actively involved in providing support through the YWCA Wine, Women, and Shoes event, Advancing Women in Nashville, Habitat for Humanity and others.
Our services
Wealth planning Investment management Banking
Trust and estate services Business planning Charitable giving
Insurance Specialty asset management
Insurance products are available through our affiliate U.S. Bancorp Investments.
Insights from our experts
Market news
Read our up-to-date reports on economic events and news from the markets.
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Resources and tips for women entrepreneurs
Funding, advice and networking support can help you sustain and grow your business.
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4 ways to manage concentration risk in your portfolio
How to diversify a concentrated, and potentially risky, portfolio.
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Disclosures
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Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.
U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
For U.S. Bank:
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association andsubject to normal credit approval.
U.S.Bank is not responsible for and does not guarantee the products, services or performance of U.S.Bancorp Investments, Inc.
U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.
For U.S. Bancorp Investments:
Insurance products are available through various affiliated non-bank insurance agencies, which are U.S.Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.
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