Vanessa Newman

Vanessa Newman
Premier Advisor

7121 Highway 70 S

Nashville, TN 37221

About me

Background

As a Premier Advisor serving clients throughout the Nashville market, I help individuals and families navigate the intersection of banking, lending, and long-term financial planning. My focus is on building trusted relationships and providing guidance that helps clients make informed financial decisions with confidence.

I work closely with clients to understand their complete financial picture, from day-to-day cash flow and deposit strategies to credit needs, wealth-building opportunities, and major life events. By taking a holistic approach, I help clients identify how their banking relationships, borrowing decisions, and financial goals work together to support their overall success.

My philosophy is built on proactive guidance, meaningful conversations, and personalized solutions. Whether helping a client manage liquidity, evaluate lending options, plan for future milestones, or coordinate with specialized resources, I strive to help deliver an experience that is thoughtful, responsive, and centered on what matters most to each client and family.

This relationship-driven approach allows me to serve as a trusted resource, helping clients navigate financial decisions today while preparing for the opportunities and challenges of tomorrow. 


Registered Representative, Truist Investment Services, Inc.  Investment Advisor Representative, Truist Advisory Services, Inc.

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

Education

Master of Eduction
Vanderbilt University
Bachelor of Science
Belmont University

Personal interests

Outside of work, I enjoy spending time with my daughter, her pup, and dear friends. I also love reading, hiking, and traveling internationally to experience new cultures.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

Locations

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