Wealth Management
Main Wealth Management

Athens Federal Investment and Retirement Services Division

Athens Federal Investment and Retirement Services is a division of Athens Federal Community Bank. Our teams approach to wealth management puts you at the center of everything. Our proactive investment representatives will work hard to understand your needs and coordinate an aligned strategy by looking at all aspects of your finances. Even more important than that, we deliver unbiased, independent advice and a highly-personalized level of service that help make the most of your time.



The professionals at Athens Federal Investment & Retirement Services have access to:

Mutual Funds 
Variable Annuities
Brokerage Accounts
IRAs*
Fixed Annuities
Life Insurance*


*Offered through Athens Federal Community Bank

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
 
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Athens Federal Community Bank and Athens Federal Investment & Retirement Services Division are not registered broker/dealers, nor are they affiliated with Raymond James Financial Services.

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Talk to a Representative

GET TO KNOW OUR PEOPLE

Investment Representatives
Matt Dannel 
Fred Burke 
Jeremy Loftis
Investment Division Assistant
Mari Harbin 

Athens
106 Washington Avenue
423-745-1111

Cleveland
3855 North Ocoee Street, Suite 1
423-476-0667