Investment Services

Southern Heritage Investment Services may be appropriate if you want ... Sound guidance for today’s global marketplace … comprehensive and competitive products to pursue your financial goals … and experienced practical guidance in your investment strategies.

Southern Heritage has formed a relationship with LPL Financial, to provide you with a wide variety of products and services … including stocks, bonds and other securities. You can rely on Madison Trewhitt, Financial Consultant, to help you determine what products are best matched with your financial goals.

Products Available through LPL Financial

  • Individual Stocks and Bonds
  • Mutual Funds
  • Insurance
  • Fixed and Variable Annuities
  • IRAs
  • 401(k) and  Other Types of Qualified Retirement Plans

Service Features

  • Unique solutions to fit your needs
  • Personalized, professional investment advice
  • No-cost, no-obligation consultation

We invite you to explore how Southern Heritage Investment Services can help you evaluate and achieve your investment goals.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities offered through LPL Financial. Member FINRA / SIPC Insurance products offered through LPL Financial or its licensed affiliates. Southern Heritage Bank and Southern Heritage Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: Tennessee.

Madison S. Trewhitt III

Financial Consultant