Morteza Karimian, CLU®
President & CEO for Chattanooga
735 Broad Street, Suite 804
Chattanooga, TN 37402
An investment advisor representative and chartered life underwriter (CLU) certificate, Mory Karimian helps his clients accumulate and preserve wealth. He focuses on strategies for closely held businesses and estate conservation for business owners, other key professionals, and wealthy individuals.
He believes his role is to be an advocate for his clients and the children and spouses who would be affected by the premature death or disability of the breadwinner or by a lack of preparation for their future. He always works toward the entire family’s financial stability and well-being.
Making Chattanooga his home since 1980, Mory has been an active member in a variety of civic organizations, including the Hamilton Place Rotary, NAIFA of Chattanooga, and the Chattanooga Junior Chamber of Commerce, where he served on the board of directors for two years.
Particularly close to his heart is the River Valley Chapter of the March of Dimes, where he served as an at-large board member, executive board member, committee chairman, and treasurer before serving as board chairman in 1999 and 2000.
Mory believes that if he can make a difference in someone else’s life by his involvement in these great organizations, then it is but a small token of his appreciation for a community that has been so wonderful to him and his family. He currently lives with his wife, Rachel, and their children, Tahereh (Rae) and Dahra, in the Signal Mountain area.