Commercial Investments

Access to many different qualified retirement plans to suit the needs of your company.

Commercial Investment Services

Let our investment representatives help your business develop an investment strategy to suit your company’s individual investing needs. Our selection includes 401k plans, pensions, profit sharing and much more.

Learn more about: – Stocks BondsIRAs

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Meet Our Team

Our Wealth Management Advisors are here to help you with your investment needs, providing guidance and the attention your unique situation deserves. Contact one of our financial consultants today.

Middle Tennessee Region

Circle-Photo-Britt-Woods
Britt WoodsPresident of Wealth Management
Bank of Tennessee

Located at:
Green Hills Branch
2210 Crestmoor Rd Ste 1
Nashville, TN 37215 map
Office: 615.347.0769
Fax: 423.262.5441
Email

Northeast Tennessee Region

Jim Richardson
Jim RichardsonWealth Management Advisor, SVP

Located at:
Carter County Bank
Historic Downtown Branch

601 Elk Ave
Elizabethton, TN map
Office: 423.543.9033
Fax: 423.542.7258
Email

Becky Proffitt
Becky ProffittInvestment Support Specialist

Located at:
Carter County Bank
Historic Downtown Branch

601 Elk Ave
Elizabethton, TN map
Office: 423.543.9034
Fax: 423.542.7258
Email

Circle-Photo-Shane Caldwell-fix
Shane CaldwellWealth Management Advisor

Located at:
Bank of Tennessee
Mountcastle Branch

112 E Mountcastle Dr.
Johnson City, TN map
Office: 423.282.9500
Fax: 423.542.7258
Email

Circle-Photo-Nick Trent fix
Nicholas TrentWealth Mangement Advisor

Located at:
Bristol Branch
1223 Volunteer Pkwy.
Bristol, TN 37620 map
Office: 423.990.2800
Fax: 423.262.5441
Email

Stacey Ferren
Stacey FerrenInvestment Support Specialist
LPL Financial

Located at:
Med Tech Branch
100 Med Tech Pkwy
Johnson City, TN 37601 map
Office: 866.378.9500
Fax: 423.262.5441
Email

Knoxville, Tennessee

Circle-Photo-Melissa Mijares-fix
Melissa Mijares, MBAWealth Management Advisor, VP

Located at:
Knoxville Branch
Brookview Retail Building B Suite 112,
224 Brookview Centre Way,
Knoxville, TN 37919 map
Office: 866.378.9500
Fax: 423.262.5441
Email

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Brokercheck - Finra Logo 2
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bank of Tennessee and Wealth Management, a division of Bank of Tennessee are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management, and may also be employees of Bank of Tennessee. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bank of Tennessee or Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not FDIC Insured | Not Bank Guaranteed | May Lose Value
Not a Bank Deposit | Not Insured by Any Federal Government Agency
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial’s U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.