Commercial Investments

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

Commercial Investment SErvices

We’re Here To Help

Meet Our Team

Our Financial Consultants 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

Britt Woods

President 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

Northeast Tennessee Region

Jim Richardson

Wealth 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

Amy Edwards, CFP®, MSAP®,CRPS®

CERTIFIED FINANCIAL PLANNER™
Wealth Management Advisor

Located at:
Med Tech Branch
100 Med Tech Pkwy
Johnson City, TN 37601 map
Office: 423.262.4311
Fax: 423.262.5441

Stacey Ferren

Investment Support Specialist, LPL Financial

Located at:
Med Tech Branch
100 Med Tech Pkwy
Johnson City, TN 37601 map
Office: 423.262.4311
Fax: 423.262.5441
Email

Shane Caldwell

Wealth Management Advisor

Located at:
Mountcastle Branch
112 E Mountcastle Dr
Johnson City, TN 37601 map
Office: 423.262.9500
Fax: 423.542.7258

Nicholas Trent

Wealth Management Advisor

Located at:
Bristol Branch
1223 Volunteer Pkwy.
Bristol, TN 37620 map
Office: 866.378.9500
Fax: 423.262.5441

Knoxville, Tennessee

Melissa Mijares, MBA

Wealth 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

LPL Account View Access

Need to Login?

Securities offered through LPL Financial, Member FINRA, SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor. Bank of Tennessee and BOT Investments are not registered broker/dealers and are not affiliated with LPL Financial.
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.