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 these investment products:

Stocks

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Bonds

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Individual Retirement Accounts

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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

Email Britt

East 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 Jim

Becky Proffitt

Investment 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 Becky

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

Email Amy

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 Stacey

Shane Caldwell, CFP®

CERTIFIED FINANCIAL PLANNER™
Wealth Management Advisor

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

Email Shane
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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, Wealth Management, a division of Bank of Tennessee and Carter County Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management or Carter County 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, Wealth Management, or Carter County 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.