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Our investment representatives can help you plan a suitable investment strategy.


Investment Services

Whether your goals include college education funding, retirement planning, extra income generation, or tax reduction strategies – we are committed to helping you reach them. Learn more about Investment products:



Individual Retirement Accounts

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Customized Investment Solutions

Through our relationship with LPL Financial, we offer access to a variety of investment options tailored to fit your individual needs. We specialize in:

  • Retirement Planning
  • Long-Term Care Insurance

how you how to make your money work harder. We’ll arrange a free, no obligation appointment and prepare a financial plan customized to your individual investment goals and objectives.

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.


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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.