INVESTMENTS

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

WE’LL HELP YOU PLAN FOR THE FUTURE

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:

Stocks

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Bonds

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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.

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

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 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

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

Nick Trent

Wealth Management Advisor

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

Email Nick

Knoxville, Tennessee

Melissa Mijares

Wealth Management Advisor

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 Melissa
LPL ACCOUNT VIEW

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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.