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 – Bonds  – IRAs

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

Make an appointment today with one of our investment representatives. We can answer any of your investment questions and show 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 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

Circle-Jim Richardson 300×300 LPL
Jim RichardsonWealth Management Advisor, VP

Located at:
Carter County Bank
Historic Downtown Branch
601 Elk Ave
Elizabethton, TN map
Office: 423.543.9033
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-Beck Proffitt 300×300-LPL
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-Amy Edwards 300×300-new
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

Circle-Stacey Ferren 300×300-LPL
Stacey FerrenInvestment 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

Circle-Photo-Nick Trent fix
Nick TrentWealth Management Advisor

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

Knoxville, Tennessee

Circle-Photo-Melissa Mijares-fix
Melissa MijaresWealth 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

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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 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.