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 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.

Jim Richardson
Jim RichardsonFinancial Consultant, VP

Located at:
Carter County Bank
Historic Downtown Branch

601 Elk Ave
Elizabethton, TN map
Office: 423.543.9033
Fax: 423.542.7258

Becky Proffitt
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

Stacey Ferren
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

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investments logoBroker Check full widthSecurities 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.