
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 wealth management advisors 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
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

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

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

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

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

Nick Trent
Wealth Management Advisor
Located at:
Bristol Branch
1223 Volunteer Pkwy.
Bristol, TN 37620 map
Office: 423.990.2800
Fax: 423.262.5441

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.