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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
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
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
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
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
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.