Wilson Bank & Trust has been meeting your needs since 1987, and since 1996 has been assisting clients with investment and financial planning needs through Raymond James Financial Services.
To learn more about each of our associates, click the division for a full biography.
Central Division - Learn More ...
623 West Main Street
Lebanon, TN 37087
Phone: 615-443-6509
Fax: 615-443-2291
Map & Directions
E-mail Central
Larry Squires, CFP®: Raymond James Branch Manager
Mike Flanagan, CPA*/PFS, CFP®
*CPA service is not a service of Raymond James Financial Services, Inc.
David Walden, CFP®: Raymond James Financial Advisor
Heather Harville: Raymond James Registered Financial Assistant
Karen Martin: Raymond James Registered Operations Manager
Beth Williams: Administrative Assistant
Offices are located in the branches of Wilson Bank & Trust, in Lebanon and Hartsville.
West Division - Learn More ...
1476 N. Mt. Juliet Road
Mount Juliet, TN 37122
Phone: 615-547-5505
Fax: 615-754-0603
4736 Andrew Jackson Parkway
Hermitage, TN 37076
Phone: 615-232-5978
Fax: 615-885-3747
E-mail West
Jim Whatley, Jr., CLU: Raymond James Financial Advisor
Ann Guarneri: Financial Assistant
Offices are located in branches of Wilson Bank & Trust in the following cities: Mount Juliet and Hermitage.
East Division - Learn More ...
Community Bank of Smith County
1300 Main Street North
Carthage, TN 37030
Phone: 615-735-9109
Fax: 615-735-3886
Community Bank of Gordonsville
7 New Middleton Hwy.
Gordonsville, TN 38563
Dekalb Community Bank
576 West Broad Street
Smithville, TN 37166
Phone: 615-597-1978
Fax: 615-597-1960
Trousdale Bank and Trust
127 McMurray Blvd.
Hartsville, TN 37074
Phone: 615-374-4133
After hours and Wednesdays: 615-374-0301
Fax: 615-371-9725
E-mail East
Stephen Russell: Raymond James Financial Advisor
Evelyn Lawson: Raymond James Registered Financial Assistant
Offices are located in branches of Wilson Bank & Trust in the following cities: Carthage, Gordonsville, and Smithville. Hartsville is a registered meeting location.
Southern Division - Learn More ...
Memorial Boulevard
3110 Memorial Boulevard
Murfreesboro, TN 37129
Phone: 615-904-6350
Fax: 615-867-4554
E-mail Southern
Dr. John Lee, CFP ®: Raymond James Financial Advisor
Offices are located in branches of Wilson Bank & Trust in the following cities: Murfreesboro.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
