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623 West Main Street
Lebanon, TN 37087
Phone: 615-443-6509
Fax: 615-443-2291
1476 N Mount Juliet RD
Mount Juliet, TN 37122
Phone: 615-547-5505
Fax: 615-754-0603
1300 Main Street N
Carthage, TN 37030
Phone: 615-735-9109
Fax: 615-735-3886
Contact Us
Map & Directions www.wilsonbank.comSecurities and investment advisory services offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC, an independent broker/dealer
- are not insured by FDIC or any other bank insurance,
- are not deposits or obligations of the bank,
- are not guaranteed by the bank,
- and are subject to risks, including the possible loss of principal.
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Mission StatementAs financial advisors, our mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, we combine our experience in the financial services industry with quality investment alternatives and the latest information and technology available.
We strive to present information in a straightforward, understandable manner so that together with our clients, we can determine the most appropriate options available for their portfolios. We constantly consider changes in both the marketplace and in our clients' needs, making necessary adjustments to help them realize their financial goals.
Your Rights as a Client:- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentiality
| Click here to read the Raymond James Client Bill of Rights |
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