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

Securities 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.

Services

Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services.

• Asset Allocation - Asset allocation versus diversification - what's the difference?
• Asset Management - Discover the benefits of professional asset management.
• Estate Planning - Peace of mind takes planning.
• Financial Planning - Your financial future is important. Don't trust it to just anyone.
• Mutual Funds - Your purchasing power at work.
• Retirement Planning - Charting a course for your retirement destination.
• Stocks - How do stocks fit into my financial plan?
• College Planning - What will it take to deliver the dream?
• Bonds - Are bonds right for you?
• 401(k) - What to expect from your 401(k) advisor.
• Insurance and Annuities - Preparing for the unexpected may start with quality insurance alternatives.