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Our Team



The Wilson Bank & Trust Investment Center 

Our team of 12 financial advisors and 7 assistants services over 7 counties of Middle Tennessee, all with the same commitment to putting the needs of our clients first. No two financial portfolios are identical, because no two people have the same needs and life goals. Our business is people and their financial well-being. That is the foundation on which we were built.


 

$750 million+

Assets Under Management

12

Financial Advisors

5

Registered Locations

20

Average Number of Years of Experience in the Financial Industry per Advisor

Our Philosophy

Our philosophy is simple:  We always do what is right for our clients, and in return, we earn their trust. We operate under a fiduciary standard, and act in the best interest of those whose assets we are managing. For this reason, we get to know our clients and learn about their financial needs and what goals they have set for their future. We also believe investors' plans should change as their lifestyles and needs do; this is why we regularly review your portfolio and make adjustments as needed. No matter where you are in the walk of life, as long as we do what is right for you, your relationship with us will continue and word will spread of how we can help you and your family plan for a better tomorrow. 


Team Members

Haley  Barr

Haley Barr

Financial Assistant, RJFS

615-649-3823

615-754-0603

Laura Wilson

Laura Wilson

Financial Assistant, RJFS

615-443-6509

615-443-2291

Donna  Whitmire

Donna Whitmire

Administrative Assistant, RJFS

615-443-6509

615-443-2291



Groups

Within our team, we have custom built groups that work in tandem to best serve our clients. 


Smith County Group

Financial Advisor Stephen Russell, Junior Financial Advisor Mark McCowan, and Registered Financial Assistant Evelyn Lawson provide investment services to the east region including Carthage, Gordonsville, Smithville, and Cookeville. 

Mount Juliet Group

Financial Advisor Jim Whatley, Junior Financial Advisor Ann Wajler, and Financial Assistant Haley Barr service Mount Juliet including Providence, Mount Juliet, and Gladeville.

Flanagan | Walden | Staples Group

Financial Advisors Mike Flanagan, David Walden, Junior Financial Advisor Philip Staples, and Registered Financial Assistant Heather Harville are located in the main office and work together to service Lebanon and the surrounding communities.