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.
Team Members
Heather Harville
Registered Financial Assistant, RJFS
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.