Broker Check

(615) 443-6509

Our Team



The Wilson Bank & Trust Investment Center 

Our team of 10 financial advisors and 6 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.


 

$700 million+

Assets Under Management

11

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

Damon J. Bates

Damon J. Bates, MBA

Branch Manager, RJFS

615-232-5978

Justin Dorris

Justin Dorris

Financial Advisor, RJFS

(615) 443-6509

Mike Flanagan

Mike Flanagan, CPA/PFS, CFP®

Financial Advisor, RJFS

(615) 443-6509

Jeff Johnson

Jeff Johnson

Financial Advisor

615-232-5992

615-232-3905

Heidi King

Heidi King, AAMS®

Financial Advisor, RJFS

(615) 396-1982

Keith C. Kline

Keith C. Kline

Financial Advisor, RJFS

615-904-6305

Stephen Russell

Stephen Russell

Financial Advisor, RJFS

(615) 735-9109

David Walden

David Walden, CFP®

Financial Advisor, RJFS

(615) 443-6509

Jim Whatley

Jim Whatley, Jr.

Financial Advisor, RJFS

(615) 547-5505

Ann Wajler

Ann Wajler

Registered Financial Assistant, RJFS

(615) 547-5500

Rodney T. Wright

Rodney T. Wright

Financial Advisor, RJFS

615-904-6373

Heather Harville

Heather Harville

Registered Financial Assistant, RJFS

(615) 443-6509

Evelyn Lawson

Evelyn Lawson

Registered Financial Assistant, RJFS

(615) 735-9109

Haley Barr

Haley Barr

Financial Assistant

615-649-3823

615-754-0603

Laura Wilson

Laura Wilson

Financial Assistant

615-443-6509

615-443-2291

Donna Whitmire

Donna Whitmire

Administrative Assistant

615-443-6509

615-443-2291

Philip Staples

Financial Advisor

615-442-1499



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 and his registered assistant, Evelyn Lawson provide investment services to the east region including Carthage, Gordonsville, Smithville, and Cookeville. 

Mount Juliet Group

Financial Advisor Jim Whatley and his registered financial assistant Ann Wajler service Mount Juliet including Providence, Mount Juliet, and Gladeville.

Flanagan | Walden | Dorris Group

Financial Advisors Mike Flanagan, David Walden, and Justin Dorris along with registered assistant Heather Harville are located in the main office and work together to service Lebanon and the surrounding communities.