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 PhilosophyOur 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, MBA Branch Manager, RJFS 615-232-5978 email@example.com Justin Dorris Financial Advisor, RJFS (615) 443-6509 Justin.Dorris@RaymondJames.com Mike Flanagan, CPA/PFS, CFP® Financial Advisor, RJFS (615) 443-6509 firstname.lastname@example.org Jeff Johnson Financial Advisor, RJFS 615-232-5992 615-232-3905 email@example.com Heidi King, AAMS® Financial Advisor, RJFS (615) 396-1982 firstname.lastname@example.org Keith C. Kline Financial Advisor, RJFS 615-904-6305 email@example.com Stephen Russell Financial Advisor, RJFS (615) 735-9109 firstname.lastname@example.org David Walden, CFP® Financial Advisor, RJFS (615) 443-6509 email@example.com Jim Whatley, Jr. Financial Advisor, RJFS (615) 547-5505 firstname.lastname@example.org Ann Wajler Financial Advisor, RJFS (615) 547-5500 Ann.Wajler@RaymondJames.com Mark McCowan, CPA Financial Advisor, RJFS 931-218-2013 Mark.McCowan@raymondjames.com Philip Staples Financial Advisor, RJFS 615-442-1499 Philip.Staples@raymondjames.com Rodney T. Wright Financial Advisor, RJFS 615-904-6373 email@example.com Heather Harville Registered Financial Assistant, RJFS (615) 443-6509 Heather.Harville@RaymondJames.com Evelyn Lawson Registered Financial Assistant, RJFS (615) 735-9109 Evelyn.Lawson@RaymondJames.com Haley Barr Financial Assistant, RJFS 615-649-3823 615-754-0603 Haley.Barr@RaymondJames.com Laura Wilson Financial Assistant, RJFS 615-443-6509 615-443-2291 firstname.lastname@example.org Donna Whitmire Administrative Assistant, RJFS 615-443-6509 615-443-2291 email@example.com GroupsWithin 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.