A Steady Focus On Your Financial Future

With the ups and downs of the markets and life, it can sometimes be a challenge to keep things on an even keel. At Wilson Bank & Trust Investment Services, our team strives to restore that sense of balance to your finances.

The cornerstone of our client-first approach is getting to know you well, developing a true understanding of the details of your life. This enables our team of credentialed financial advisors to customize strategies to your specific situation, making adjustments to stay in sync with your needs.

No matter where you are in the walk of life, it can help to have a steady guide and an objective perspective on the big picture. We welcome the chance to be that guide, helping you plan your financial future with confidence.

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Strength in Numbers

Our practice marries a welcoming, small-town feel with the support and tools of one of the most respected independent investment firms in the nation. Here, you can partner with an experienced team with the knowledge to serve your distinct needs.

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$1 billion+ assets under management

40 states with clients

12 financial advisors

18 total registered associates

Get to know Our Team

Damon Bates bio photo
Damon Bates, AIF®, MBA
Branch Manager Financial Advisor
Justin Dorris bio photo
Justin Dorris, MBA, CFP®
Financial Advisor, RJFS
Heidi King Bio Image
Heidi King, CPFA, AAMSTM
Financial Advisor, RJFS
Keith Kline bio photo
Keith C. Kline
Financial Advisor
Stephen Russell Bio Image
Stephen Russell
Financial Advisor, RJFS
David Walden Bio Image
David Walden, CFP®
Financial Advisor, RJFS
Jim Whatley bio photo
James Whatley Jr., CLU®
Financial Advisor
Ann Wajler bio photo
Ann Wajler
Financial Advisor, RJFS
Mark McCowan, CPA, MBA, CFP®
Financial Advisor, RJFS
James Powell Headshot
Wilson Powell III
Financial Advisor
Charles Bledsoe Bio Photo
Charles Bledsoe
Financial Advisor

Our Services

From planning for retirement to investing with purpose, our comprehensive approach covers each angle of life.

Our Process

Building a complete understanding of your goals and finances is the first step in creating your personalized plan.

Our Resources

We’ve gathered relevant and timely resources to help you stay informed and gain perspective on financial matters.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
Warren Buffett

Here for you and your financial future

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Wilson Bank and Wilson Bank & Trust Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

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