James Powell Headshot
Wilson Powell III, CFP® Financial Advisor

Wilson is passionate about his work in helping clients navigate their financial lives. He believes in building a personal relationship with each client while also earning their trust. In his role, he facilitates portfolio management discussions and long-term financial planning. Wilson enjoys staying up to date with the current market news and information. He strives to provide his clients with honest and actionable investment advice.

He joined Wilson Bank & Trust Investment Services in 2020, drawn by its reputation for quality service. Before that, he spent three years as a personal banker for First Horizon Bank. His background also includes a client service role at UBS. A Tennessee native, he earned a bachelor’s degree in finance from the University of Tennessee, Knoxville.

Wilson lives in his hometown of Lebanon with his wife, Savannah, son James, and dogs Juice and Lacey. In his free time, he enjoys golfing, reading, watching sports with friends, and spending time with his family.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.