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  • Lebanon - Main
    623 W Main Street Lebanon, TN 37087 T: 615.443.6509 F: 615.443.2291
    Map and Directions Map and Directions
  • Carthage
    1300 Main Street N. Carthage, TN 37030 T: 615.735.9109
    Map and Directions Map and Directions
  • Cookeville
    320 S. Jefferson Ave. Cookeville, TN 38501 T: 931.218.2013
    Map and Directions Map and Directions
  • Cool Springs
    9200 Carothers Parkway, Suite 108 Franklin, TN 37067 T: 615.443.6509
    Map and Directions Map and Directions
  • Donelson
    217 Donelson Pike Nashville, TN 37214 T: 615.232.5992
    Map and Directions Map and Directions
  • Gallatin
    455 W. Main Street Gallatin, TN 37066 T: 615.396.1982
    Map and Directions Map and Directions
  • Mount Juliet
    1476 N. Mt. Juliet Road Mt. Juliet, TN 37122 T: 615.547.5505
    Map and Directions Map and Directions
  • Murfreesboro
    3110 Memorial Blvd. Murfreesboro, TN 37129 T: 615.904.6305
    Map and Directions Map and Directions
  • West End
    2930 West End Ave. Nashville, TN 37203 T: 615.443.6509
    Map and Directions Map and Directions

A steadfast financial partner for families and individuals

For true financial well-being, you should feel secure in where you are and sure of how well you’ve planned for the future. We can help you get there. Through customized wealth management and financial planning, we partner with you to tackle everyday challenges and major milestones.

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What does your financial future look like?

Our wealth management resources can help you visualize it. They can also help in creating a financial plan that’s designed to grow with you, from planning to send your child to college to planning your retirement income.

Families and Individuals

Families and Individuals

02/17/2020

Niches
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Case Study

Pursuing a plan to retire early

Joe enjoys setting audacious goals for himself when it comes to his career achievements and his retirement savings. In fact, he came to us with a goal of retiring early. We created a diversified asset allocation plan that includes his employer-sponsored and personal retirement savings accounts to help him pursue his goal of financial independence.

read 7 ways to boost savings


The hypothetical example above is for illustrative purposes and is not representative of any actual experience. Individual results will vary. Asset allocation does not guarantee a profit nor protect against loss.

50%

Goal savings rate

Milestones

Getting Married

We’ll help you think beyond the wedding day to your future as a couple.

  • Combining finances and accounts
  • Working toward shared financial goals
  • Taking your union into account in your legacy plan

Birth of a Child

We’ll help guide you through the changes this joyous event brings.

  • Planning for education expenses
  • Estate planning that allows you to designate a guardian
  • Mitigating risk with life and disability insurance

Changing careers

We’ll help ease the transition to a new venture.

  • Making the most of your benefits
  • Updating your financial plan and goals
  • Planning for the sale or purchase of a business

Getting divorced

We’ll help you navigate the path to financial independence.

  • Defining new financial goals
  • Building a solid foundation with banking and lending solutions
  • Updating your legacy plan and beneficiaries
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Related Resources

Which education expenses are considered qualified?

Learn more about what the savings in a 529 plan can help pay for.

Family & Lifestyle

Leaving Money to Your Kids? Consider These Inheritance Tips

How to have a valuable family conversation about your estate.

Estate & Giving

Preserving Wealth Across Generations

07/24/2018
Wealth’s complexities merit reflection and thoughtful dialogue. P...

Family and Lifestyle

Home Budget Analysis

Managing your monthly budget can be difficult and frustrating. On...

Personal Finance

Mortgage: Adjustable vs. Fixed Rates Comparison

Use this calculator to compare a fixed-rate mortgage to two types...

Loans

Mortgage: 15 vs. 30-Year Comparison

Determining which mortgage term is right for you can be a challen...

Loans

Mortgage Payoff Calculator

How much interest can you save by increasing your mortgage paymen...

Loans

Net Worth Calculator

Your net worth is the value of all of your assets minus the total...

Personal Finance

Mortgage Refinance Calculator

How long will it take to break even on a mortgage refinance? Use ...

Loans
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Whatever your priorities are in life, we’re here to offer the guidance you seek.

let’s get started

Banking and Lending solutions are offered through Raymond James Bank, an affiliate of Raymond James & Associates, Inc, and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

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02/01/2017
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Here for you and your financial future

Wilson Bank & Trust Investment ServicesWilson Bank & Trust Investment Services
  • Lebanon - Main: 623 W Main Street Lebanon, TN 37087
  • T: 615.443.6509
  • F: 615.443.2291
  • Map & Directions
  • Map & Directions
  • Carthage: 1300 Main Street N. Carthage, TN 37030
  • T: 615.735.9109
  • Map & Directions
  • Map & Directions
  • Cookeville: 320 S. Jefferson Ave. Cookeville, TN 38501
  • T: 931.218.2013
  • Map & Directions
  • Map & Directions
  • Cool Springs: 9200 Carothers Parkway, Suite 108 Franklin, TN 37067
  • T: 615.443.6509
  • Map & Directions
  • Map & Directions
  • Donelson: 217 Donelson Pike Nashville, TN 37214
  • T: 615.232.5992
  • Map & Directions
  • Map & Directions
  • Gallatin: 455 W. Main Street Gallatin, TN 37066
  • T: 615.396.1982
  • Map & Directions
  • Map & Directions
  • Mount Juliet: 1476 N. Mt. Juliet Road Mt. Juliet, TN 37122
  • T: 615.547.5505
  • Map & Directions
  • Map & Directions
  • Murfreesboro: 3110 Memorial Blvd. Murfreesboro, TN 37129
  • T: 615.904.6305
  • Map & Directions
  • Map & Directions
  • West End: 2930 West End Ave. Nashville, TN 37203
  • T: 615.443.6509
  • Map & Directions
  • Map & Directions

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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