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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 Ste 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
  • Hermitage
    4736 Andrew Jackson Pkwy Hermitage, TN 37076 T: 615.442.1479
    Map and Directions Map and Directions
  • Gallatin
    1630 Nashville Pike Suite 100 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
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A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Read
Read
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Supercharge your retirement savings with the ‘super catch-up’ contribution
This significant change could boost your retirement savings as you approach retirement.
Retirement & Longevity
Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Read
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
Read
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
View
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
Putting more life into the 10-year rule
Non-eligible designated beneficiaries have 10 years to draw down inherited qualified retirement accounts; here, we explore ways to extend the life of that wealth.
Retirement & Longevity
Preparing for a long and happy retirement
As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.
Retirement & Longevity
Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity
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WBT Wealth ManagementWBT Wealth Management
  • 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 Ste 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
  • Hermitage: 4736 Andrew Jackson Pkwy Hermitage, TN 37076
  • T: 615.442.1479
  • Map & Directions
  • Map & Directions
  • Gallatin: 1630 Nashville Pike Suite 100 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 WBT Wealth Management 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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