Skip to content
WBT Wealth ManagementWBT Wealth Management
  • Home
  • Our Team
    • Our Team
    • Bates Wealth Mgmt
      • Bates Wealth Mgmt
      • Damon Bates
      • Laura Wilson
    • Bledsoe Wealth Mgmt
      • Bledsoe Wealth Mgmt
      • Charles Bledsoe
      • Tina S. Dedman
    • East Region Wealth Mgmt
      • East Region Wealth Mgmt
      • Stephen Russell
      • Brandon Harris
      • Evelyn Lawson
      • Crystal Williams
    • King Wealth Mgmt
      • King Wealth Mgmt
      • Heidi King
      • Carol Weiler
    • Kline Wealth Mgmt
      • Kline Wealth Mgmt
      • Keith C. Kline
      • Amber Nichols
    • Mt Juliet Wealth Mgmt
      • Mt Juliet Wealth Mgmt
      • James Whatley Jr.
      • Ann Wajler
      • Justin Dorris
      • Derek Decker
      • April Schmitz
    • Walden Powell Wealth Mgmt
      • Walden Powell Wealth Mgmt
      • David W. Walden
      • Wilson Powell III
      • Kaleb Dickerson
      • Heather A. Harville
    • Brett Clayton
    • Alan Grissom Jr
    • Mark McCowan
    • Jaime M. Settles
    • Support Team
      • Support Team
      • Rodney T. Wright
      • Zach B. Stahl
      • Donna Whitmire
      • Tina S. Dedman
  • Our Services
    • Our Services
    • Our Process
    • Business Planning
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Our Clients
    • Our Clients
    • Families and Individuals
    • Business Owners
    • Corporate Executives
    • Corporate Retirement Plans
    • Women Investors
    • Pre-Retirees
    • Retirees
  • Resources
    • Resources
    • Designations
    • About Raymond James
    • Commentary and Insights
    • WorthWhile
    • Calculators
    • Announcements
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • 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
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Economy
    • Education
    • Fixed Income
    • Investment Strategy
  • Media
    • Article
    • Commentary
    • Document
    • Infographic
    • Video
    • Webinar
Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
The appeal and reality of multiple home ownership
Important rental, tax and retirement considerations to consider.
Family & Lifestyle
Read
Read
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
Retirement & Longevity
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
Businesses hoarding workers? Say what?
10/14/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
facebookenvelope

Here for you and your financial future

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.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use