Solid Planning Begins With A Strong Team

Our team of 17 financial advisors, 7 licensed associates, and 4 dedicated assistants serves clients throughout Tennessee and nationwide. We are united by a shared commitment to putting clients first. With a personalized approach to investment management, we focus on helping you maximize the wealth you’ve worked hard to build.

Meet our team to learn more about our backgrounds and how we can support your financial goals.

Group Photo

Teams

To best serve you, we have created custom-built teams that work in tandem to help you pursue your goals.

Bates Wealth Mgmt

Bates Wealth Management

Bledsoe Wealth Mgmt

Bledsoe Wealth Management

Carthage Wealth Mgmt

East Region Wealth Management

King Wealth Mgmt

King Wealth Management

Kline Wealth Mgmt

Kline Wealth Management

Mt Juliet Wealth Mgmt

Mt Juliet Wealth Management

Walden Powell Wealth Mgmt

Walden Powell Wealth Management
brett clayton
Brett Clayton, MBA
Financial Advisor, RJFS
Alan Grissom Bio Headshot
Alan Grissom Jr, CRPC™
Financial Advisor, RJFS
Mark McCowan
Mark McCowan, CPA, MBA, CFP®
Financial Advisor, RJFS

Support Team

Rodney Wright
Rodney Taylor Wright
Compliance Operations Manager, WBT Financial Advisor, RJFS
Zach Stahl
Zach B. Stahl
Registered Financial Associate, RJFS
Donna Whitmire Bio Image
Donna Whitmire
Administrative Assistant, RJFS

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.

Bates Wealth Management, East Region Wealth Management, King Wealth Management, Kline Wealth Management, Mt. Juliet Wealth Management, and Walden Powell Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services.

“Success is nothing more than a few simple disciplines, practiced every day.”
Jim Rohn

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 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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