Skip to content
WBT Wealth ManagementWBT Wealth Management
  • Home
  • Our Team
    • Our Team
    • Bates Wealth Mgmt
      • Bates Wealth Mgmt
      • Damon Bates
      • Laura Wilson
    • 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 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 Walden
      • Wilson Powell III
      • Kaleb Dickerson
      • Tina Dedman
    • Brett Clayton
    • Alan Grissom Jr.
    • Mark McCowan
    • Keaton Smith
    • Support Team
      • Support Team
      • Rodney Wright
      • Zach Stahl
      • Donna Whitmire
  • 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
    • Event RSVP
    • 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: +1.615.443.6509 F: +1.615.443.2291
    Map and Directions Map and Directions
  • Carthage
    1300 Main Street N. Carthage, TN 37030 T: +1.615.735.9109
    Map and Directions Map and Directions
  • Cookeville
    320 S. Jefferson Ave. Cookeville, TN 38501 T: +1.931.218.2013
    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: +1.615.232.5992
    Map and Directions Map and Directions
  • Hermitage
    4736 Andrew Jackson Pkwy Hermitage, TN 37076 T: +1.615.442.1479
    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: +1.615.547.5505
    Map and Directions Map and Directions
  • Murfreesboro
    3110 Memorial Blvd. Murfreesboro, TN 37129 T: +1.615.904.6305
    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
    • Markets & Investing
  • Topic
    • Investment Strategy
  • Media
    • Webinar
Embarking on an encore career as an entrepreneur
Starting a business in 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
Read
Aligning retirement and estate planning
How a trusteed IRA can help provide structure and continuity
Retirement & Longevity
How an HSA can be a powerful investment and retirement tool
Complement your retirement plan with a health savings plan for the things Medicare doesn’t cover.
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
Read
Rule change affects high earners making catch-up contributions
Workers who exceed a certain wage threshold must make retirement plan catch-up contributions to an after-tax Roth account.
Retirement & Longevity
Read
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
Retirement planning considerations for corporate executives
Determine which strategies will help you reach your retirement goals.
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
Stay safe from Medicare scams
Four red flags to watch for
Retirement & Longevity
Where should you retire?
Hint: It’s about more than the weather and scenery.
Retirement & Longevity
facebookenvelope

Here for you and your financial future

WBT Wealth ManagementWBT Wealth Management
  • Lebanon - Main: 623 W Main Street Lebanon, TN 37087
  • T: +1.615.443.6509
  • F: +1.615.443.2291
  • Map & Directions
  • Map & Directions
  • Carthage: 1300 Main Street N. Carthage, TN 37030
  • T: +1.615.735.9109
  • Map & Directions
  • Map & Directions
  • Cookeville: 320 S. Jefferson Ave. Cookeville, TN 38501
  • T: +1.931.218.2013
  • 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: +1.615.232.5992
  • Map & Directions
  • Map & Directions
  • Hermitage: 4736 Andrew Jackson Pkwy Hermitage, TN 37076
  • T: +1.615.442.1479
  • 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: +1.615.547.5505
  • Map & Directions
  • Map & Directions
  • Murfreesboro: 3110 Memorial Blvd. Murfreesboro, TN 37129
  • T: +1.615.904.6305
  • 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 to external content or websites, if provided, are 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.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2026 Raymond James Financial, Inc.