Four financial advisors from the Wilson Bank & Trust Investment Center recently earned special recognition from Raymond James Financial Services (RJFS) for their production over the past year.
Damon Bates, the investment team’s branch manager, was named to the FID Leader’s Council. The council includes qualifying program managers ranked 11th-20th in total branch production, and 86th-310th in personal production during fiscal year 2018.
David Walden and Jim Whatley were named to the RFJS Executive Council, which consists of advisors ranked between 311 and 935 based on personal production for fiscal year 2018.
Heidi King was named to the RJFS Achievers Club, reserved for the top 100 RJFS-affiliated individuals with personal production of at least $150,000 in fiscal year 2016 and production growth of at least 20 percent in fiscal years 2017 and 2018.
“We are excited about the leadership and continued growth of our investment team, and these well-deserved recognitions for Damon, David, Jim and Heidi are evidence of the outstanding work they do at the individual level to help their clients,” WBT President John McDearman said.
Bates, Walden and King work from the insvestment services headquarters at the WBT Main Office in Lebanon, while Whatley serves at the bank’s North Mt. Juliet Road office in Mt. Juliet.
About Raymond James
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC and are not guaranteed by Wilson Bank & Trust, subject to risk and may lose value, not a deposit, not insured by FDIC or any government agency. Wilson Bank & Trust and Wilson Bank & Trust Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.
Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.