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Investment Services

Providing solutions for your financial journey

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As your trusted hometown bank, WBT wants to help you put together a wealth management plan that fits your needs and goals. The Raymond James financial advisors at Wilson Bank & Trust Investment Services offer an extensive array of investment options.

We'll walk you through your choices so you're comfortable with your portfolio and your level of risk. As your lifestyle and needs changes, we'll adjust your plan accordingly. We will guide you through various solutions to create a healthy financial future for you and your family:

Visit our Investment Services site(Opens in a new Window)(Opens in a new Window) to find investment information and products designed for your short-term and long-term goals.

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Wilson Bank is a full-service financial institution with branches throughout Middle Tennessee. Experience the difference with Middle Tennessee’s Community Bank™.

Securities offered through Raymond James Financial Services, Inc., member FINRA(Opens in a new Window)(Opens in a new Window)/SIPC(Opens in a new Window)(Opens in a new Window), an independent broker/dealer, are not insured by bank insurance, the FDIC or any government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with Wilson Bank & Trust or Wilson Bank & Trust Investment Services.

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