The Mt. Juliet Advisory Team consists of Senior Financial Advisor Jim Whatley, CLU , CERTIFIED FINANCIAL PLANNER™ professional Justin Dorris, Financial Advisors Ann Wajler and Dereck Decker, and Financial Assistant April Schmitz. They are all located primarily in the North Mt. Juliet Rd. office of Wilson Bank & Trust in Mt. Juliet, TN which has offered investment services in the area since 1997.
Together they believe in working as a team and putting their client’s needs first and to create a family-like environment through our compassionate and detailed-oriented client services while offering full-service financial planning.
Mt. Juliet Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
“Success is nothing more than a few simple disciplines, practiced every day.”
Jim Rohn
