Walden Powell Wealth Management

Mt Juliet Wealth Mgmt

The Walden Powell wealth management team consists of CERTIFIED FINANCIAL PLANNER™ professionals David Walden and Wilson Powell, Financial Advisor Kaleb Dickerson, and Registered Financial Associate Heather Harville. Combined they have over 45 years experience and they are known for treating their clients like family and providing a personal client service experience as they guide clients through holistic financial planning. The Walden Powel team is primarily located in the Lebanon office of Wilson Bank & Trust but also services clients in Watertown and other outlying areas.

David Walden Bio Image
David Walden, CFP®
Financial Advisor, RJFS
James Powell Headshot
Wilson Powell III, CFP®
Financial Advisor
Kaleb Dickerson
Kaleb Dickerson
Financial Advisor
Heather Harville Bio Image
Heather Harville, MBA
Registered Financial Associate, RJFS

Walden Powell Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Wilson Bank and Wilson Bank & Trust Investment Services 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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