Community Bank & Trust is Proud to Announce Our
New Affiliation With:
Jeffrey T. Dobyns
Certified Financial Planner
|
David W. Adams, CPA
Financial Advisor |
Southwestern Legacy Investment Services, Inc., is
an Independent Firm that makes available a unique type of securities
service designed to provide consistent, long-term investment advice
to meet your investment needs, through Raymond James Financial Services,
Inc. We feel this new service will give us an opportunity to serve
all of your retirement planning, asset management and investment needs.
David W. Adams, CPA and Financial Advisor, and Jeffrey T. Dobyns, CFP,
can help you identify your particular needs and financial goals.
We offer a complete range of financial products and
services including:
- asset management
- corporate and municipal bonds
/ 401(k) rollovers
- portfolio evaluation
/
- tax shelters
/
- college savings (ESA, 529 plan, etc.)
- small business retirement planning (SEP and Simple IRA, 401k,
etc.)
|
- common/preferred stocks
- government securities
- mutual funds
- retirement planning (Roth IRA, IRA)
- tax-exempt securities
- variable and fixed annuities
- life, disability, and long term care insurance
|
Please stop in or call David or Jeff of Southwestern
Legacy Investment Services, Inc., at (615) 391-2921 and let them give
you a full description of the services we can now provide for you and
a FREE financial consultation.


Southwestern Legacy Investment Services, Inc.
Now Located in the Lobbies of
Community Bank & Trust
Securities are offered exclusively through Raymond
James Financial Services, Inc., member NASD/SIPC, an independent broker/dealer,
and are not insured by FDIC, NCUA or any other financial institution
insurance, are not deposits or obligations of the financial institution,
are not guaranteed by the financial institution, and are subject to
risks, including the possible loss of principal.
Investment Products
offered through Raymond James Financial Services, Inc. are:
NOT FDIC INSURED* MAY LOSE VALUE * NO BANK GUARANTEE