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


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