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Any good financial plan has to adapt to a lifetime of curveballs and unexpected life events. We want to be the advisor you trust to walk with you through this ever changing process.
Meet the Team

SmartBank Investment Services

Through our partnership with Raymond James Financial Services, we have a broad array of products and services to help you reach your financial goals.

Retirement Income Planning

Whether you are accumulating wealth to provide future income or living currently on income from your savings, we can help you make sure that you are maximizing income and minimizing potential risks.

 
Investment Planning and Strategy

With Raymond James’s award winning research and industry leading market strategists, we will help you choose the right mix of investments for your specific situation.

Insurance Planning

Every solid financial plan involves a discussion about insurance and the individual risks that matter to you. You can expect a thorough review of your insurance needs and existing policies to make sure all pieces of your financial plan are working together as efficiently as possible.

Legacy Planning

A solid estate plan can help you minimize estate taxes and preserve your assets for your heirs or your charitable desires. If you haven’t already developed an estate plan, consider using us as a resource to begin that process. If you don’t already have one, we will refer you to one of the most reputable estate planning attorneys available, and will work together with your estate attorney to ensure that your financial plan complements your estate plan.

Education Planning

Higher education costs are skyrocketing! With access to College Savings Plans, we can help you plan ahead with the worthy goal of avoiding dependence on student loans.

Trust and Estate Services

Trust and estate services are designed to manage and administer your assets for future generations. We can help you create the legacy you want to leave, whether it’s for your heirs, business or charities.

Not sure which investment option is right for you?

Our Investment Services Team is here to help!

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Wealth Team

Monty Hatcher, CFP®, AAMS®
EVP, SmartBank Investment Services
RJFS Branch Manager

1400 N. Jackson Street
Tullahoma, TN 37388

 

Johanne Carroll
RJFS Senior Registered Client Associate
3704 Dauphin Street
Mobile, AL 36608

Alabama
Mobile

Chris Closson
VP, SmartBank Investment Services
RJFS Registered Principal
1676 Whatley Drive
Dothan, AL 36303
Alabama
Dothan, Auburn, Montgomery

Florida
Panama City, Tallahassee

David Cobb
RJFS Senior Client Associate
1676 Whatley Drive
Dothan, AL 36303

Alabama
Dothan, Auburn, Montgomery

Florida
Panama City, Tallahassee

Jennifer Garcia
RJFS Client Associate
1676 Whatley Drive
Dothan, AL 36303

Alabama
Dothan, Auburn, Montgomery

Florida
Panama City, Tallahassee

Matthew Gathagan, ChFC®
VP, SmartBank Investment Services
RJFS Financial Advisor

111 East Main Street
Sevierville, TN 37862

Tennessee
Blount County, Sevier County, Knox County, Wartburg

April Hansert
SVP, SmartBank Investment Services
RJFS Operations Manager

1400 N. Jackson Street
Tullahoma, TN 37388

John Klosky, CFP®
SVP, SmartBank Investment Services
RJFS Registered Principal

1676 Whatley Drive
Dothan, AL 36303

Alabama
Dothan, Auburn, Montgomery

Florida
Panama City, Tallahassee

Greg McGuire,
AIF®
VP, SmartBank Investment Services
RJFS Financial Advisor

835 Georgia Avenue
Chattanooga, TN 37402

Tennessee
Chattanooga/Cleveland

Amanda Montz,
CRC®, CWS®
SVP, SmartBank Investment Services
RJFS Financial Advisor
106 Ecor Rouge Place
Fairhope, AL 36532

Alabama
Fairhope

Tom Montz,
CRC®, CWS®
SVP, SmartBank Investments Services
RJFS Investment Representative
3704 Dauphin Street
Mobile, AL 36608

Alabama
Mobile

Tina Moody
RJFS Senior Registered Client Associate
3704 Dauphin Street
Mobile, AL 36608

Alabama
Mobile

Cathy Ray
RJFS Senior Client Associate
1676 Whatley Drive
Dothan, AL 36303

Alabama
Dothan, Auburn, Montgomery

Florida
Panama City, Tallahassee

Matthew Schmidt,
CPFA®
SVP, SmartBank Investment Services
RJFS Financial Advisor

201 North Palafox Street
Pensacola, FL 32502

 

Florida
Panama City, Destin, Pensacola

Alabama
Jackson, Chatom, McIntosh, Thomasville
(Lower AL Branches)

Teresa Stephens
RJFS Client Service Associate
214 Keller Lane
Maryville, TN 37801

Missha Waldrip
RJFS Senior Registered Client Associate
106 Ecor Rouge Place
Fairhope, AL 36532

Alabama
Fairhope

Anthony Watts,
MBA, ChFC®, CFP®
RJFS Financial Advisor

1400 N. Jackson Street
Tullahoma, TN 37388

Tennessee
Tullahoma, Crossville, Jamestown, Cookeville, Murfreesboro

Alabama
Huntsville

Tiffany Winsett
RJFS Client Service Associate

1400 N. Jackson Street
Tullahoma, TN 37388

Read the Raymond James Policy

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC and are NOT insured by FDIC, any other government agency, or any other bank insurance; 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. SmartBank and SmartBank Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites of their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s uses and/or members. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.  Read the Raymond James Privacy Policy

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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