Skip to main content

menu

270-484-8100 jeannette.williams@lpl.com

Home
About
Services
Resources
Contact
Client Login

Events

No events content yet, check back later!

About Us

We are committed to providing personalized financial guidance and strategic planning that fits your goals. Simply put, we aim to be your most valued financial partner.

Office Address

130 Hillcrest Drive, Ste 104 Clarksville,
TN 37043

Contact Info

270-484-8100
jeannette.williams@lpl.com

Get In Touch

.no-js form.antibot * :not(.antibot-message) { display: none !important; }You must have JavaScript enabled to use this form.

First Name

Last Name

Your Email This field is required.

Subject This field is required.

Message This field is required.

Leave this field blank

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. United Southern Bank and Southern Wealth Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Southern Wealth Investments and may also be employees of United Southern Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, United Southern Bank or Southern Wealth Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

Your Bank (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

© 2025 Southern Wealth Investments All rights reserved.