David W. Walden,  CFP<sup>&reg;</sup> - Financial Advisor

David W. Walden, CFP®

Financial Advisor

Wilson Bank & Trust/Raymond James

623 W Main St
Lebanon, TN 37087-3404
(615) 443-6531 CONNECT WITH David
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David Walden is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wilson Bank & Trust/Raymond James in Lebanon, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • Other - Series 7, Series 63

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation


Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Identity Theft, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth


Helpful Financial Planning Resources