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Investments

Your Full-Service Financial Center

The investment professionals with LPL Financial are dedicated to helping you achieve your financial goals. Financial Advisors Beverly Neighbors and Michelle Conroy are committed to building a long-term relationship with you and providing the ongoing guidance you need as you manage your short and long-term financial objectives.

  • Advisory Asset Management 
  • Wealth Management
  • Employee Sponsored Retirement Planning
  • College Funding
  • Mutual Funds
  • Annuities 
  • Stocks & Bonds
  • Estate Planning
  • Long Term Care
  • Life Insurance
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
  • The first step is taking a look at your overall financial picture, and it's FREE.
  • Schedule a no cost, no-obligation appointment by calling 731-641-9333
  • Visit us at CBTC Invest
Beverly Neighbors


 
Beverly Neighbors
LPL Program Manager
Tel: 731-641-9371
cbtcinvestments@lpl.com





Michelle Conroy
 
 
Michelle Conroy

Victoria Page
 
 
 
Victoria Page
LPL Operations Manager
Tel: 731-641-9333
cbtcinvestments@lpl.com





Located at: Commercial Bank and Trust Company 101 North Poplar Street Paris, TN 38242
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: TN.
View your investment accounts at Account View Online.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Commercial Bank is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LPL Financial, and may also be employees of Commercial Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Commercial Bank. 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