Investment products:

  • are not a deposit
  • are not FDIC-insured
  • are not insured by any federal government agency
  • are not guaranteed by the bank
  • may go down in value


At SouthEast Wealth Management, our personalized service focuses on advising on the development and implementation of investment strategies to help clients meet their immediate and future goals in areas such as retirement planning, risk management and portfolio balance, income protection, asset protection with insurance solutions, and estate planning strategy. 

Our wealth managers are truly client-centered to help you build an investment portfolio designed to meet your objectives with consideration for your risk tolerance. We know that the best way to meet our clients' needs is to spend time with them, and getting to know you helps us better prepare you to pursue your specific retirement goals.

Ooltewah and Surrounding Communities
The Davis Team

9218 Lee Highway
Ooltewah, Tennessee 37363

Roger Davis

Financial Representative

cell: 423.710.4555
office: 423.238.3007
fax: 423.238.3019
rdavis@sebwm.com

Learn more about Roger!

Denise Davis

Financial Representative

cell: 423.468.0335
office: 423.238.3015
fax: 423.238.3019
ddavis@sebwm.com

Learn more about Denise!

Knoxville

12700 Kingston Pike
Knoxville, Tennessee 37934

Jennifer Matthews

Vice President

cell: 865.227.9836
jmatthews@sebwm.com

Learn more about Jennifer!


 
Cookeville

1065 East 10th Street
Cookeville, Tennessee 38501

Patsy House

Financial Representative

office: 931.528.1152
fax: 931.646.3314
phouse@sebwm.com

Learn more about Patsy!



As representatives of ProEquities, Inc., we provide access to an extensive range of products and services, carefully selected from among the foremost investment management organizations in the United States.

General Securities - equities, treasury securities, corporate bonds, municipal bonds, Federal agency securities, fixed income and certificates of deposit

Mutual Funds - more than 7,000 funds

Variable Annuities - 12 issuers, offering long term, tax-advantaged investment opportunities

Variable Life Insurance - More than 40 issuers, offering 100 different variable life insurance policies

Investment Advisory Services - financial planning and financial consultation services, customizable asset management service and private asset management program

Alternative Investments - a broad selection of products and services including real estate, energy, absolute return and hedging strategies for qualified investors

Unit Investment Trust - offered through and managed by some of the nation's leading firms


Advisory services from Denise Davis, Roger Davis and Jennifer Matthews offered through WMG Financial Advisors, LLC (WMG) a registered investment advisor. Securities offered through ProEquities Inc. (PES), a registered broker/dealer, member FINRA and SIPC. WMG, PES, and SouthEast Wealth Managment are independent of each other.  Investments are not bank products, are not guaranteed, and may lose value.
 
Advisory services from Patsy House offered through Investment Advisors, a registered investment advisor. Securities offered through ProEquities Inc. (PES), a registered broker/dealer, member FINRA and SIPC. WMG, PES, and SouthEast Wealth Managment are independent of each other.  Investments are not bank products, are not guaranteed, and may lose value.