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Investments

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Your Full-Service Financial Center

The investment professionals with LPL Financial are dedicated to helping you pursue your financial goals. Financial Advisors Beverly Neighbors, Michelle Conroy, and Will Jelks 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 731-641-9332
  • Visit us at CBTC Investments
Beverly Neighbors
 
 
 
Beverly Neighbors
LPL Program Manager
101 North Poplar Street
Paris, TN 38242
731-641-9371
Beverly.Neighbors@lpl.com






 
 
Michelle Conroy, CKA, AAMS
 
 
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,*supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide. 

We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2025); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States."

For more information about LPL Financial, visit www.lpl.com.
View your investment accounts at Account View Online.

































Commercial Bank and Trust Company ("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.
 
Securities and advisory services are 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 & Trust Company and CBTC Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CBTC Investments, and may also be employees of Commercial Bank & Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Commercial Bank & Trust Company or CBTC 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