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

Learn more about Roger!

Denise Davis

Financial Representative

cell: 423.468.0335
office: 423.238.3015
fax: 423.238.3019

Learn more about Denise!


1065 East 10th Street
Cookeville, Tennessee 38501

Patsy House

Financial Representative

office: 931.528.1152
fax: 931.646.3314

Learn more about Patsy!

As representatives of Lincoln Financial Securities, 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 - over 40 issuers, offering long term, tax-advantaged investment opportunities

Variable Life Insurance - over 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

Security offered to residents of FL, GA, KY, ME, NC, OH, SC, TN, and WA through representatives of Lincoln Financial Securities, Member SIPC. Insurance products offered through Lincoln National Life Insurance Company and other fine companies. Advisory services are offered to residents of TN through representatives of Lincoln Financial Securities. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation and other fine companies. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation and other fine companies. Lincoln Financial Securities and their representatives do not offer legal or tax advice. Please see your personal professionals regarding your individual circumstances. LFS-1585322-090216. Lincoln Financial Securities and Lincoln National Life are not affiliated with SouthEast Wealth Management.