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2014 America Saves GIF

Our Executive Management

Jim Robinson - President & Chief Executive Officer: Jim Robinson, CPA, obtained his bachelors and masters degrees from Auburn University.  He also holds a master’s degree in religion from Lipscomb University.  He was named Chief Executive Officer in 2010 and became president of the bank in 2015. Mr. Robinson began his career in public accounting with Rayburn, Bates & Fitzgerald, P.C., where he specialized in community banks.  In 2002, he joined Farmers & Merchants Bank in Clarksville as Controller before returning to Columbia to serve on the Senior Management team with Heritage Bank & Trust, at its organization in 2005 as the Chief Financial Officer.

Brent Wheeley - Executive Vice President, Chief Operating & Credit Officer: Mr. Wheeley has been with the bank since its organization in 2005 serving as a loan officer, and Chief Credit Officer.  He assumed the role of Chief Operating Officer in 2015.  Mr. Wheeley began his banking career with First Farmers & Merchants Bank after receiving his BS from University of North Alabama.  He was a branch manager and loan officer with Community First Bank & Trust before joining Heritage.  He is a graduate of the LSU Graduate School of Banking.

Shelli Golden - Senior Vice President & Chief Risk Officer: Ms. Golden has also been with the bank since its organization in 2005 serving as Compliance Officer.  She is the Chief Risk Officer in addition to her role as Compliance Officer.  She holds a BS from Lipscomb University, was a bank examiner for the FDIC and also worked as an asset manager for the Resolution Trust Corporation.  Ms. Golden is a Certified Regulatory Compliance Manager (CRCM).

The staff of Heritage Bank & Trust represents a broad range of expertise with over 300 years of combined banking experience from a variety of financial institutions. Stop in and visit us in person!


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