About My Practice
Professional Practice Information:
Roger H. Reed is a CERTIFIED FINANCIAL PLANNERTM professional, NASD Registered Representative and licensed health and life insurance agent. His background encompasses a distinguished business career and tenure as president of an international corporation. Individuals and businesses rely on his vision, knowledge and experience to assist them with a broad range of financial issues.
Roger is president of TrustCore Financial Services, Inc., a full service financial planning firm providing comprehensive wealth management to high net worth individuals. Roger assists businesses and individuals in the development of financial plans and in the formulation and implementation of tactics to accomplish these financial goals. He is often retained by individuals who are dissatisfied with their current investment approach and results. Additionally, many clients have called on Roger as they have experienced sudden wealth triggered by inheritance, significant asset sale or other large income event. Estate planning for the wealthier client is also an area in which Roger has proven effective. He assists businesses in selecting and implementing employee benefit plans, such as 401k and executive retirement plans. He is focused on developing long term relationships with his clients. Roger partners with his son, Craig Reed CFA, CIMA, COA, CFP, for a team approach. In order to provide a personal, "hands on" approach, Roger and Craig selectively add only a few clients each year.
Over the years, TrustCore's reputation has been established as a firm with competent, experienced and honest professionals. Our unique and comprehensive approach serves our clients well.
I have 18 years experience as a financial planning professional.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 65
Life insurance: TN, KY, Health/disability insurance: TN, Property/casualty: TN, Fixed annuities: TN, Variable annuities: TN
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Draughon's College, Univ of Tenn Executive Develop
TrustCore Investments, Inc.
Considerations: We provide a free initial consultation to prospective clients so we may jointly determine if our services will meet their objectives.
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