I became a financial advisor because I want to help people get it right the first time. My passion is to serve as a partner and mentor to you, guiding you through life events and investment decisions, so that I may provide an impactful difference throughout your life.
I am a Veteran of the U.S. Army where I served for 12 years. Three of those years were spent in combat tours to both Iraq and Afghanistan.
While in college, I met my beautiful wife of 10 years, she is an attorney and practices in both KY and TN. Her and I enjoy traveling, hiking and serving our community. I am a member and officer in the Claiborne Economic Partnership.
I am fortunate to work alongside my partner and branch office administrator, Donna Jordan, providing our clients the highest level of service possible. Donna and I work each day to provide an ideal client experience by striving to treat our clients the way we would want to be treated if the roles were reversed.
As your Edward Jones branch team, we believe it's important to invest our time in understanding your dreams, expectations and goals before I recommend a financial strategy. This approach allows us to tailor an appropriate financial strategy for you and your family.
In my practice, there are four things that I focus on providing throughout our time working together:
- Financial strategies.
- Rising income strategies.
- Asset protection strategies.
- Estate considerations and tax reduction strategies.
Our ideal clients are primarily individuals who are 15 years or fewer away from retirement and who, among other things, aspire to a work-optional life style. We have a clear and defined process that can help put all the pieces of the financial puzzle together for you.
Give us a call or stop by the branch – we look forward to seeing you.
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Military Professionals & Veterans
- Retirement Savings Strategies
- Business Retirement Plans
Phone NumberMarc Trantham at (423) 869-3608
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