After 18 years of working for a multi-state law firm, I decided that it was time for a more meaningful career. In my time with the firm, I had many roles, but my most enjoyable and rewarding one was being a manager. I loved working day in and day out with amazing individuals. I learned that success depends on the person that you’re working with, and therefore it can be defined in many ways.
After living in Philadelphia and Fort Lauderdale, FL, I got an opportunity to move to Cumming, GA. I joined Edward Jones in 2019 because I believe in honesty and personal relationships. In my current role as financial advisor, I’ve been able to effectively transfer the lessons I learned in my previous experience. I believe that building success with my clients is defined by what is most important to them. To me, that’s the foundation of creating a personalized strategy that allows people to reach their goals and dreams!
In college, I attended Millersville University of Pennsylvania. When I wasn’t studying or investing in relationships with my Lambda Chi Alpha brothers, I dabbled in lacrosse. I graduated with a Bachelor of Arts in History. To this day, I remain a history buff and visit historical sites any chance that I get.
Shortly after graduating, I married my beautiful wife, Kaitlin. In October of 2010, we're blessed with our first and only child, Nathan. We think the world of that kid, and we can’t wait to see what the future holds for him!
I have clients and friends who say to me, “I wonder what it's like to wake up and love what you do.” I get to tell them what that feels like. I love working with a wide range of individuals, from first-time investors to retirees living their dreams. My favorite part is customizing how I work with each person based on his or her stage of life. A lot happens between the first investment need and the last. I love being there every step of the way!
- Retirement Income Strategies
- New Investors
- Portfolio Reviews
- Business Retirement Plans
- Divorce Finances
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- History and Museums
- Sports Enthusiast
Phone NumberWes Trunell at (770) 675-9964
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