Over ten years ago, I built my business to help guide people through the numerous financial decisions that will help dictate their future. My job as a financial advisor is to help get their plan correct, the first time.
Our typical clients are either in retirement or 5-10 years out. We have refined a process to help them look to the future with anticipation while avoiding financial landmines. We partner with their CPAs and estate attorneys to get our clients financially organized by helping to "consolidate, simplify, and focus" their assets. Could you "do it yourself"? Sure! You could also clean your own teeth or build your own house. But sometimes, it's worth having an advisor to help guide you.
On a personal note, I was born and raised here in Thomaston. I attended Mercer University on a soccer scholarship and graduated with degrees in economics and financial management. My wife, Bethany, is also from Thomaston and is an Auburn graduate (War Eagle!). We have three children, Wyatt, Wyndsor and Eleanor.
My business partner, Rhonda Hatchett, and I strive to provide an ideal client experience. Rhonda has been with Edward Jones since 2008 and has over two decades of experience in the financial services industry. We focus on helping our clients feel "informed, in control and secure" at all times.
Edward Jones adheres to the same principals in which I subscribe - we put our client's interests ahead of our own. There is no other firm more worthy of my service, and in 2019, I had the privilege of becoming a limited partner in the firm. Our investment philosophy is simple and intentional. We believe the keys to investment success are:
1.) Owning Quality Investments
2.) Being Properly Diversified
3.) Investing for the Long-Term
Let us show you how we can make a difference!
- Retirement Income Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Phone NumberWynn Trice at (706) 648-4393
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