M. Jane MacDonald
Financial Planner, Partner
PHONE: (615) 369-1407 | FAX: (615) 850-8096
Licenses & Certifications:
- Certified Financial Planner™ practitioner, CFP®
- Licensed Insurance Agent
- Registered Securities Representative of TrustCore Investments, LLC
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Jane helps her clients to better understand and manage their finances as a critical first step towards reaching goals and developing a feeling of confidence. Whether detailed cash flow analysis is called for or a broader look is needed, Jane will work with the client to suit the circumstances. Jane prefers to meet with her clients at least quarterly and, through this ongoing series of meetings, reviews all facets of the client’s financial life in an orderly way.
Jane enjoys reading, following business, politics, economics, and national and global affairs, remaining on top of events that can impact investments and her clients. She is married and has three children who are building families and careers of their own now.