Barbara F. Richards
Financial Planner

Telephone: (615) 369-1410  |   Fax: (615) 850-8087   |   E-Mail Address: click here

Licenses & Certifications:
ChFC (Chartered Financial Consultant)
Registered Securities Representative
Licensed Insurance Agent

Barbara joined TrustCore in 1998, with more than 27 years of financial advisory experience. She began her career in the financial service industry in 1976, after leaving graduate studies and a position in the Business School at the University of Mississippi. She draws on her background as an officer in the Trust and Investment Division of a leading national bank to develop customized investment strategies for her clients.

Barbara provides planning services to high net worth individuals, professionals and business executives with emphasis on the creation, preservation and ultimate transfer of wealth. She is involved in all aspects of financial planning, advising her clients on issues pertaining to retirement planning, wealth transfer, charitable gifting strategies and risk management. Additionally, she coordinates with the client`s other professional advisors to construct a comprehensive analysis of their financial position. She helps her clients identify and refine their financial goals. She then assists in implementation of financial strategies to achieve those goals, using her extensive knowledge, experience and discipline. Barbara is a member of the American Society of Financial Professionals.