David Rhodes
Financial Planner

Telephone: (615) 277-9483 |   Fax: (615) 522-5394  |   E-Mail: click here

Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP^®
ChFC^® (Chartered Financial Consultant)
Licensed Insurance Agent
Registered Securities Representative
   of TrustCore Investments, Inc.

David joined TrustCore in 2009, after building his own successful financial planning practice from the ground up. He has been in the financial services industry for over twenty years and although his office is in Mt. Juliet, TN, he has clients in many different states.

David uses financial planning and investment processes that help his clients to make well-informed decisions at critical points in their financial lives. His fee-based approach allows him to build investment and planning strategies that are not biased toward any product or company. This allows him to "sit on the same side of the table" as his clients.

David's practice is built on the following personal beliefs:
 

• Long-term, healthy relationships are built on honest, open communication.
• An advisor must know the "big picture" before giving advice.
• Things will change, so flexibility is a key planning element.
• Losses can hurt more than gains help.
• Every client is unique, so no one solution is always the best answer.
• Trust must be earned.