Paul Egan
Financial Planning Professional

Telephone: (615) 227-9462   |   Fax: (615) 850-8077  |  E-Mail Address: click here 

Licenses & Certifications:
Registered Securities Representative
Licensed Insurance Agent

Paul joined TrustCore in 2006 as an account manager in Management Services. After about three years with the company, he began working with the Planning Department in September 2008. Paul currently works with TrustCore planners to develop financial plans and provide reports for clients. 

He completed the educational requirements of the Financial Planning Association and has passed the CFP^® exam.  He now is fulfilling his three-year work experience as required by the Association to be authorized to use the designation.

Paul graduated cum laude with a B.S. in Recording Industry Management (2006) and with a Masters of Business Administration (2008) from Middle Tennessee State University.  Paul is a Registered Securities Representative and a Licensed Insurance Agent.