Jefferson C. Adcock
Financial Planner

Telephone: (615) 369-1432 |   Fax: (615) 522-5384 |   E-Mail: click here

Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP^®
Licensed Insurance Agent
Registered Securities Representative
   of TrustCore Investments, Inc.
Master of Business Administration

Jefferson provides fee-based, comprehensive financial planning for clients who need guidance concerning investments, insurance, retirement and estate planning. He specializes in planning for families who are saving for retirement, and also want to provide for their children’s college education. In order to meet the individual needs of each client, Jefferson develops and implements customized financial plans.

At the beginning of 2011, Jefferson began working with Roger Reed and Craig Reed as an Associate Planner. Roger and Craig are both partners at TrustCore and have been with the firm since 1993 and 1998, respectively. As a team, Roger, Craig and Jefferson collaborate to find the best financial path for each client.

During the fall of 2008, Jefferson Adcock began his career with TrustCore in the Planning Department. He worked closely with TrustCore planners to create financial plans, analyze client portfolios and offer support for quarterly reporting. As a result, he gained valuable hands-on experience with investment strategies and comprehensive financial planning ideas.

Jefferson is a Registered Securities Representative, a Licensed Insurance Agent, and a CERTIFIED FINANCIAL PLANNER^TM practitioner. He graduated from Brentwood Academy in 2003, and earned both a Master in Business Administration and a B.S. in Business Management from Brock School of Business at Samford University in Birmingham. He, his wife, Eve, and their son, Tyler, live in the Brentwood area.