Mark Richards
Financial Planner

Telephone: (615) 369-1420   |   Fax: (615) 850-8107 |  E-Mail: click here 

Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP^®
CIMA^® (Certified Investment Management Analyst)
Licensed Insurance Agent
Registered Securities Representative
   of TrustCore Investments, Inc.

Mark Richards joined TrustCore in 2003. With a practice that focuses on wealth management, Mark assists his clients in reaching their financial goals through tax planning strategies, investments, risk management, retirement planning, education funding, personal business management, charitable and estate planning strategies.

Solving immediate, complex financial challenges is often one of the first things that Mark will do for new clients. From there, the relationship continues as Mark formulates a plan to help the client achieve their lifelong financial goals. He will begin with each client by asking questions that uncover the client’s current financial habits and important facts about their lifestyle. From this information, Mark is able to quickly and accurately identify the scope of a potential problem and the effect it will have on a client’s long-term financial situation. During this process, Mark is able to assist the client by addressing challenges and providing strategies to overcome financial obstacles to their current, as well as future, financial situation.

Mark’s practice includes a partnership with Barbara Richards, his mother. Barbara and Mark share a commitment of giving their clients the best service and advice possible. They will often meet with clients as a team, with each of them bringing their own unique perspective to the table so that the client knows that every detail has been reviewed and the utmost care has gone into assisting the client in making the best decision for their needs.

Each client is given the full support of both Mark and Barbara. They have styled their practice so they can help the clients they feel will reap the most benefit. 

Mark earned a B.S. in physics from Belmont University. He also completed Belmont University’s Financial Planner Program and is a CERTIFIED FINANCIAL PLANNER^TM practitioner. He is one of only 5960* professionals in the U.S. and Canada to earn the designation of Certified Investment Management Analyst^TM (CIMA^®). A high level of competency in advanced investment consulting is required for holding this designation. Mark is currently serving on the TrustCore Investment Committee. He is a Registered Securities Representative and a licensed insurance agent.

Mark is active in his community and served on the board for the Financial Planning Association. He lives in Nashville with his wife Shellie and their 3 children.

 *According to Investment Management Consultants Assoc. Website, 01/10