Mark Richards
Financial Planner

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

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

Mark Richards joined TrustCore in 2003.  With a practice that focuses on wealth management, Mark assists his clients in reaching their financial goals through investments, risk management, tax planning strategies, retirement planning, education funding, personal business management and 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 clients 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 quickly and accurately able to identify the scope of a problem or 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, who happens to be 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, who have styled their practice to help the clients to whom they feel they can be the most beneficial.

Mark earned a B.S. in Physics from Belmont University. He has also completed Belmont University’s Financial Planner Program and is a CERTIFIED PLANNER PRACTIONER™.  Additionally, he is one of only 5960* professionals in the U.S. and Canada to earn the designation of Certified Investment Management Analyst™ (CIMA®), a credential designed specifically for financial professionals who have attained a level of competency in advanced investment consulting.  Mark is currently serving on the TrustCore Investment Committee and is a Registered Securities Representative and licensed insurance agent.

On a more personal level, Mark is active in his community and serves on the board for the Financial Planning Association.  He lives in Nashville with his wife Shellie and their three children.

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