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Bob W. Sinclair
President, TrustCore Insurance Agency
Telephone: (615) 370-1272 | Fax: (615) 850-8090 | E-Mail Address: click here
Licenses & Certifications:
ChFC (Chartered Financial Consultant)
Licensed Insurance Agent
Registered Securities Representative
Bob joined TrustCore in 1988, after beginning a career in the financial service industry in 1973. Bob is uniquely qualified to offer his clients the benefits of his 35 years of experience. He has developed a network of other trusted professionals throughout the Middle Tennessee business community who can assist him in meeting the needs of his clients.
Bob provides fee based comprehensive financial planning to a high net worth clientele including successful individuals and small business owners. In our complex financial world, Bob’s clients enjoy the peace of mind that comes from delegating their financial planning process to a proven professional. Bob has created a unique process for his existing clientele called the “Strategic Wealth Journey” that is used to systematically review and evaluate the client’s financial progress. Under Bob’s leadership and direction a specific course of action is charted that allow his clients to attain their financial goals with confidence. Due to the highly individualized nature of Bob’s practice he adds only a limited number of clients each year many of whom are referred by existing clients.
Bob and his wife Debbie have been happily married for over 31 years and are the proud parents of 3 adult children, Rebecca, John and Tyler. Bob enjoys spending time with his family, being on Center Hill Lake or his family farm. He is an avid Tennessee sports fan and enjoys watching his youngest son Tyler play football for Murray State University. He is a deacon and active member of Brentwood Baptist Church. Bob is also past President of the Brentwood Rotary Club and current Trustee of the Brentwood Rotary Charitable Foundation. Bob is a member of the American Society of Financial Professionals, the Nashville Estate Planning Counsel, and the American Society of Pension Professionals & Actuaries (ASPPA)
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