Linda Grant-Smith
Financial Planner

Telephone: (615) 277-9468   |   Fax: (615) 522-5380  |  E-Mail Address: click here  

Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®
Registered Securities Representative
Licensed Insurance Agent
Registered Principal

Linda joined TrustCore in 2006 as a financial planner. She is a CERTIFIED FINANCIAL PLANNER™ practitioner who specializes in financial issues for small business owners,  especially closely held and family owned businesses. Linda has over seven years of planning experience.  Many of Linda's clients rely on her expertise and experience with  tax strategies, retirement and succession planning for multi-generations, business and land transfers, benefit plans, group insurance, and other business finance issues.


Linda earned a BA from Wesleyan University in Middletown, Connecticut. She has served as an advocate for children with disabilities and is active in fundraising for a private education foundation.