Roger H. Reed,  CFP<sup>&reg;</sup> - Financial Advisor

Roger H. Reed, CFP®

TrustCore Financial Services

9028 Southerland Pl
Brentwood, TN 37027-8538
(615) 370-1270


Roger Reed is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TrustCore Financial Services in Brentwood, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • Other - Draughon's College, Univ of Tenn Executive Develop

Insurance Licenses

  • Life insurance: TN, KY
  • Health/disability insurance: TN
  • Property/casualty: TN
  • Fixed annuities: TN
  • Variable annuities: TN

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Identity Theft, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances


Helpful Financial Planning Resources