Bob Sinclair Email & Phone Number

Brentwood, Tennessee, United States

Brentwood, Tn 37027

Bob’s long tenure of involvement in the financial services industry has given him the opportunity to work on many interesting and complex cases. This has given him unique experience in offering solutions to his own clients’ issues. He has an extensive network of other professionals from Attorneys, CPA’s, Trust Officers, Bankers, Mortgage Lenders and Realtors. Bob has assisted clients with attaining their financial independence, retirement goals, providing for loved ones from an untimely death, coordinating the estate settlement with other professionals. He has also been involved in the servicing of Corporate Qualified Retirement Plans over the last 40 years.Bob operates his Strategic Wealth Journey Process utilizing a team approach with his son, Tyler Sinclair, CFP, along with Matt Bader, CFP & Nici Halweg his Associate. He also utilizes the support and collaboration of other key teams at TrustCore; Research Team, Planning Group, Insurance Administration, and Operations to add value to his clients.Bob entered the financial services profession in 1973. Early in his career, he earned the Chartered Life Underwriter designation (CLU) followed by the Chartered Financial Consultant (ChFC). He joined TrustCore in 1988 where he is a Partner, President of TrustCore Insurance Agency, Inc., and serves on the Board of Directors at TrustCore Financial. Bob is a Registered Securities Representative of TrustCore Investments, Inc., and a Licensed Insurance Agent. He is a member of the TrustCore Financial Planning Committee as well as the American Society of Financial Professionals.