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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

John M. Trotter, AIF®

Private Wealth Manager

972-890-7163

john@johntrotterinvestments.com

John Trotter is an independent Private Wealth Manager.  John provides advice and coaching to his clients in all aspects of their financial lives from planning for retirement to preparing for the unexpected. John takes an...
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