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Edward Jones financial adviser moves to new office

Posted at 2:26 pm April 15, 2019
By John Daniels Leave a Comment

John Daniels

John Daniels of the financial services firm Edward Jones has opened a new office at 708 South Illinois Avenue. The new office opened for business on Monday, April 1. The phone number is (865) 272−3829.

Daniels, who has been a financial adviser since 2017, said, “We are excited about our new location, and we are eager for our clients and neighbors to visit us.”

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada, a press release said. [Read more…]

Filed Under: Business, Front Page News, Oak Ridge Tagged With: Edward Jones, financial adviser, investments, John Daniels, New Office

Trust Company, trusts to be discussed Monday

Posted at 9:59 am March 21, 2019
By Oak Ridge Today Staff Leave a Comment

Kim Cochrane

Kim Cochrane

 

Submitted

Kim Cochrane, vice president and trust officer at the Trust Company in Knoxville, will speak at the AAUW, Oak Ridge Branch, luncheon meeting on Monday, March 25. The meeting will be at the First Presbyterian Church, Room 102, Activities Building. Cochrane’s topic will be “Who is the Trust Company and What is a Trust?”

Cochrane works with wealth management and personal trust clients with an emphasis on special needs trust and trust administration, a press release said. She received her bachelor’s degree in social sciences from Appalachian State University and completed accounting studies at Old Dominion University. She is a certified trust and financial adviser, as well as a certified public accountant licensed in both Tennessee and South Carolina. She is a member of the Tennessee Society of Certified Public Accountants and the Knoxville Estate Planning Council, the press release said.

A luncheon of soup, sandwiches, and dessert will be catered by the Soup Kitchen at a cost of $8 and will be served at 11:30 a.m. The program will begin at noon Monday. Reservations may be made by calling Mary Uziel at (865) 483-1043. Those who choose to bring a lunch should still call to reserve seating at the meeting. [Read more…]

Filed Under: Business, Community Tagged With: AAUW, certified public accountant, financial adviser, Kim Cochrane, trust administration, Trust Company

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Classifieds

Public Notice: NNSA announces no significant impact of Y-12 Development Organization operations at Horizon Center

AVAILABILITY OF THE FINAL ENVIRONMENTAL ASSESSMENT FOR THE OFFSITE HOUSING OF THE Y-12 DEVELOPMENT … [Read More...]

ADFAC seeks contractors for five homes

Aid to Distressed Families of Appalachian Counties (ADFAC) is a non-profit community based agency, … [Read More...]

Public notice: Draft environmental assessment for Y-12 Development Organization at Horizon Center

AVAILABILITY OF THE DRAFT ENVIRONMENTAL ASSESSMENT FOR THE OFFSITE HOUSING OF THE Y-12 DEVELOPMENT … [Read More...]

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