Alissa L. Conklin

I have partnered with Trustmont Group for 13 years because they have allowed me the freedom to build and manage my practice on my own terms, while providing the support, tools and resources needed to best serve my clients. Trustmont has provided direct support for the ever-changing compliance arena and guidance in portfolio management and product knowledge. They are committed to meeting the client needs of each financial advisor, while being equally committed to my value as an independent financial advisor. Their personal attention to my success has made building my business a rewarding process. I am very thankful for my affiliation with Trustmont Group!