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Pete Trice, Financial Advisor

FINANCIAL ADVISOR
Pete Trice

600 Commons Dr Ste 100, Gallatin, TN 37066opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Special Needs Financial Considerations
  • Insurance & Annuities
  • College Savings

About Pete

As your Edward Jones financial advisor, I prioritize understanding your financial aspirations before recommending investment strategies. My client-first approach ensures that each financial strategy is uniquely tailored to meet your goals, whether it's planning for retirement, saving for your children's education or securing your family's financial future.

My career has been built on a foundation of diverse experiences. With a background in operations management and distillation, I bring a unique perspective to financial advising. This blend of experience allows me to craft innovative solutions that address complex financial needs, all while helping to ensure that my clients are fully informed and...

Work History

  • Edward JonesJanuary 2024 to Current
  • US Health GroupNovember 2023 to January 2024

Education

  • University of LouisvilleMBA (Masters of Bus Admin)
  • Univ of Alabama-TuscaloosaBachelor of Commerce

Personal Interests

  • Spending Time with Family
  • Golfing
  • Sports Enthusiast
  • Cooking
  • Music

Team Members

  • Laurie Summers
    Sr. Branch Office Administrator
  • Karen Kerrigan
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 07:00AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(615) 452-9927

Fax

(877) 370-4112

Office Address

600 Commons Dr Ste 100
Gallatin, TN 37066opens in a new window

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