Principal/Senior Vice President, Trinitas Wealth Management
Office Manager, RJFSA
I have been a financial advisor since 1982 and also served as a branch manager for the last 22 years in the Wells Fargo Advisors financial services business. My entire career has been in the Northeast Tennessee/Southwest Virginia area. My team, Trinitas Wealth Management, joined Raymond James in October 2019.
My experience sets me apart. I have served clients since becoming registered in 1983. My time in the business has included the difficult 1987 selloff, the prosperity that followed, the dot-com boom in the late 1990s, the Great Recession of 2008 and 2009, and the recovery that has extended to the present day. I have a strong conviction regarding active risk management.
Clients rely on their advisors for many different reasons, but the common thread is that all have aspirations for their lives and a need to feel financially secure. It is critical that the advisor take time to listen, ask questions that help uncover and reveal the important details, and only provide an unbiased, cost-effective, reliable set of possible outcomes for consideration.
Two characteristics that I believe set the successful advisor apart are servant leadership and integrity. I have always felt that the calling to be a financial advisor has its origin in a strong desire to help others as well as leave the world a better place than you found it.
I am confident in my ability to create and manage retirement income strategies for my clients. Most retirees desire an experience that provides for their income needs while simultaneously providing confidence that their funds will last as long as they need them. While there are “many right ways” to accomplish this, there is frequently one way that serves the client.
I graduated from Clemson University with a Bachelor of Science degree in Industrial Management in 1974. I have completed numerous courses during my career in the fields of portfolio design and management and also income plan structure.
I have been a member of First Broad Street United Methodist Church since 1978. I love my church and have served in many capacities, from Lay Leader to teaching Sunday school – mainly in the high school age group.
I enjoy playing golf. I am also a big fan of college athletics, especially the Clemson Tigers.
I am a native South Carolinian, but have lived in Tennessee since 1977. I have lived in Kingsport for all of those years.
I have been married to Alleen Proctor Heaton (Sissy) from Conway, South Carolina, for 42 years. We have two grown daughters, Lindsay Jones (Keith) and Rebecca Taylor (Aaron), and four grandchildren, Reynolds, Leenie, Pierson and Heaton.