John Mc Coll

John Mc Coll

Financial Investments


VCO Training 12/14/2020
Filling the Filing Cabinet Workshop 08/17/2020
Best Client Workshop 02/17/2020
InfoMinute Seminar 02/17/2020
Orientation Essentials 02/17/2020


Edward Jones

Edward Jones


4180 Providence Rd
Suite 320
Marietta, GA 30062


I was working with a client to evaluate their estate plan and I found out the client did not have a will in place. I set up a three-way email with an estate attorney, so my client could work with the estate attorney to create a will. My client was extremely pleased that I have resources outside of my firm to help them plan for their estate.

Referral Trigger Response

East Cobb Team

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Joined on 01/22/2020


VisitorCoOrdinator 12/07/2020