John McColl

John McColl

Financial Advisor

Member

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

Edward Jones

Edward Jones

770-971-0216

4180 Providence Rd
Suite 320
Marietta, GA 30062

Company

Members I've Invited

Jamie Wheeler

Jamie Wheeler

Sponsorship

East Cobb Team

Introduced by:

Joined on 01/22/2020

Leadership

TeamCoOrdinator 08/05/2022
VisitorCoOrdinator 12/07/2020

Team

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

Development