Treina Sims-Pulliam

Treina Sims-Pulliam

Financial Services Representative

Treina has an extensive background in the Financial Services Industry. She has worked as a Mortgage Processor, Loan Officer and Branch Manager. In addition to her vast mortgage experience, she is a licensed Life and Health Insurance Agent.

Treina believes without proper planning and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life`s uncertainties and natural calamities.

Financial products serve as a medium to help you realize your objectives. An investment vehicle should be selected only after you have conducted an investigation of your goals and an analysis of how you can best achieve them.

Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives and investment portfolio. The selection of a product should be the last part of your financial process, not the first.

Together we can help you identify your goals, analyze your risk profile, assess your needs and establish a plan of action. It is my job to manage them.

Phone 901-680-7505
Fax 901-683-2619