John Dodd is a senior private wealth advisor for the Private Wealth division and senior partner of Blue Trust and serves his clients out of the office in Nashville, Tennessee.
As an experienced wealth advisor to individuals, families, and businesses, John uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. John and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Prior to joining the company, John worked for Arthur Andersen & Co. as a tax accountant serving individuals, corporations, and partnerships. John also worked in the banking industry in mergers and acquisitions, financial analysis, and lending.
John earned his BS in accounting from the University of Mississippi and his master’s degree in taxation at Georgia State University. He is a CERTIFIED FINANCIAL PLANNERTM certificant, a Chartered Retirement Planning Counselor, an Accredited Asset Management Specialist, an Accredited Wealth Management Advisor, and a Certified Wealth Strategist® (CWS®).
John is a popular financial teacher and seminar speaker, earning an “excellent” rating by the American Institute of Banking, as well as being a featured speaker at the Federal Reserve. John has appeared in Fortune magazine, Sound Mind Investing newsletter and authored a book entitled Rx for a Medical Marriage: A Guide to Harmony (based, in part, on his marriage to a doctor and having been reared in a medical family). He has spoken on Christian Radio and been a featured speaker for Focus on the Family and Christian Medical and Dental Society conferences.
His past and present community involvement includes adjunct professor of accounting at Dekalb College, past president of InfoAdvantage Toastmasters, and chairman of the board of the Friends of the Susan Gray School at Vanderbilt University. John is active on the board of the Brentwood YMCA, Leadership Brentwood, and Cool Springs Rotary.
John and his wife, Kathleen, live in Brentwood and have two daughters.
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Perry Daniels
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Perry Daniels2024-12-02 08:13:382024-12-02 08:13:38“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws
