Claire Lord Jarrett is an independent financial advisor providing comprehensive planning services for individuals and businesses. As an independent financial advisor Claire has access to an entire suite of products to support beginning investors as well as seasoned investors. She can consult with you on 401k positions, IRA rollover, other retirement planning, tax strategies and insurance needs. Claire works with you to understand where you are today and develop a plan to help you reach your financial goals and plan for future events – including college, retirement, long-term care and life insurance. Claire also works with businesses offering group insurance, 401k administration services and merger and acquisition services.
She received her bachelor’s degree in business from University of Georgia and MBA from University of Phoenix. Claire has been a member of the Middle Tennessee community since 2000. She supports local and national nonprofit groups in the area. She serves on the board of directors for the Nashville Chapter of National Association of Women M.B.A.s and Women in Financial Services Middle Tennessee Chapter. She is a member of Junior League of Murfreesboro where she volunteers to support at risk women and children in the community.
Being a financial planner allows Claire to support individuals and businesses to improve their financial positions. It also gives her the opportunity to educate new investors and young people in the importance of saving and understanding monetary concepts and how to use these tools to their advantage. Knowing about how to save and create a financial plan can make all the difference in a person’s future. Saving and investing even a small amount each month can lead to a big payoff in the future for retirement, college, down payments and even funding vacations and other dreams. Claire believes in educating her clients as well as the community about investing for the long term.
Claire is a registered representative with Dempsey Lord Smith, LLC, with securities and insurance licenses in Tennessee.
