Todd Potter

Marketing Associate

Having been in the financial services business for 23 years, Todd has learned the importance of listening. Every client is unique and has different aspirations and goals. Our approach for our clients is to listen intently to what they are trying to accomplish, then establish a plan together to pursue their goals with confidence. We review these plans and adjust along the way into the future.

Todd began his career as a producer in the life insurance industry and worked his way into management with AIG/American General; where he spent almost 18 years developing agents and managers; as well as taking care of clients. In 2014, his office was the leading organization in the company. He then opened Franklin Insurance and Retirement Services in 2016 and joined with TriCities Advisors in 2019. He attributes the decision to join on being able to better serve clients with the support and strength of the largest independent broker-dealer in the United States with LPL Financial (as reported by Financial Planning magazine, June 1996-2019, based on total revenue).

Todd has spent most of his life in East Tennessee. He is blessed with a wonderful family, his wife Wendy, daughter Shelby, and son Miles. God and church have been a central part of his home. He is very involved in his community, serving as a deacon, member of Gideons International, and serves on several organizational boards. His hobbies include music, playing golf, UK athletics, and many friendships.


  • Bachelors in Business Management, Tusculum University
  • Insurance Licensed for:
    • Life, Accident & Health, Variable Products in TN, NC, KY, VA
  • Series 6 & 63 Licenses held with LPL
  • LUTCF (Life Underwriter Training Council Fellow)
  • Eagle Scout
Phone 4233981133
Fax 4235098548
Mobile Phone 8596087977