Resumes
Resumes
Wealth Advisor
View pageLocation:
1902 south 46Th St, Quincy, IL 62305
Industry:
Financial Services
Work:
Greater St. Louis Financial Planning Association since 2009
Board Member
NAIFA St. Louis since May 2008
Board Member
Society of Financial Service Professionals since Apr 2008
Board Member (Vice-President)
Brokerage Unlimited, Inc. since May 2003
Marketing Representative
New York Life 1998 - 2002
Financial Advisor
Board Member
NAIFA St. Louis since May 2008
Board Member
Society of Financial Service Professionals since Apr 2008
Board Member (Vice-President)
Brokerage Unlimited, Inc. since May 2003
Marketing Representative
New York Life 1998 - 2002
Financial Advisor
Education:
University of Missouri-Columbia 1990 - 1995
BA, Financial PlanningCoursework included principles of personal financial planning, investments, insurance, real estate, retirement planning, estate planning, and taxation; complemented by courses that develop an understanding of the economic and social contexts within which clients make financial decisions. The goal of the degree program is to provide clientÃÂâÃÂÃÂÃÂÃÂcentered financial management advice
BA, Financial PlanningCoursework included principles of personal financial planning, investments, insurance, real estate, retirement planning, estate planning, and taxation; complemented by courses that develop an understanding of the economic and social contexts within which clients make financial decisions. The goal of the degree program is to provide clientÃÂâÃÂÃÂÃÂÃÂcentered financial management advice
Skills:
Retirement Planning
Financial Advisory
Investments
Life Insurance
Estate Planning
Insurance
Marketing
Fixed Annuities
Financial Services
Iras
Finance
Financial Advisory
Investments
Life Insurance
Estate Planning
Insurance
Marketing
Fixed Annuities
Financial Services
Iras
Finance