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Financial Consultants in Georgia

Financial Consultants in Savannah, GA

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249 results found

Brian Coulter Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Bachelor of Science • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Senior Financial Advisor at Merrill Lynch
Title:
First Vice-President - Senior Financial Advisor
Location:
Savannah, Georgia Area
Industry:
Investment Management
Work history:
Merrill Lynch - 3 Skidaway Village Square, Savannah, GA 31411Senior Financial Advisorsince Oct 2009Banc of America Investment Services - Savannah, Georgia AreaFinancial AdvisorOct 2003 - Oct 2009
Full Profile

Kemuel Brown Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Pastor • Pastoral Worker • Religious Worker • Clergy • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founder • Founding Member • Chief Executive • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Soldier Family Assistance Center (SFAC), Senior Pastor at Destiny Christian...
Title:
Personal Financial Advisor, Department of Defense
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
Soldier Family Assistance Center (SFAC) - FT Stewart, GAFinancial Advisorsince Jul 2010Destiny Christian Center - Hinesville, GASenior Pastorsince Dec 1999
Full Profile

Brad Hunnings Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Counselor • Entrepreneur • Advisor • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Financial Analyst

Experience & Education

Title:
Finance Insurance & Investment Consultant, Bank Executive, Real Estate Expert, Entrepreneur, Top Sales Producer
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
AXA Advisors - Savannah, GAFinancial ConsultantJun 2009 - Feb 2013Darby Bank & Trust Co. - Savannah, Georgia AreaGroup Vice President - Commercial LendingApr 1997 - Apr 2009
Skills:
Entrepreneurship, Loans, Securities, Small Business, Insurance, Banking, Retirement, Fixed...
Full Profile

Dan Silva Savannah, GA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Philanthrope • Non-Profit • Leader • Advisor • Managers • Client Service Officer • Personnel Officer • Personnel Specialist • Recruitment • Commander • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science

Experience & Education

Position:
Financial Advisor at VALIC
Location:
Savannah, Georgia Area
Industry:
Banking
Work history:
VALIC Financial Advisorsince Jan 2011Wachovia Bank Personal Banker 2Mar 2008 - Dec 2010
Skills:
Series 63, Team Building, Life Insurance, Retirement Planning, Cross-functional Team Leadership,...
Full Profile

Katherine Burford Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Savannah, Georgia Area
Industry:
Investment Management
Work history:
Merrill Lynch Financial Advisor
Full Profile

Kathy Burford Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Merrill Lynch
Location:
Savannah, Georgia Area
Industry:
Investment Management
Full Profile

Kathryn Burford Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Merrill Lynch
Location:
Savannah, Georgia Area
Industry:
Investment Management
Full Profile

Stanley Cahn Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Technical Support Specialist • Systems Support Specialist • Support Specialists • Marketing Manager • Managers • Internet Marketing Manager • Web Marketer

Experience & Education

Position:
1st VP- Investment Officer at Wells Fargo Advisors LLC, 1st VP - Investment Officer at Wachovia...
Title:
1st VP - Investment Officer at Wells Fargo Advisors
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors LLC 1st VP- Investment Officersince Sep 2003Wachovia Securities LLC 1st VP - Investment Officersince May 1992
financial advisor at wachovia securities
Full Profile

Travis Chance Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Government Administration Professional • Sales Representative • Operations Manager • Community Service Manager

Experience & Education

Position:
Registered Rep./Investment Advisor Representative at cfd Investments/Creative Financial Designs,...
Title:
Financial Advisor at Chance Financial Group
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
Cfd Investments/Creative Financial Designs - Statesboro, Savannah, Bluffton, Hilton Head Island, surrounding areasRegistered Rep./Investment Advisor Representativesince Apr 2012Chance Financial Group - Statesboro, Savannah, Bluffton, Hilton Head Island, surrounding areasFinancial Advisorsince Oct 2009
Skills:
Long-term Care, 401k, Retirement Planning, IRAs, Retirement, Life Insurance, Strategic Financial...
Full Profile

John Bonwitt Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Counselor • Contractor • Advisor • Manager • Operations Manager • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Independant contractor at Chamber of Sustainability, Manager at Shipyard Property Management, LLC., ...
Title:
Senior Financial Consultant
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
Chamber of Sustainability Independant contractorsince 2008Shipyard Property Management, LLC. Managersince Feb 2003
Full Profile

Richard Gillette Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Investor • Director • Manager • Operations Manager • Correspondent • Reporter • Agent • Sales Representative

Experience & Education

Position:
Sr. Financial Advisor & Retirement Planning Consultant at Retire RX, Inc.
Location:
Savannah, Georgia Area
Industry:
Investment Management
Work history:
Retire RX, Inc. Sr. Financial Advisor & Retirement Planning Consultantsince Oct 2010Integrifirst USA Senior Financial Advisor - Retirement Planning ConsultantAug 2008 - Jan 2011
Full Profile

Robert Vodzack Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Business Administrator • Advisor • Director • Financial Officer • Financial Manager • Operations Manager • Controller • Account Manager

Experience & Education

Title:
Financial Consultant at RW Beck Financial Consultant at R W Beck
Location:
Savannah, Georgia Area
Industry:
Utilities
Full Profile

Tammy Spencer Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Office Assistant • Office Clerk • Clerical Specialist • Master of Science • Bachelor of Science • Psychologist • Medical Support Assistant • Health Support Worker • Healthcare Support • Psychology Specialist

Experience & Education

Work

Company:
Mhup practices
Practice patient financial counselor
Company:
Memorial university medical center - Savannah, GA
Patient financial counselor
Full Profile

Duncan Pittman Savannah, GA

Professions & Specialties

Financial Adviser • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Educator • Education Professional • Instructor • Moderator • Advisor • Manufacturing Laborer • Laborer • Authoress • Author • Operations Manager • Student Worker • Entertainer

Experience & Education

Position:
Academic and Financial Advisor at Savannah College of Art and Design, Educator, Freshman First Year ...
Title:
Academic and Financial Adviser at Savannah College of Art and Design
Location:
Savannah, Georgia Area
Industry:
Media Production
Work history:
Savannah College of Art and Design - Student Support Services, SCAD-SavannahAcademic and Financial Advisorsince May 2010Savannah College of Art and Design - Student Support Services, SCAD-SavannahEducator, Freshman First Year Experience Classsince May 2010
Full Profile

Barbara Bart Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Advisor • Spokesperson • Representative • Master of Business Administration • Master of Science • Lecturer • Postsecondary Teacher • Operations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Savannah, Georgia
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince 2009Morgan Stanley Smith Barney Financial Advisor2007 - 2009
Skills:
Retirement Planning, 401k Rollovers, Retirement Income Strategies, Business Succession Planning,...
Certifications:
Chartered Retirement Planning Counselor, College for Financial Planning
Full Profile

Jim Campbell Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Commissioner • Mediator • Vice President • Chief Executive • Computer Software Professional • Information Technology Specialist • Software Developers • IT Specialist • Clerical Specialist • Inspector • Advisor

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor with Merrill Lynch Wealth Management
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
Merrill Lynch - 100 Brampton Avenue, Suite 2J, Statesboro, GA 30458Financial Advisorsince Mar 2011Harris Computer Systems ManagerDec 2009 - Dec 2010
Certifications:
CPA - Certified Public Accountant, AICPA - American Institute of Certified Public Accountants
CFE - Certified Fraud Examiner, ACFE - Association of Certified Fraud Examiners
Full Profile

Thomas Inglesby Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Representative • Advisor • Field Representative • Compliance Officer • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President at Ashford Advisors
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
Ashford Advisors Senior Vice Presidentsince Nov 1994Prudential Management1971 - 1994
Full Profile

John Brighton Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Physical Therapists

Experience & Education

Position:
Financial Advisor at Wachovia Securities
Location:
Savannah, Georgia Area
Industry:
Investment Management
Work history:
Wachovia Securities Financial Advisor
Full Profile

Roberts, Michelle Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor at VALIC
Title:
Financial Planning Advisor
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
VALIC - Savannah, GAFinancial Advisorsince 2012Roberts Insurance and Financial Services Roberts Insurance and Financial Services2004 - 2012
Certifications:
Certified Financial Planner, CFP Board
CLU, The American College
Full Profile

Tekina Martin Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
G4s secure solutions
Customer protection officer
Company:
Aegis communication inc - Tamarac, FL
American express/ ameriprise financial advisor

Skills

Supervised 7 or more employees, Leadership Skills, Cetification on Paralegal and B.S. in Criminal...
Full Profile

Iris Dayoub Savannah, GA

Professions & Specialties

Financial Consultant • Stock Broker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Chairperson • Chief Executive Officer • Financial Director • Chief Executive • Corporate Executive • Financial Officer • Financial Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President/CEO at Alpha Financial Management
Title:
Helps clients make wise decisions about their money and take actions that are in harmony with their values.
Location:
Savannah, Georgia
Industry:
Financial Services
Work history:
Alpha Financial Management - Savannah GAPresident/CEOsince 1994Merrill Lynch Financial Advisor1983 - 1991
Languages:
Sign Language
Certifications:
Accredited Investment Fiduciary, fi360
Full Profile

Shakerra Anderson Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Business Administrator • Recruitment • Operations Manager

Experience & Education

Work

Company:
Memorial health
Financial counselor
Company:
Memorial health
Financial counselor/customer representative
Full Profile

Sandra Rosenberg Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial consultant at Holidays Greek-Italian Restaurant
Location:
Savannah, Georgia Area
Industry:
Restaurants
Work history:
Holidays Greek-Italian Restaurant Financial consultant
Full Profile

Luci Sapwell Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at Savannah College of Art and Design
Location:
Savannah, Georgia Area
Industry:
Higher Education
Work history:
Savannah College of Art and Design Financial advisor
Full Profile

Fran Hubbell Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Retired Financial Consultant at Hargray Communications
Location:
Savannah, Georgia Area
Industry:
Telecommunications
Work history:
Hargray Communications Retired Financial Consultant
Full Profile

Padgett Mixon Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Sea Island Bank / Synovus Securities
Location:
Savannah, Georgia Area
Industry:
Investment Management
Work history:
Sea Island Bank / Synovus Securities Financial Consultant
Full Profile

Rick Montalvo Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Business Administration • Managers

Experience & Education

Work

Company:
Bella group
Company:
Universal insurances
Insurance financial consultant/ rg insurances
Full Profile

Steve Jurgensen Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Axa Advisors
Location:
Savannah, Georgia Area
Industry:
Investment Management
Work history:
Axa Advisors Financial Advisor
Full Profile

William Sauter Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor, Edward Jones
Location:
Savannah, Georgia Area
Industry:
Investment Management
Full Profile

Brad Literati Savannah, GA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Managers

Experience & Education

Work

Company:
Edward jones
Financial advisor
Company:
Suntrust bank, savannah
Personal banker and bank officer
Full Profile

Jarad Brown Savannah, GA

Professions & Specialties

Loan Officer • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Dewitt mortgage
Senior loan officer
Company:
Wells fargo advisors - Savannah, GA
Financial advisor
Full Profile

Adam Lee Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Savannah, Georgia
Industry:
Financial Services
Work history:
Edward Jones - Savannah, Georgia Area, United StatesFinancial Advisorsince Sep 2006
Skills:
Public Speaking, Writing, Fixed Annuities, Immediate Annuities, Variable Annuities, 401(k), 403(b), ...
Certifications:
Accredited Asset Management Specialist, College for Financial Planning
Full Profile

Eric Brantley Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service • Advertising Professional • Advertising Sales Agent • Automotive Specialist • Automotive Professional • Advisor • Operations Manager

Experience & Education

Position:
Financial Consultant at Gulf States Marketing
Title:
Financial Consultant
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
Gulf States Marketing - Savannah, Georgia AreaFinancial Consultantsince Jun 2011Journal Constitution Major Account ExecutiveJul 2007 - Aug 2009
Full Profile

Michelle Roper Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Counselor at United States Army
Location:
Savannah, Georgia Area
Industry:
Military
Work history:
United States Army Financial Counselor
Full Profile

Mario Conti Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Region Manager • Group Manager • Board Member • Operations Manager • Chief Executive • Management Team Executive • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Area Manager • Managers

Experience & Education

Title:
Financial Advisor Manager who leads talent to accelerated performance while maintaining compliance and profitability.
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
SunTrust Investment Services Inc. - GeorgiaRegion ManagerSep 2007 - Mar 2013SunTrust Investment Services, Inc. - MD / DC / VAMid Atlantic Group ManagerJun 2001 - Sep 2007
Certifications:
Certified Financial Planner
Full Profile

Rick Montalvo Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Business Administration • Managers

Experience & Education

Work

Company:
Bella group
Company:
Universal insurances
Insurance financial consultant/ rg insurances
Full Profile

Amelia Poppell Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Independent Education Management Professional • Education Management Professional • Managers • School Administrator • Educational Manager • Instructor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Advisor Representative, Financial Advisor at VALIC
Location:
Savannah, Georgia Area
Industry:
Education Management
Work history:
VALIC - Savannah, Georgia AreaInvestment Advisor Representative, Financial Advisorsince Aug 2012Education - Savannah, Georgia AreaIndependent Education Management Professional2010 - 2012
Skills:
Teacher Training, Public Speaking, Staff Development, Educational Leadership, Teaching
Full Profile

Martin Sather Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Wealth Management Advisor at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management Advisorsince Mar 2008American Franchise Company, LLC Vice PresidentJun 2007 - Sep 2007
Full Profile

Timothy Beers Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones Investments
Title:
I build, safeguard and transfer wealth
Location:
Savannah, Georgia
Industry:
Investment Management
Work history:
Edward Jones Investments - Savannah, Georgia AreaFinancial Advisorsince May 2001W. R. Grace & Co. (Hong Kong) LTD - Hong KongRegional Manager, Asia PacificMay 1996 - Feb 2000
Skills:
401k Rollovers, Wealth Accumulation, Investments, Retirement Planning, Strategic Financial...
Full Profile

Adam Exas Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Managers • Owner • Director of Operations • Chief Executive • Operations Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Certified Nurse Aide • Nurse • Nurse Practitioner • Health Professional • Health Practitioner

Experience & Education

Position:
Owner, Director of Operations at Gray-Cor, Inc
Title:
Entrepreneur
Location:
Savannah, Georgia Area
Industry:
Facilities Services
Work history:
Gray-Cor, Inc Owner, Director of Operationssince 2010The Householder Group Financial Advisor2010 - 2011
Skills:
Finance, Investments, Strategic Financial Planning, Management, Public Speaking, Accounting, Time...
Full Profile

Cassandra Rosenberg Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
financial consultant at Holidays Greek-Italian Restaurant
Location:
Savannah, Georgia Area
Industry:
Restaurants
Full Profile

Louis Oswald Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Consumer Goods Professional • Commodities Clerk • Team Member • Student Worker

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Title:
Financial Advisor
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Savannah, Georgia AreaFinancial Advisorsince Apr 2012Emerald Petroleum - 1541 Dean Forest Road Savannah, GA 31408SalesJul 2011 - Mar 2012
Full Profile

Andrew Payne Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor
Location:
Savannah, Georgia Area
Industry:
Banking
Full Profile

Stave Kanner Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Representative at New York Life Insurance Company, Owner at Family Matters Financial
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
New York Life Insurance Company Registered Representativesince Mar 2006Family Matters Financial Ownersince Aug 2000
Skills:
Life Insurance, Wealth Accumulation & Preservation, Tax Strategies, Education & Retirement...
Financial Advisor at New York Life Insurance Compa..
Full Profile

Richard Cheong Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Construction • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Independent Business Owners

Experience & Education

Position:
Franchisee at Liberty Tax Service, Financial Consultant at HD Vest, Principal at Cheong...
Title:
Franchisee Liberty Tax Service
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
Liberty Tax Service Franchiseesince Oct 2004HD Vest Financial Consultantsince Jun 2008
Full Profile

Kimberly Good Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Database Administration Professional • Database Administrator • Trust Law Attorney • Lawyers

Experience & Education

Title:
President, KCG Investment Advisory Services LLC
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
Previously DBA KCG Financial Consultant OwnerMar 2009 - Feb 2011Alpha Financial Management Senior Financial AdvisorApr 2008 - Mar 2009
Full Profile

Kelly Newberry Savannah, GA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager

Experience & Education

Position:
Associate Vice President-Investments/ CFP® at Wells Fargo Advisors
Title:
Associate Vice President-Investments, CFP® at Wells Fargo Advisors, LLC
Location:
Savannah, Georgia
Industry:
Investment Management
Work history:
Wells Fargo Advisors - Savannah, GeorgiaAssociate Vice President-Investments/ CFP®since Feb 1997Prudential Securities - Savannah, Georgia AreaFinancial AdvisorOct 1992 - Feb 1997
Full Profile

Josh Mcintosh Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Area Manager • Managers • Bachelor of Business Administration • Chief Executive • Region Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Title:
Financial Advisor
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - GA, FL, SCFinancial Advisorsince Dec 2010Remler Construction V.P.Aug 2005 - Sep 2010
Full Profile

J. Hatcher Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive

Experience & Education

Position:
Financial Advisor / Branch Owner at H.D. Vest Financial Services
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
H.D. Vest Financial Services Financial Advisor / Branch OwnerWachovia Securities, LLC Financial AdvisorJan 1996 - Jul 2003
Skills:
Retirement planning, portfolio management, income and cash management, insurance services, college...
Full Profile

William Fielitz Savannah, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal at Chatham Capital Group
Title:
Principal, Chatham Capital Group
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
Chatham Capital Group Principalsince Sep 2003A.G. Edwards Financial ConsultantJan 2000 - Sep 2003
Full Profile


Financial Consultants near Savannah, GA0612182430Hilton Head IslandBlufftonHinesvilleBeaufortStatesboroRichmond HillRinconPinelandCoosawhatchieJesup