Description
Objective: to grow a strong client base through education and collaboration with local estate planning attorneys and healthcare providers. Already maintain strong referral base and have clients ready to transfer to new financial institution. PROFESSIONAL SUMMARY ACCOMPLISHMENTS Obtained and Maintained Florida Life, Health and Variable Annuity License (FL 215). Will have 65 license by end of 2017. Member of many estate planning counsel and charitable organization boards. Spearheaded many charitable foundation events and networking events. Extensive knowledge of trusts, estates and trust administration. Looking to work with a team that values client education and planning for the future generation both through financial planning and the clients business and estate planning structure.
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