Expert Details

Expert in Financial Planning, FINRA Arbitration, Benefits

Expert ID: 736289 Georgia, USA

Request Expert

Expert is the owner of a State Registered Investment Advisory Firm with 24 years of financial planning experience. She received my BBA from Georgia State University and holds several licenses in multiple states.

She is also a Certified Financial Fiduciary, FINRA Arbitrator, and Certified Fund Specialist.

Available for panels, in depth interviews, and surveys only.

Education

Year Degree Subject Institution
Year: 1994 Degree: BBA Subject: Business Adminstration Institution: Georgia State University

Work History

Years Employer Title Department Responsibilities
Years: 2006 to Present Employer: Undisclosed Title: Owner/CEO Department: Responsibilities: Develop and implement strategic retirement, income, and estate plans based on client goals and objectives. Coordinate the efforts of attorneys, tax advisors, and human resource/pension specialists for advanced case design. Educate and implement recommendations via first-rate financial products. Develop and implement plan design and cost containment strategies for businesses and public-sector entities. Train and manage a premier enrollment team to deliver benefits communication and education, voluntary benefits, and enrollment technology solutions.
Years: 2004 to 2005 Employer: National Financial Services Group Title: Financial Planner Department: Responsibilities: Provide customized retirement planning solutions for clients
Years: 2003 to 2004 Employer: Madison Financial Group/MetLife Title: Financial Planner Department: Responsibilities: Provide customized retirement planning solutions for clients
Years: 1997 to 2003 Employer: Porraro & Associates/Allmerica Financial Title: Financial Planner Department: Responsibilities: Provide customized retirement planning solutions for clients

Career Accomplishments

Licenses / Certifications
LICENSES:
State Registered Investment Advisory Firm
Investment Adviser Representative
Series 6, 7, 63, 65, Variable Licensed
Georgia Principal Agency Resident
Georgia Resident Agent
Non-Resident Agent: Florida, Illinois, Indiana, Michigan, Tennessee

CERTIFICATIONS:
MBE: Georgia Minority Supplier Diversity Council
DBE; Georgia United Certification Program
MBE: Georgia Department of Administrative Services
WOSB/EDWOSB: Small Business Administration
SBE/FBE/AABE; City of Atlanta (GA) Office of Contract Compliance
M/FBE; Fulton County (GA) Office of Contract Compliance
SLBE/MBE/WBE: Clayton County Central Services
SLBE; Clayton County Water Authority
HUBZone: U.S. Small Business Administration

Fields of Expertise

Request Expert

Dev Tool:

Request: expert/financial-planning-finra-arbitration-benefits
Matched Rewrite Rule: expert/([^/]+)(?:/([0-9]+))?/?$
Matched Rewrite Query: experts=financial-planning-finra-arbitration-benefits&page=
Loaded Template: single-experts.php