early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones...
Summary Michael Jay Raymond is an independent Wealth Advisor of Thrivent Financial. We take a broad-based approach... to helping our clients achieve multiple financial goals. His practice helps our clients analyze their current situation, develop...
tracking. Confidentiality & Professionalism: Handles sensitive medical, financial, and personal data with a high level... Evaluation (APE) Continuous Quality Improvement (CQI) workgroups Resident/Faculty/Advisor meetings Milestone Tracking...
& Financial Advisor (CTFA), Certified Financial Planner (CFP). High level of financial or fiduciary and estate planning knowledge..., needs, financial situations, and family dynamics. Demonstrates discretion and effective judgement in managing complex...