Dallas, Texas, United States
Wayfinder Wealth was founded to deliver a higher-level, strategic financial plan for the enterprising entrepreneur. This includes the self-employed, the real estate investor, or simply the proactive high-earner who wants to take better control of their investments. Our independent status on the Madison Avenue Securities platform allows us to place best-of-breed solutions and customize extensively, unlocking access for our clients to products and portfolios that match their needs.
As an Associate Wealth Advisor (AWA) with Schwab Wealth Advisory™, my responsibilities include delivering an extraordinary and consistent client service experience, providing technical assistance, placing trades and strengthening client relationships. I leverage my 11+ years of industry experience and client service acumen by having a strong understanding of service issues that are inherent with high net worth clients, coupled with an ability to position resolutions with ease. I respond to foundational questions about client portfolios, financial planning, and the financial markets/economy. I partner with Schwab Wealth Advisors and Branch Network partners to deliver a truly world class financial services experience.
I partner with Wealth Management Advisors in delivering financial solutions to TIAA's high net worth clients. Using my knowledge of TIAA's various products and services, I assist in the development and implementation of financial plans that take the client to and through retirement.
Provided financial guidance to TIAA's high net worth clients. Familiar with a wide range of retirement plans, including 403(b)s, 401(a)s, 457(b)s, IRAs, etc. Topics covered included, but were not limited to: - Analyzing mutual fund portfolio strategies and performance - Investment strategies for staying on track to achieve retirement goals - Choosing the right retirement income option - Maximizing tax deferred retirement savings - How to use IRAs to supplement retirement savings
Retirement consultation on issues ranging from investment portfolio management to maximizing tax deferred savings under the Internal Revenue Code.
Prepared discovery requests/responses, law and motion documents, case management orders, correspondence between the attorney and client, privilege logs, etc.
Assisted in the coordination and supervision of 20+ subcontractors on the construction of a $3 million parish hall; supervised the re-roofing of a neighboring convent building; prepared 18 operations and maintenance manuals at the close of the project; prepared requests for information, requests for proposals, change orders, change order requests, etc. Supervised the installation of irrigation and landscaping systems. Learned to read plans.