Chartered Retirement Planning Counselor - Financial Advisor at Griffin Financial Services Group, Adjunct Personal Finance Instructor at Washington University at Washington University in St. Louis, Financial Advisor at Financial Services Industry
Location:
Greater St. Louis Area
Industry:
Financial Services
Work:
Griffin Financial Services Group since Dec 2010
Chartered Retirement Planning Counselor - Financial Advisor
Washington University in St. Louis since Jan 2005
Adjunct Personal Finance Instructor at Washington University
Financial Services Industry - Greater St. Louis Area since Aug 2001
Financial Advisor
Education:
Clark Atlanta University
Bachelor of Arts, Business
Saint Louis University
Masters In International Business, Business
Interests:
Securities offered through Registered Representative of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Griffin Financial Services Group are not affiliated.
Awards:
Five Star Wealth Manager St. Louis Magazine Recognized by St. Louis Magazine as a Five Star Wealth Managers1, which is the second time she received this honor. Award candidates are evaluated against 10 objective criteria such as client retention rates, client assets administered, and a favorable regulatory and complaint history. No more than seven percent of the wealth managers in a market receive the Five Star award. The complete list of honorees were published in the March 2013 issue of St. Louis Magazine.
1 The FIVE STAR award is presented to seven percent of wealth managers with five years of experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Details of the award can be viewed at www.fivestarprofessional.com/wmresearch. Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client’s evaluation.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Griffin Financial Services Group are not affiliated.
Certifications:
Chartered Retirement Planning Counselor (CRPC), College of Financial Planning Accredited Asset Management Specialist (AAMS), College of Financial Planning