Online
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Away
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Degrees
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MBA finance
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My Expert Service
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I am an expert in financial planning and advice with extensive experience in both fixed and variable annuities. I've found that there is a lot of confusion surrounding this area and am happy to help sift through the information for client clarification. I can also help with 401k selections and retirement planning.
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Experience & Qualifications
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Licensed broker (series 7 & 66) and Insurance (life/accident and Health)license. I prefer giving advise and helping as opposed to selling. I've worked for both Merrill Lynch and PNC bank in the area of private client advice and planning and have had extensive product training in the area of annuities.
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Available Modes Of Communication
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email/chat
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Contact
heather Payne
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Home » Business & Finance » Financial Planning
» heather Payne
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