Joanne White

Investment Advisor Representative, RICP® Investment Advisor Representative at Cetera Investors. 140 East Shore Dr., Ste. 105, Glen Allen, VA 23059 804/346-4670, Ext 319 Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC


Licensed Series 7, 63, 66 Life and Annuity; Long Term Care

Specialties: Retirement income planning, Investments, Insurance Products, Long Term Care Insurance

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Established new client relationships by conducting thorough needs assessments during initial consultations.
• Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
• Ensured compliance with industry regulations and company policies while serving clients'' best interests.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
• Collaborated with team members to streamline processes and improve overall client experience.

• Researched and evaluated potential investment products for clients.
• Assisted clients with budgeting and cash flow management.
• Educated clients on potential risks and rewards associated with various investments.
• Recommended specific investments to help clients meet financial goals.
• Studied financial documents to identify potential areas needing improvement.
• Analyzed financial needs of clients and developed tailored strategies to meet goals.

• Interviewed clients to better understand financial positions and assets ready for investment.
• Provided high level of service and assistance to clients to obtain new opportunities and repeat business.
• Generated reports detailing findings and recommendations.
• Assisted clients in developing long-term financial goals by creating customized wealth management plans based on their individual risk tolerance and objectives.