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Financial Advisor
Edward Jones
Lake Geneva, WI
07.2019 - Current
- Generated $5.2 million in assets in less than 2 years for company by creating and utilizing unique prospecting strategies
- Actively managed 350+ clients and $35M in assets
- Exceeded asset goals by 150% for 10 straight months
- Prospected daily through many avenues including network events, seminars, social media, and community club involvement
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
