Jonathan Blackwell
Certified Financial Planner™ / Retirement Planning / Wealth Management
- Role
- Certified Financial Plannertm at Carolina Wealth Management, Inc
- Location
- Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Jonathan Blackwell
CERTIFIED FINANCIAL PLANNER™ practitioner and Institutional Investment Advisor with 25…
Experience
Certified Financial Plannertm
Carolina Wealth Management, Inc
Dec 2014 — Present · Chapel Hill, NC, US
Provide comprehensive financial planning services to clients, including retirement planning, investment management, tax planning, estate planning, and risk management.Conduct thorough financial assessments to analyze clients\' current financial situation, identify financial goals, and develop tailored financial plans to achieve those goals.Collaborate with clients to implement and monitor financial plans, providing regular updates and recommendations to ensure alignment with clients\' changing needs and market conditions.Conduct investment research and analysis to construct diversified portfolios based on clients\' risk tolerance, time horizon, and investment objectives.Educate clients on various financial concepts, investment strategies, and retirement planning strategies to empower them to make informed financial decisions.
Education
Florida State University
Certificate, Certification in Financial Planning
2000 — 2003
North Carolina State University - College of Management
BA, Economics
1992 — 1996
Skills
- Asset Managment
- Financial Risk
- 401k
- Investment Strategies
- Asset Management
- Wealth Management
- Commercial Banking
- Investment Advisory
- Consultative Selling Style
- Securities
- Insurance
- Estate Planning
- Credit
- Mortgage Lending
- Strategic Planning
- Small Business Lending
- Retirement
- Strategic Financial Planning
- Entrepreneurship
- Leadership
- Retirement Plan Consulting
- Mountain Biking
- Credit Analysis
- Portfolio Management
- Loans
- Commercial Lending
- Retirement Planning
- Hiking
- Employee Benefits
- Finance
- Financial Services
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Qualified Retirement Plans
- Sales
- Investments
- Financial Advisory
- Uniform Combined State Law
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