Aaron Samuels

Helping individuals and businesses build wealth, preserve wealth, and save on taxes so they can be financially secure.

Role
Financial Consultant at Equitable Advisors
Location
Dallas-Fort Worth, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Aaron Samuels

I am an experienced Financial Professional with a demonstrated history of working in the…

Experience

  1. Financial Consultant

    Equitable Advisors

    Jan 2020 — Present · Fort Worth, TX, US

    Advise clients on retirement and risk issuesMarket financial resources to individual and businessesAnalyze client portfolios and recommend allocation changesArkansas Insurance License#83•••47Our company formerly AXA Advisors, is now Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)

Education

  • McMurry University

    BS

    1999 — 2003

Skills

  • Public Speaking
  • Event Planning
  • Team Leadership
  • Customer Service
  • Strategic Planning
  • Coaching
  • Leadership
  • Nonprofits
  • Community Outreach
  • Staff Development
  • Fundraising
  • Management
  • Team Building
  • Microsoft Office
  • Higher Education
  • Leadership Development

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Aaron Samuels — Financial Consultant at Equitable Advisors in Dallas-Fort Worth, TX, US | Unifers