Abbey Clark

About Abbey Clark

Bio: Investment advisory services offered through Vestia Wealth Advisors, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission- Securities offered through Ausdal Financial Partners, Inc, 5187 Utica Ridge Rd, Davenport, IA. 52•••••••26‐2064. Member FINRA/SIPC- Insurance brokerage service offered through Vestia Insurance, LLC (DBA Vestia Insurance Services and Vestia Benefit Solutions)- Contract negotiation services offered through Vestia Contract Negotiation, LLC- Consulting services offered through Vestia Ventures, LLC. Ausdal Financial Partners, Inc. is independently owned and operated apart from the Vestia entities. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

Experience

1. Financial Planning Analyst

   Vestia Personal Wealth Advisors

   Jan 2022 — Present · Fort Wayne, IN, US

   As a Financial Planning Analyst, I have the responsibility to help manage existing client relationships. With the help of the Lead Financial Advisor, I assist with formulating and implementing financial advice- Assisting clients with rollover calls and other investment transfers- Communicating with clients and internal staff to resolve account related issues- Working directly with investment custodians as needed to complete ACH transfers, move money, etc- Communicating regularly with assigned clients to provide ongoing advice and recommendations- Preparing the financial planning recommendations with the Financial Advisor - Participating in and/or helping conduct client meetings- Collaborating with team members from all service lines to best serve the client- Entering Data in financial planning or tax management software and ensuring the ongoing accuracy of this data- Implementing financial planning recommendations- Monitoring the financial plan and communicating with clients- Participation and thorough note taking in most client meetings as directed by the financial advisor, tax specialists, or estate planning attorneys- Coordinating with Client Service Administrators around follow up needed after client meetings- Functioning as a backup for Lead Financial Advisors- Maintaining confidentiality of client information

Education

• Leo Junior Senior High School

  Core 40 Diploma with Academic Honors, Health and Related Sciences Academy

  2016

• Ball State University

  Bachelor of Science, Marketing, Entrepreneurship Management and Business Administration

  2016 — 2019