Ann Pendley
Senior Wealth Manager Business Development @United Capital Financial Advisors, LLC
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WORK HISTORY
Senior Wealth Manager Business Development @United Capital Financial Advisors, LLC
Evansville, IN, US
At United Capital, we help you answer the most important questions:\"Am I OK?\" and \"Can I live the life I want?\" We go beyond traditional financial planning and investment management by incorporation your ideal life to give you complete clarity, confidence and control in your financial life. We tailor advice, a financial plan and an investment strategy to help you meet your life goals - not just your financial goals.As Senior Wealth Manager/Director of Business Development my primary responsibility are-Identify and introduce to successful families how a wealth management solution really can be unique, clear, comprehensible and very beneficial-Work in close conjunction with the wealth planning division, investment management division and client services specialist at United Capital to deliver clients with the high-end experience they deserve-Leverage and manage strategic relationships and alliances with CPA’s and Attorneys as well as other important professionals-Grow United Capital brand awareness and distinctive footprint in the market-Develop, lead, manage and implement new business opportunities.
EDUCATION
The American College
Finance, Finance
SKILLS
ABOUT ANN PENDLEY
My team and I are experienced financial professionals who help successful families live…
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