Antonio D. Sankey
Founder and President at ADS Wealth Management LLC
- Role
- Financial Adviser at Antonio D. Sankey & Associates, Llc
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
About Antonio D. Sankey
As a Financial Adviser, I provide comprehensive financial planning to individuals, families, business owners and non-profit organizations. I enjoy helping clients crystallize their objectives, develop and implement plans to meet their current, intermediate and their long-term financial goals. With more than 22 years experience, I understand the financial challenges most individuals face today and work diligently to research and provide the right solutions for them. I am a Financial Adviser offering investment advisory services through ADS Wealth Management LLC, A Registered Investment Adviser in the states of AL. As such, these services are strictly intended for individuals residing in the states referenced.I am an Agent licensed to sell insurance through various independent unaffiliated insurance companies in the states of AL, GA, TN, LA, FL, MS, KY, NC, SC, and TX. No insurance business may be conducted outside these states referenced.Antonio D. Sankey & Associates, LLC is not owned or operated by ADS Wealth Management LLC or any of its affiliates. Neither Antonio D. Sankey & Associates, LLC nor ADS Wealth Management LLC, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
Experience
Financial Adviser
Antonio D. Sankey & Associates, Llc
Nov 2016 — Present
Providing insurance and financial services to individuals, families and closely-held businesses
Education
The American College of Financial Services
CLU, ChFC, CASL, REBC, RHU, Financial Planning and Services
Skills
- Fixed Annuities
- Succession Planning
- Multi-Generational Planning
- Life Insurance
- Finance
- Retirement Planning
- Finra
- Leadership
- Protection Planning/ Family Security
- Small Business
- Microsoft Office
- Wealth
- 401(K) Rollovers
- Wealth Preservation Planning
- Clu
- Gifting Strategies
- Investments
- Iras
- Insurance
- Retirement
- Multi-Generational Wealth Tranfer
- Asset Protection
- Customer Service
- Securities
- Estate Planning
- Public Speaking
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