Barbora Hawkins
Financial Planner at Pruco Securities LLC
- Role
- Financial Planner at Prudential Financial
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
About Barbora Hawkins
I’m a Financial Advisor who blends financial planning knowledge with 15+ years of…
Experience
Financial Planner
Nov 2023 — Present · Sarasota, FL, US
Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors, and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients adjust due to our ever-changing environment.
Education
California State University, Chico
Bachelor of Arts (BA), Graphic Communications
1996 — 2001
Sonoma State University
Business/Managerial Economics
2011 — 2011
Skills
- E-Commerce
- Wine Tasting
- Management
- Budget
- Sales Management
- Microsoft Word
- Microsoft Excel
- Direct Marketing
- Strategic Planning
- Budgets
- Wineries
- Microsoft Office
- Sales
- Event Management
- Marketing Communications
- Customer Service
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