Baylor Wedge
Associate at 49 Financial
- Role
- Financial Professional at 49 Financial
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Baylor Wedge
I’m currently a financial professional associate working in Atlanta at 49 Financial…
Experience
Financial Professional
Jul 2024 — Present · Atlanta, GA, US
I work at 49 Financial, a values-based financial planning company, built on the core beliefthat “Two are Better than One,” as a financial professional serving clients within our teamworkmodel.Within my role I manage the following aspects:• Meet with families & individuals to build out a unique strategy based on their financial goals• Manage internal relationships with our different teams to build out the strategies for ourclients• Establish my own client relationships while bringing in our team for the best client service• Manage all client relationships and create changes based on the current desires and needsof the people I serve
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