Bobby Samuelson

Independent Life & Annuity Product Development

Role
Board Member at Inclined
Location
Charlotte, NC, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Board Member

    Inclined

    May 2024 — Present

Education

  • Furman University

    BA, Economics

    2004 — 2007

Skills

  • Estate Planning
  • Retirement
  • Strategic Financial Planning
  • Life Insurance
  • Series 7
  • Wealth
  • Insurance
  • Long-Term Care
  • 401k
  • Investments
  • Financial Services
  • Retirement Planning
  • Financial Planning
  • Sales
  • Relationship Management
  • Business Planning
  • Wealth Management

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Bobby Samuelson — Board Member at Inclined in Charlotte, NC, US | Unifers