Bradey Loffert

Financial Advisor

Role
Financial Advisor at Northwestern Mutual
Location
Morgantown, WV, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Bradey Loffert

Financial security is often a major objective in each of our lives. You try to do what\'s…

Experience

  1. Financial Advisor

    Northwestern Mutual

    Jan 2006 — Present · Morgantown, WV, US

Skills

  • Loans
  • Customer Service
  • Time Management
  • Financial Modeling
  • Portfolio Management
  • Iras
  • Financial Advisory
  • Insurance
  • Financial Analysis
  • Long-Term Care
  • Business Development
  • Account Management
  • Sales
  • Strategic Financial Planning
  • Fixed Annuities
  • Wealth Management
  • Wealth Accumulation
  • Budgets
  • Retirement Planning
  • Relationship Management
  • 401k
  • Healthcare
  • Management
  • Small Business
  • Marketing
  • Long Term Care Insurance
  • Team Building
  • Financial Services
  • Risk Management
  • Underwriting
  • Estate Planning
  • College Savings Plans
  • Pensions
  • Social Media
  • Disability Insurance
  • Employee Benefits
  • Mutual Funds
  • Leadership Development
  • Credit Analysis
  • Coaching

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Bradey Loffert — Financial Advisor at Northwestern Mutual in Morgantown, WV, US | Unifers