Brian T. Allman
Financial Advisor | Reno | 401K Options | Strategies | Focusing on solutions for business owners, executives & retirees
- Role
- Financial Advisor at Edward Jones
- Location
- Reno, US
- LinkedIn followers
- 500 followers
About Brian T. Allman
I joined the Edward Jones family in 2009 as a client wanting to rollover my 401k. Now…
Experience
Financial Advisor
Dec 2013 — Present · Reno, NV, US
As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it\'s planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute needed actions. During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients\' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs.After being in the financial services industry for over 6 years, I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.
Education
University of Nevada, Reno
Bachelor of Science, Finance & Accounting
2007 — 2011
Skills
- Business Strategy
- Budgets
- Public Speaking
- Finance
- Sales Process
- Financial Modeling
- Team Building
- Management
- Product Development
- Small Business
- Analysis
- Strategic HR
- Microsoft Office
- Sales
- Forecasting
- Managerial Finance
- Entrepreneurship
- Strategy
- Accounting
- Trading Strategies
- Executive Management
- Business Planning
- Leadership
- Options Strategies
- Training
- Healthcare
- Business Development
- New Business Development
- Financial Reporting
- Management Consulting
- Marketing
- Marketing Strategy
- Chartered Financial Analyst
- Financial Analysis
- Team Leadership
- Strategic Planning
- Corporate Finance
- Technical Analysis
- Practice Management
- Event Planning
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