Chuck Eberly
Helping Grow and Preserve Wealth/ Managing Partner at SevenBridge Financial Group
- Role
- Managing Partner at Sevenbridge Financial Group
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Chuck Eberly
Finance has always been an interest of mine. After graduation from Slippery Rock…
Experience
Managing Partner
Aug 2015 — Present · Denver, CO, US
SevenBridge Financial Group is an independent, full-service Registered Investment Advisor.We are dedicated to serving the varying and distinct needs of our clients which include high-net-worth individuals and families, business owners, executives, professional firms, foundations and endowments, and those reaping the benefits from natural resource harvesting. By striving to understand our clients fully; including life plans as well as financial objectives, we establish the basis for building a comprehensive, long-term wealth strategy through fee-based financial planning and investment management services.
Skills
- Alternative Investments
- Customer Service
- Mergers & Acquisitions
- Investments
- Team Building
- Series 63
- Banking
- Public Speaking
- Budgets
- Wealth Management
- Marketing Strategy
- Microsoft Office
- Event Planning
- Finance
- Marketing
- Nonprofits
- Fixed Annuities
- Asset Allocation
- Sales
- Cash Management
- Small Business
- Mutual Funds
- 401k
- Employee Benefits
- Financial Analysis
- Strategic Planning
- Financial Advisory
- Leadership
- Management
- Retirement Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.