Chasity Salvatore
Financial Advisor at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Chasity Salvatore
Educating my clients and my community is very important to me. I would like to help…
Experience
Financial Advisor
Aug 2012 — Present
Using an established process, I partner with my clients to create personalized strategies designed to achieve their unique goals. I maintain regular contact with my clients and speak with them about any developments to address their needs. As part of their financial strategy, I regularly collaborate with my clients CPAs, attorneys and other trusted professionals.
Education
State University of New York College at Brockport
Accounting and Finance
2007 — 2011
Skills
- 401k
- Retirement
- Bonds
- 457 Plans
- Roth Ira
- Profit Sharing
- Simple Ira
- Unit Investment Trusts
- Retirement Planning
- Long Term Care Insurance
- Traditional Ira
- Coverdell Education Savings Accounts
- Investment Banking
- Estate Considerations
- Fixed Annuities
- Stocks
- Sep Ira
- Financial Assessment
- 401k Options
- 529 Plans
- Strategic Planning
- 403 B
- Investment Portfolio
- Variable Annuities
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