Chevonne W. Farler
- Role
- Wealth Management Advisor at Tbh Advisors
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About Chevonne W. Farler
Getting to know your story and understanding your financial needs is how I can work to…
Experience
Wealth Management Advisor
Jan 2022 — Present
As a Wealth Management Advisor since 2005, Chevonne’s passion is helping clients create holistic financial plans that are flexible to move and adapt to a clients’ needs throughout the different stages of life. Like many of her clients, Chevonne has faced different challenges, from her parents’ divorce at a young age to her husband’s coma in 2006, etc. These life experiences allow her to relate and have empathy for the challenges that her clients may face; and, allow her to see the role financial planning plays in weathering these unforeseeable events. She spends time with each of her clients to fully understand their life’s journey, and what role their finances play in their journey.
Education
Middle Tennessee State University
Bachelor of Science (B.S.), Journalism and Public Relations; International Relations, Marketing
1997 — 2001
Skills
- Series 66
- Marketing
- Marketing Strategy
- Microsoft Excel
- Customer Service
- Sales
- Account Management
- Social Media
- Insurance
- Financial Planners
- Crm
- Public Relations
- Operations Management
- Series 7
- Advertising
- Email Marketing
- Budgets
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