Comischell Bradley-Rodriguez
Financial Advisor Manager at Vanguard
- Role
- Financial Advisor Manager at Vanguard
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Comischell Bradley-Rodriguez
If there is one thing you can count on it is change. As a CFP® Professional and fiduciary, I lead with integrity and resilience to offer sound advice and be the best I can be in every environment. Skills: Leadership • Retirement Planning • People Management • Planning for Women • Workshop Facilitation • Asset Protection • Annuities • Legacy Planning • Wealth Transfer Equalization • Income Protection • Wealth Management Languages: English and Spanish
Experience
Financial Advisor Manager
Feb 2023 — Present · Dallas, TX, US
Education
Transylvania University
Political Science and Music
Asbury College
BA
1986 — 1988
Skills
- Protection Planning/Family Security
- Lifetime Income Strategies
- Budgets
- Licensed Life and Health Insurance Agent
- Lead Generation
- Employee Benefits
- Multi-Generational Planning
- Charitable Giving
- Training
- Customer Satisfaction
- Process Improvement
- Project Planning
- Email Marketing
- Supplements to Employee Benefits
- Social Networking
- New Business Development
- Customer Relations
- Financial Services
- Key Person Insurance
- Succession Planning
- Account Management
- Life Insurance Strategies
- Real Estate
- Policy
- Speech Writing
- Licensed in Long Term Care Insurance
- 401(K) Rollovers
- Project Management
- Ira Rollovers
- Marketing
- Annuity Sales
- Estate Planning
- Social Media Marketing
- Non-Profits
- Nonprofits
- Business Exit Strategy
- Entrepreneurship
- Workshop Facilitation
- Investments
- Strategic Planning
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