David T. Abel

Brokerage Wholesaler at Risk & Insurance Associates

Role
Financial Planner at Barnum Financial Group
Location
Shelton, CT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About David T. Abel

I consider myself a life-long learner and have built a practice on the foundation of a highly valued principle: giving people the knowledge and information they need to make financial decisions with confidence. My associates and I serve the investment and protection needs of individuals and their families. I work closely with each client to truly understand their needs, challenges, opportunities and goals.I am licensed to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir, Ste. 800, Littleton CO 80120,(30••••••80Domiciled in CT; CA Insurance Lic.# 0H13723 Domiciled in CT; AR Insurance Lic.# 10••••79

Experience

  1. Financial Planner

    Barnum Financial Group

    Jun 2008 — Present

    Barnum Financial Group provides a full range of investment and risk management products andservices to over clients, including individuals and their families, as well as smallbusinesses, corporations, government entities, and not-for-profit organizations and theiremployees in all fifty states.With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnumhas a team of resources to help create customized solutions to fit your goals and circumstances.Barnum strives to build long-term relationships with each client through understanding, qualityservice, integrity, and financial education.

Education

  • Eastern Connecticut State University

    Bachelor’s Degree

    2004 — 2008

Skills

  • Finance
  • Financial Services
  • Securities
  • Risk Management
  • Sales
  • Customer Service
  • Investments
  • Leadership
  • Strategy
  • Retirement Planning

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David T. Abel — Financial Planner at Barnum Financial Group in Shelton, CT, US | Unifers