Dayanara Tater

Role
Financial Consultant at Equitable Advisors
Location
Miami, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Dayanara Tater

Thank you for visiting my LinkedIn page! My name is Dayanara Tater and I am a…

Experience

  1. Financial Consultant

    Equitable Advisors

    Jan 2020 — Present

    Description As a Financial Consultant, I help clients protect their families and their wealth. Utilizing a professional, consultative approach, I conduct a thorough analysis of goals, priorities and resources, resulting in a set of personalized strategies. Within Equitable Advisors, I have access to many resources and professional talents in order to deliver a great customer experience and most suitable recommendation.

Education

  • University of Tampa

    Bachelor of Science (B.S.), Economics

    1996

  • St. Croix Central High School

    Accounting Certificate & High School Diploma, Accounting

    1992

Skills

  • Wealth Management
  • Financial Planning Iar
  • Risk Management
  • Client Education
  • Retirement Planning
  • Insurance Strategies
  • Business Succession Planning

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Dayanara Tater — Financial Consultant at Equitable Advisors in Miami, FL, US | Unifers