Dayanara Tater
- Role
- Financial Consultant at Equitable Advisors
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Dayanara Tater
Thank you for visiting my LinkedIn page! My name is Dayanara Tater and I am a…
Experience
Financial Consultant
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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