Elizabeth A Troutman Lear
Senior Financial Advisor at Wells Fargo Advisors
- Role
- Financial Advisor at Wells Fargo Advisors
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Elizabeth A Troutman Lear
This information is intended for use by residents of AK, AZ, CA, CO, CT, FL, IA, IL, MN…
Experience
Financial Advisor
Oct 2016 — Present · Tempe, AZ, US
As a Financial Advisor at Wells Fargo Advisors, I work alongside a team of specialists to help my clients achieve their financial potential by identifying their objectives and building a customized plan. I gather the necessary resources to develop a long term strategy and then monitor and adjust it to meet the changing needs of my clients. As a relationship manager, I help clients grow and preserve their assets and bring together Wealth Management professionals to help them navigate through various life events including trust and fiduciary services, asset preservation, legacy and philanthropic planning
Skills
- Commercial Banking
- Refinance
- Coaching
- Management
- Finance
- Series 7
- Operations Management
- Sales
- Small Business Lending
- Project Management
- Financial Services
- Crm
- Private Banking
- Financial Advisory
- Customer Relations
- Relationship Management
- Consumer Lending
- Loan Origination
- Credit Analysis
- Commercial Mortgages
- Project Planning
- Mortgage Banking
- Training
- Securities
- Process Improvement
- Commercial Lending
- Brokerage
- Banking
- Mortgage Lending
- Retirement Planning
- Investments
- Portfolio Management
- Credit
- Loans
- Sales Management
- Lines of Credit
- Leadership
- Retail Banking
- Nmls Licensed
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