Ellie Norton
Financial Planning Specialist @ TomiPlan
- Role
- Financial Paraplanner at Everspire
- Location
- Provo, UT, US
- LinkedIn followers
- 500 followers
About Ellie Norton
I have a passion for working with people. I studied finance because I want to help others meet their financial needs, wants, and wishes. As a financial planning specialist at Everpsire, I help others achieve financial success through the implementation of cash reserve, tax-loss harvesting, asset allocation, education planning, and risk protection strategies.
Experience
Financial Paraplanner
Apr 2023 — Present · Salt Lake City, UT, US
Work alongside our financial advisors as we serve our clients’ financial needs- Assisting the CFP in successfully creating & delivering financial plans to clients- Updating clients\' financials to adjust their financial plans and increase their probability of success through our financial planning tool MoneyGuidePro-nCreate & develop processes to improve client fact-finding procedures which increases efficiency & organization- Conduct risk analyses with risk manager for clients to project needs & give corresponding recommendations to improve plan success
Education
Brigham Young University Marriott School of Business
Finance, finance
2019 — 2024
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