Georgeanne Aist
Financial Planner at Prudential Advisors
- Role
- Financial Planner at Prudential Advisors
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Georgeanne Aist
In my role as a Financial Planner for Prudential Advisors, my focus is to provide honest…
Experience
Financial Planner
May 2021 — Present
Assists in the clarification, understanding and quantification of client’s financial goals and needs. Assists clients in gathering the information needed to prepare the financial plan. Creates a financial plan that provides information and strategies to help clients make better informed financial decisions. Educates clients on strategies for the potential hidden risks that may disrupt their financial plan. Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort. Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever-changing environment.
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