Gretchen Weinnig Beedle
Financial Adviser with The Conner Group helping business owners and individuals with tailored solutions.
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Roanoke, VA, US
- LinkedIn followers
- 500 followers
About Gretchen Weinnig Beedle
I work with business owners, medical professionals, up and comers, and those nearing & entering retirement to craft custom solutions to your specific needs. I believe everyone deserves professional guidance to help them make smart financial decisions.We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities, LLC (Member FINRA/SIPC), A Licensed Insurance Agency. And, I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Any testimonial on this site is based on an individual\'s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Our office location:131 East Lee AvenueVinton, VA The Conner Group, nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal or accounting professionals before making any decisions.The Conner Group is not owned or operated by Eagle Strategies LLC or its affiliates.I am not licensed in all jurisdictions.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
Experience
Financial Services Professional
Aug 2017 — Present · Roanoke, VA, US
Registered Representative offering securities products and services through NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance Agency
Education
Louisiana Tech University
B.A., Speech Communication
1992 — 1997
Louisiana Tech University
B.S., Accounting
1992 — 1997
Skills
- Microsoft Excel
- Leadership
- Business Succession Planning
- Team Building
- Management
- Time Management
- Microsoft Office
- Sales
- Insurance
- Retirement Income Strategies
- Life Insurance Strategies
- Asset Protection
- Customer Service
- Negotiation
- 401k Rollovers
- Marketing
- Business Development
- Excel
- Strategic Planning
- Fundraising
- Marketing Strategy
- Investments
- Account Management
- Change Management
- Budgets
- Sales Process
- Customer Relations
- Relationship Management
- New Business Development
- Public Speaking
- Coaching
- Contract Negotiation
- Selling
- Employee Benefits
- Sales Management
- Mutual Funds
- Risk Management
- Process Improvement
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