Jack Kilpatrick
Junior Financial Consultant @Texas Financial Advisors
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WORK HISTORY
Junior Financial Consultant @Texas Financial Advisors
Austin, TX, US
Advised clients on retirement and investment strategies resulting more efficient performance gaining an extra 3-5% YOYDeveloped customized financial plans addressing retirement, debt reduction, and tax mitigationConducted research on market trends, mutual funds, and retirement products to support client meetingsEducated clients on risk management, estate planning, and wealth transfer strategiesCollaborated with other advisors to deliver comprehensive financial solutions
EDUCATION
Cathedral Catholic High School
3.8 GPA
Texas State University
Bachelor of Business Administration - BBA
Santa Barbara City College
Economics
ABOUT JACK KILPATRICK
As a Financial Consultant at Texas Financial Advisors, where I help clients reach…
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