Jake Palmer
Financial Advisor at Prudential
- Role
- Financial Advisor at Prudential Financial
- Location
- Mount Pleasant, SC, US
- LinkedIn followers
- 500 followers
About Jake Palmer
As a Financial Advisor with Prudential, I can provide assistance on a range of financial issues – from evaluating insurance needs to helping clients grow their assets. I have experience in building and maintaining close client relationships, founded on the basis of trust, respect and integrity. I take pride in helping my clients achieve their goals. This is a promise I make and intend to keep.
Experience
Financial Advisor
Dec 2021 — Present · Warwick, RI, US
Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products.
Education
North Smitfield High School
High School Diploma
University of Rhode Island
Bachelor's degree
2017 — 2021
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