Jeff Hartwick
Financial Advisor | Edward Jones | 401K Options | Retirement | Education Savings
- Role
- Financial Advisor at Edward Jones
- Location
- Butte, MT, US
- LinkedIn followers
- 500 followers
About Jeff Hartwick
What is your WHY? For my career with Edward Jones, my WHY is the ability to assist those in my community with their financial health, to help achieve their goals, and to let my clients have peace of mind for their future. It is a rewarding career, which also allows my family and I to live in beautiful Montana.I am a Financial Advisor serving clients with financial solutions to meet your objectives. We do this by developing a strategy while providing you with information and education specifically for your needs, and using personalized service, proven strategies, and quality investments to achieve your goals.I look forward to the opportunity to understand your needs, and to find out what is important to you. If I can be of service to you and your family, please let me instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Jun 2018 — Present · Butte, MT, US
Delivering personalized investment solutions to help clients work toward their long-term financial goals – Developing and deepening client relationships – Building an Edward Jones branch in Butte
Education
University of Montana
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
1996 — 1997
Skills
- Business Development
- Microsoft Office
- Sales
- Management
- Marketing Communications
- Account Management
- Project Management
- Marketing
- Strategic Planning
- Marketing Strategy
- Customer Service
- Microsoft Excel
- Sales Management
- Social Media
- New Business Development
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