John Endriss
Director of Advanced Case Design
- Role
- Director of Advanced Case Design at Crescent Wealth Advisory
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About John Endriss
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Experience
Director of Advanced Case Design
Feb 2024 — Present · Atlanta, GA, US
John Endriss is the Director of Advanced Case Design at Crescent Wealth Management.John’s role is to consult and advise on strategies for wealth accumulation, wealthconservation and wealth transfer tailored to the affluent. John is charged with creativedesign solutions and presentations for high-net-worth clientele and their advisors. Hisrole includes concept, modeling, education, and product selection of planning strategiesfocusing on the economics of life and annuity products to alternatives.
Education
State College of Florida-Manatee-Sarasota
AA
1981 — 1983
Skills
- Certified Estate Planner
- Series 7
- Life Insurance
- Securities
- Variable Life
- Estate Planning
- Variable Annuities
- Fixed Annuities
- Life Underwriting Training Council Fellow
- Long-Term Care
- Charter Financial Consultant
- Regististed Health Underwriter
- Registrered Employee Benefits Consultant
- Wealth
- Retirement Planning
- Series 63
- Retirement
- Disability Insurance
- Series 6
- Insurance
- Series 24
- Series 65
- Charter Life Underwriter
- Wealth Management
- Employee Benefits
- Certified Financial Planner
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