John M Olson
- Role
- First Vice President Wealth Management, Financial Advisor at Janney Montgomery Scott LLC
- Location
- Allentown, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About John M Olson
The process of discovering clients\' financial goals and priorities creates an awareness…
Experience
First Vice President Wealth Management, Financial Advisor
Jun 2003 — Present
Skills
- Financial Planning
- Asset Management
- Marketing
- Retirement Planning
- Investments
- Wealth Management
- Sales
- Public Speaking
- Estate Planning
- Strategic Planning
- Veterans
- Team Building
- Registered Investment Advisor
- Retirement
- Customer Service
- Management
- Trusts
- Series 7
- Retirement Income Strategies
- Business Development
- Portfolio Management
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