Joy Schlie
CFP® & Certified Divorce Financial Advisor(R) Fee only Fiduciary
- Role
- Vice President, Wealth Advisor at Harvest Financial Advisors
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Joy Schlie
Money is just a means to an end. You manage it effectively and move on with life! What I…
Experience
Vice President, Wealth Advisor
Jan 2024 — Present · West Chester, OH, US
CERTIFIED FINANCIAL PLANNER with 2+ Decades of experience in the Financial Services Industry.
Skills
- Retirement Planning
- Series 65
- Retirement
- Series 6
- Investments
- Mutual Funds
- Insurance
- Account Management
- Financial Services
- Series 63
- Relationship Management
- Series 7
- Sales
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