Kent Anders
- Role
- Financial Advisor - Wealth Mangement at Pinnacle Financial Partners
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor - Wealth Mangement
Sep 2020 — Present
As a Wealth Advisor with Pinnacle, I serve as a relationship manager and advocate for affluent clients and their families. I am further supported by broad array of specialists who work together to deliver personalized, tailored solutions that address clients’ specific banking, strategic credit, investments, insurance, and trust and estate planning needs. This dedicated team approach allows me to help create, grow and preserve the wealth of the clients I serve. I believe one of the best ways to help establish economic success and financial security for my clients is by developing a customized comprehensive financial plan for them. A well-constructed plan produces a road-map that increases the likelihood of achieving long-term financial goals. As a trusted visor, I value the confidence our clients have in us, and I strive each and every day to exceed their expectations by delivering service that is reliable, responsive, empathetic, and competent.
Skills
- Sales Management
- Wealth Management Services
- Credit
- Series 7
- Refinance
- Finance
- Securities
- Salesforce.com
- Retail Banking
- Loan Origination
- Banking
- Financial Advisory
- Wealth
- Sales
- Relationship Management
- Consumer Lending
- Private Banking
- Financial Analysis
- Loans
- Certified Financial Planner
- Credit Analysis
- Investments
- Mortgage Banking
- Cash Management
- Financial Planning
- Asset Management
- Residential Mortgages
- Financial Services
- Business Development
- Strategy
- High Net Worth Individuals
- Wealth Management
- Retirement Planning
- Management
- Real Estate
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