Lemond Ponton
Financial Advisor/Co-Founder at Cardinal Mays Advisors and Associates
- Role
- Financial Advisor at Merrill Lynch
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Lemond Ponton
My combination of experience, professionalism and access to a wide variety of products…
Experience
Financial Advisor
Dec 2014 — Present · Short Hills, NJ, US
I welcome a connection if you are- A corporate executive approaching retirement, recently retired, or experienced a transition- Seeking a goals based wealth management process for you and your family- An Agent, Manager, CPA or Attorney interested in aligning to provide a valuable resource for your clients- You are in need of a customized, holistic approach to financial advice and guidance- You are interested in discussing our approach to estate planning servicesPlease feel free to contact me at 20••••••32 or l••••••••@ml.comOur team has over 3 decades of experience in helping affluent individuals and businesses with a client focused goals-based wealth management process. I am focused on helping you achieve your objectives with simplicity, transparency and a disciplined process to measure your progress. My guidance is tailored to support your current lifestyle, retirement income needs and legacy goals.Getting to know Lemond:I began my career in the financial services industry in 2010 primarily focusing on insurance and retirement planning. In the efforts to enhance my career and provide more resources to my clients, I joined Merrill Lynch as a Financial Advisor. I am a graduate of Morehouse College and a resident of New Jersey. I am an avid sports fan that loves to travel and spend time with family and friends. I have a passion for bringing people together to accomplish common goals.
Education
Morehouse College
Bachelor of Arts, Business Administration
2002 — 2006
Skills
- Microsoft Office
- Sales
- Management
- Financial Modeling
- Strategic Planning
- Financial Services
- Public Speaking
- Finance
- Business Process Improvement
- Financial Analysis
- Leadership
- Analysis
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