Linnea M.
Private Wealth Service Advisor at Heckmann Financial
- Role
- Private Wealth Service Advisor at Heckmann Financial
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
About Linnea M.
With a comprehensive background in financial services, product management, and executive…
Experience
Private Wealth Service Advisor
Nov 2023 — Present · Middleton, WI, US
Dedicated advisor specializing in comprehensive financial services, offering expertise in strategic and tactical planning tailored to diverse client needs encompassing financial planning, investments, insurance, tax management, retirement, estate planning, philanthropy, and business succession planning. Proven ability to analyze client situations, devise appropriate solutions, and oversee the implementation and management of personalized plans. Skilled in nurturing client relationships while supporting partners in project management and administrative functions.
Education
University of Illinois Springfield
Master's degree
2020 — 2022
Upper Iowa University
Bachelor of Business Administration - BBA
2016 — 2019
Madison Area Technical College
Associate of Science - AS
2010 — 2015
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.