Linnea M.
Private Wealth Service Advisor @Heckmann Financial
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WORK HISTORY
Private Wealth Service Advisor @Heckmann Financial
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
Upper Iowa University
Bachelor of Business Administration - BBA
Madison Area Technical College
Associate of Science - AS
ABOUT LINNEA M.
With a comprehensive background in financial services, product management, and executive…
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