Louis Kevin Jeffries
- Role
- Financial Planner at Prudential Financial
- Location
- Amherst, MA, US
- LinkedIn followers
- 500 followers
Experience
Financial Planner
Dec 2022 — Present · Hadley, MA, US
As a Financial Planner• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.
Education
Southern Illinois University, Carbondale
BS, Finance
1996 — 2001
The American College of Financial Services
https://badges.theamericancollege.edu/9538960d-feee-4483-a2d0-9a38b524f7eb, Chartered Financial Consultant®
2020
The American College of Financial Services
https://badges.theamericancollege.edu/835d6215-8a4a-407e-b4e6-b83ea1690d72, Retirement Income Certified Professional®
2020
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