Luanne Gregory

Financial Associate @Thrivent

Batesville, AR, US
EMAILS
l••••••••@thrivent.com
MOBILE NUMBERS
+15•••••••03

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WORK HISTORY

Sep 2015 — Present

Financial Associate @Thrivent

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Batesville, AR, US

I help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include:• Protecting the family with life insurance• Saving for retirement• Saving for a child’s college education• Charitable giving to their favorite organizations or causesNo matter what your goals, achieving them requires preparation. I help assess your current situation and develop a financial strategy that\'s customized for you. From strategies to help you grow your assets to preparing for retirement, I\'ll help you make informed decisions to stay on track with your goals.As a financial associate, I have completed advanced education and licensing requirements. That means I can provide comprehensive, customized financial guidance to you. I also have access to a broader array of products to help you address your financial and investment objectives. No matter what your goals, time horizon or risk tolerance level, I can help you take steps to achieve your goals.As a financial associate, I have in-depth experience in the financial industry. I also have completed extensive licensing and accreditation requirements. This allows me to offer you a broader range of products, and assist you with even the most complex financial needs. You decide what level of financial management service you want and I will provide it. Today, it\'s common to have multiple financial goals and concerns. That\'s why I take a broad-based approach to serving members. It\'s important to understand how different factors can affect your financial picture. I’ll help you analyze your current situation. Develop an in-depth financial program. And help you implement an integrated financial strategy. I can also assist you by providing a product- or issue-based solution, or take a values-based approach to preparing for your financial future.For Thrivent social media guidelines and important disclosure information visit Thrivent.com/socialAR Insurance ID#17••••38

SKILLS

Leadership DevelopmentBudgetsPublic SpeakingEmail MarketingCustomer ServiceAccount ManagementManagementTeam BuildingSocial MediaProject ManagementStrategic PlanningPublic RelationsBusiness StrategyMarketingEvent PlanningEditingTrainingNew Business DevelopmentSmall BusinessNonprofitsAdvertisingSocial NetworkingPress ReleasesMicrosoft OfficeSalesEvent ManagementBusiness DevelopmentTeam LeadershipLeadershipFundraisingMarketing StrategySocial Media MarketingPowerpointMicrosoft ExcelMarketing CommunicationsResearch

ABOUT LUANNE GREGORY

I’m a financial professional with experience helping individuals and families reach their…

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