Luke Woolbright
Specialist, Nationwide Financial
- Role
- Specialist, Advisor Services at Nationwide Financial
- Location
- Louisville, KY, US
- LinkedIn followers
- 500 followers
About Luke Woolbright
As a Sr. Analyst for Advisor Services at Nationwide Financial my day-to-day is primarily comprised of collaborating with IARs to help them and their clients analyze their current holdings and identify what solution is in their best interest. This role is heavily involved with product analysis, financial planning, client education, and client presentations. I am currently working diligently towards financial designations and long-term am interested in financial planning. When I\'m not working or studying I spend most of my personal time reading, hiking, cooking, relaxing with family, or watching and talking sports. Specialties: Variable Annuities, Annuity and Life Insurance Products, Product Analysis, Client Presentation, Financial Planning, Strategic Planning, Relationship Management, Client Education, Microsoft Office, Adobe Pro, Regulation BI knowledge *Endorsements and recommendations received from my connections were not solicited and they did not receive any form of compensation.
Experience
Specialist, Advisor Services
Sep 2024 — Present
Education
Western Kentucky University
Bachelor of Science - BS
Indiana University Southeast
Bachelor of Science - BS
2015 — 2018
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.