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Start for FreeMimi R. Schanzlin
Vice President Head of Office @United Capital Financial Advisors, LLC
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WORK HISTORY
Vice President Head of Office @United Capital Financial Advisors, LLC
Buffalo, NY, US
As a CERTIFIED FINANCIAL PLANNER™ professional, with 22 years of experience in financial services, my focus resides in financial life planning and fostering strong client relationships. In addition to serving the needs of my clients, I guide business growth initiatives within the Western New Yorkregion by striving to improve revenue for my office, centralizing operations, and improving servicesto our clients so that they feel they are receiving exceptional planning and non-proprietary investmentresources.
ABOUT MIMI R. SCHANZLIN
Mimi Schanzlin advises clients on all facets of financial and estate planning, helping…
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