Rebecca Martin
Financial Advisor at Prudential
- Role
- Financial Advisor at Prudential Financial
- Location
- Madison, MS, US
- LinkedIn followers
- 500 followers
About Rebecca Martin
As a Financial Advisor, I help individuals, couples and families grow their assets for the long term. I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets.
Experience
Financial Advisor
Oct 2012 — Present · Madison, MS
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
The University of Southern Mississippi
Bachelor of Science in Business Administration
1991 — 1995
Skills
- Retirement Planning
- Ltc (Sponsoredc Outbrokerage)
- Investments
- Property & Casualty Insurance
- Insurance and Financial Services
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