Rita Evans
Certified Financial Planner, Chartered Retirement Planning Couselor, Chartered Retirement Plans Specialist, LCSW
- Role
- Vice President, Wealth Management Advisor at Merrill Lynch
- Location
- Woodstock, GA, US
- LinkedIn followers
- 500 followers
Experience
Vice President, Wealth Management Advisor
Aug 2000 — Present · Alpharetta, GA
Develop and maintain high net worth relationships, while providing all aspects of financial advice from investments to insurance, retirement and estate planning, mortgages, commercial and small business lending, endowment and 401k plans while leading a team of client associates and product specialists. Created a national program for persons and non-profits serving special need populations that included an internal referral distribution and training program for financial advisors around the country. Awarded national and regional recognitions for bringing in new relationships and assets to the firm, as well as annuity sales, and mortgage financing. Know for being superb at networking and designing innovative business development seminars and marketing efforts.
Education
The University of Georgia
M.S.W., Administration and Clinical
1968 — 1971
Skills
- Business Strategy
- Portfolio Management
- Strategic Financial Planning
- Retirement
- Wealth Management
- Financial Advisory
- Series 7
- Budget
- Financial Planning
- Finance
- Investments
- Fixed Income
- Retirement Planning
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