Robert Daniel
Multiple Top Producer Award Winner- Financial Advisor
- Role
- Wealth Advisor at Simmons Bank
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Wealth Advisor
Mar 2024 — Present · Memphis, TN, US
Provide personalized financial planning and investment advice to a broad client base. Conduct comprehensive financial reviews and identified areas of portfolio optimization. Utilized teamwork and partnership skills in conjunction with other departments to maximize client retention.
Education
University of Kentucky
Bachelor's degree
1990 — 1994
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.