Stefani Kohler
Wealth Advisor at Mercer Advisors
- Role
- Wealth Advisor at Mercer Advisors
- Location
- Santa Barbara, CA, US
- LinkedIn followers
- 500 followers
About Stefani Kohler
Stefani has over a decade of experience in the financial services industry, all with…
Experience
Wealth Advisor
Jul 2013 — Present · Santa Barbara, CA, US
Essential Job Functions for the Wealth Advisor will include:• Functioning as the primary trusted advisor to the firm\'s mass affluent clients• Ensuring retention of the firm’s clients as well as generating referrals• Supporting the team\'s Regional Vice Presidents and Managing Directors as a subject matter expert (SME) inthe areas of investments, tax, pension, estate, insurance, and general financial planning• Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients• Managing client communications and follow-up with clients’ other advisors• Ensuring adherence to company standards of client care, meetings, referrals and retention• Attending company workshops or lectures and speak to groups of potential clients when called upon• Implementing company policies and procedures• Other duties as needed
Education
UC Santa Barbara
Bachelor's degree, Psychology
2009 — 2013
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