Steven D. Lynds
Financial Planning Specialist & Master of Science, Personal Financial Planning
- Role
- Financial Planning Specialist at Gill Capital Partners
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Steven D. Lynds
The views and opinions I express here are solely my own, and not necessarily those of my…
Experience
Financial Planning Specialist
Apr 2024 — Present · Denver, CO, US
My responsibilities as a Financial Planning Specialist at Gill Capital Partners is to create and deliver financial plans for our clientele. We take a collaborative approach to obtain the detailed information needed, prepare and summarize, create recommendations, and present the detailed financial plan to our Wealth Management clients.Gill Capital Partners is an independent Colorado financial services firm, serving clients since 1983. Gill Capital Partners is a broker/dealer and a registered investment advisor. Member FINRA‐SIPC
Skills
- Retirement Planning
- Supplements to Employee Benefits
- Building Relationships
- Insurance
- Communication
- Customer Relations
- Small Business
- Direct Sales
- Networking
- Time Management
- Legacy Planning
- Sales
- Creative Problem Solving
- Risk Management
- Life Insurance Strategies
- Business Insurance Planning
- Lead Generation
- Wealth Preservation Planning
- Wealth Transfer Strategies
- Customer Satisfaction
- Multi-Tasking Skills
- Leadership
- Term Life Insurance
- Personal Finance
- Customer Retention
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