Teresa King
Investment Adviser Representative
- Role
- Investment Adviser Representative at Fourstar Wealth Advisors Llc
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Teresa King
My mission is to empower clients with financial confidence and help them build a secure…
Experience
Investment Adviser Representative
May 2023 — Present · Chicago, IL, US
An independent Registered Investment Advisor firm operating without the conflicts or restrictions of the old school firms.* Support advisor on strategic business or practice management needs.* Quarterback complex requests or projects on behalf of advisor.* Lead data gathering process thru creation of financial planning reports, analyses and summary.* Work individually with clients to develop and implement comprehensive wealth and tax strategies.* Act as an advocate for clients and on internal matters and with third party associates.* Initiate and monitor requests to administrative team for client needs.* Audit work flow of administrative, back office, and special teams to develop more efficient internal processes.* Participate in financial advising meetings with clients.* Initiate outbound calls and communications to clients and prospects.
Education
The University of Texas at Arlington
BS MIS
The University of Texas at Arlington - College of Business
MHA
Texas Wesleyan University
MBA
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