Theo Williamson
Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Professional at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Evansville, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Theo Williamson
Since the start of my career with Edward Jones, I have been committed to helping…
Experience
Financial Advisor
Jun 2018 — Present · Henderson, KY, US
Education
Ball State University
Bachelor's degree, Public Finance
2013 — 2017
Skills
- Microsoft Office
- Sales
- Management
- Team Building
- 401(K) Retirement Savings Plans
- Time Management
- Sep Ira
- Marketing
- Public Speaking
- Customer Service
- Microsoft Excel
- Powerpoint
- 529 Plans
- Teamwork
- Microsoft Word
- Team Leadership
- Roth Ira
- Leadership
- Coaching
- Social Networking
- Estate Considerations
- Project Management
- Retirement Planning
- Social Media
- Communication
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