Todd Pierce
Market Leader AmeriLife of the Carolinas / President at Pierce Strategic Wealth Management
- Role
- Market Leader at AmeriLife
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Todd Pierce
Husband, Father, Leader, Mentor, Fiduciary, Investment Advisor Representative, Professional, Retirement Planning Strategist, Seasoned Professional Insurance Agent, Neuro-Strategist, Creator, Author, Senior Leader (Tony Robbins Organization) and so much more. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and AmeriLife are separate companies but are affiliated through common ownership. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A page 4, for additional information.
Experience
Market Leader
Jan 2022 — Present · Charlotte, NC, US
Responsible for growing the AmeriLife presence in the Charlotte Metro area. Looking for Agents and Advisors, new and experienced, that want to join a team of people committed to constant and never ending improvement personally and professionally. AmeriLife provides all of the resources that an Agent/Advisor needs to be successful in terms of leads, training and products available to grow a business. I think it’s more than that though, it’s about becoming the type of person that has the ability to control your time & income while adding value to other people and being part of a team committed to the same. If you are looking for more out of your business, or seeking a Professional Mentor or maybe just a place to call your professional home, I would love to have a conversation how we may be able to assist you in those pursuits. Feel free to reach out Thanks for reading this far
Education
University of South Florida
Marketing
1987 — 2001
NSI
Certified Neuro Strategist, Personal Awareness and Self-Improvement
2015 — 2016
Predictive Index (tm) Analyst
Certified, Talent selection and training
2011
Skills
- Management
- Team Building
- Retirement
- Strategic Financial Planning
- Employee Benefits
- Sales Management
- Iras
- Guaranteed Lifetime Income
- Whole Life Insurance
- Safe Money Management
- Customer Service
- Estate Tax Planning
- Long-Term Care
- Indexed Annuities
- Medicare Part D
- Income Protection
- Medicare
- Marketing
- Financial Planning
- Whole Life
- Term Life Insurance
- Salesforce Training
- Leadership
- Critical Illness
- Sales
- Pensions
- Life Insurance
- Wealth Preservation Planning
- Wealth Management
- Predictive Index Analyst
- Training
- New Business Development
- Insurance
- Agent Development
- Wealth
- Certified Neuro Strategist
- Strategic Planning
- Health Insurance
- Published Author
- Health Savings Accounts
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