Tony Gomer
Paraplanner @Financial Services Of Virginia
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WORK HISTORY
Paraplanner @Financial Services Of Virginia
Glen Allen, VA, US
Collaborate closely with financial advisors to develop holistic plans that align with clients’ short- and long-term goals. Ensure all materials are accurately prepared and delivered on schedule.Gather and analyze client data to research investment strategies and insurance solutions—including life, disability, and long-term care—providing informed recommendations that support financial well-being.Create reports and presentations that streamline advisor workflows, enhancing communication and service quality. Leverage technology and best practices to optimize internal processes.Adhere to established policies and procedures to maintain compliance with regulatory requirements, safeguarding client information and upholding industry standards.Serve as a primary point of contact for client inquiries, fostering trust through transparent communication and ongoing support to ensure clients feel informed and confident in their financial decisions.
EDUCATION
Virginia Tech
Bachelor of Science (BS), Business Administration and Management, General
Duke University - The Fuqua School of Business
Master of Business Administration - MBA
SKILLS
ABOUT TONY GOMER
At Financial Services of Virginia, I serve in a fiduciary capacity, helping individuals…
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