Traci Simons
Mutual Fund Wholesaler
- Role
- Regional Director at Capital Wealth Planning, LLC
- Location
- Norfolk, VA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Traci Simons
Sales Professional with over 20 years of experience in Territory Management, Customer…
Experience
Regional Director
Dec 2016 — Present
Education
Clark University
Bachelor of Arts, Psychology, Minor Art History and Jewish Studies
1993
Skills
- Wealth Management
- Investments
- Financial Services
- 401k
- Finance
- Asset Allocation
- Mutual Funds
- Financial Planning
- Etfs
- Series 7
- Series 63
- Retirement Planning
- Retirement
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