Will Hefner

Life to the Full

Role
Financial Advisor at Northwestern Mutual
Location
Durham, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Advisor

    Northwestern Mutual

    May 2022 — Present

    In my practice I believe in having a comprehensive approach to finances and planning for your goals in life. Our dollars must have a purpose, and the purpose of each dollar is informed by your goals. In an initial conversation we will talk through your personal, professional, and financial goals, then build a personalized plan for you, your family, and your business based on those goals. With every client, I hope to become a trusted advisor through honesty, service, and hard work. My goal is for you to understand the opportunities and potential rewards available when you take a proactive approach to your financial planning.

Education

  • North Carolina State University

    Bachelor’s Degree

  • University of North Carolina at Chapel Hill

    Bachelor’s Degree

Skills

  • Medical Devices
  • Communication
  • Marketing Strategy
  • Marketing
  • Writing
  • Coaching
  • Strategic Planning
  • Employee Relations
  • Public Speaking
  • Logistics
  • Sales Operations
  • Customer Service
  • Teamwork
  • Retail
  • Time Management
  • Team Building
  • Management
  • Business Strategy
  • Microsoft Office
  • Sales
  • Organizational Development
  • Microsoft Word
  • Team Leadership
  • Project Management
  • Market Research
  • Research
  • Editing
  • Relationship Building
  • Stata
  • Recruiting
  • Social Media
  • Interviews
  • Leadership Development
  • Leadership
  • Social Media Marketing
  • Powerpoint
  • Microsoft Excel

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Will Hefner — Financial Advisor at Northwestern Mutual in Durham, NC, US | Unifers