William King

About William King

In my role as a Financial Planner for Prudential, my focus is to provide honest service and financial strategies that will help my clients achieve their personal financial goals. My mission is to be a trusted financial resource for my community by providing a variety of financial products combined with superb service. I believe that financial education is an essential part of life planning, and I’m happy to share my knowledge with you. My areas of experience include: • Assisting in the clarification, understanding and quantification of client’s financial goals and needs. • Assisting clients in gathering the information needed to prepare the financial plan. • Creating financial plans that provide information and strategies to help my clients make better informed financial decisions. • Educating clients on solutions to the potential hidden risks that may disrupt their financial plan. • Meeting with family members, executors and other advisors to discuss my clients’ financial plan, if desired, for a concerted effort. • Periodically updating the clients’ financial plan, if desired, to help clients make adjustments due to our ever-changing environment. Together we can identify your goals for your future, and create a financial strategy that will help support them.

Experience

1. Financial Planner at Pruco Securities, Llc

   Prudential Financial

   Nov 2011 — Present · Fort Myers, FL, US

   Financial Planner• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.

Education

• University of Alaska Fairbanks

  General Studies

  1990 — 1990

• University of Alaska Anchorage

  General Studies

  1996 — 1996

• Tanana Valley Community College

  Private Pilot Ground School

  1987 — 1987

• North Central Junior College

  A & P Mechanic, Avition Maintenance Technology

  1991 — 1991

Skills

• Security Clearance
• Logistics Planning
• Power Point
• Process Improvement
• Selling
• Leadership
• Point
• Excel
• Training
• Military Logistics
• Business Planning
• Sales Management
• Team Building
• Security
• Quick Books
• Command
• Flights
• Budgets
• Recruiting
• Finance
• Aircrew
• Quality Control
• Retail
• Negotiation
• Management
• Computer and Data Process
• Sales
• Microsoft Excel
• Human Resources
• Marketing
• Production Control
• Airframe & Power Plant Mechanic
• Strategic Planning
• Quickbooks
• Marketing Strategy
• Personnel Management
• Diagnostics
• Sales Operations
• Recruiter
• Military