Cecil Staton Email & Phone Number
President and Wealth Advisor @ Arch Financial Planning, LLC
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Cecil Staton Location
- Athens, GA, US
Cecil Staton Work
- 2022 -now President and Wealth Advisor @
- 2020 -2022 Associate Wealth Advisor @
- 2018 -2020 Associate Wealth Advisor @ Nova Wealth Management Group, LLC
- 2015 -2018 Wealth Planner @
- 2015 -2015 Volunteer Income Tax Assistant @
- 2014 -2014 Financial Planning Intern @ Rinehart Wealth Management
Cecil Staton Education
- The University of Georgia
- McCallie School
- University of Oxford
Cecil Staton Skills
- Wealth Management
- Financial Planning
- Retirement Planning
- Microsoft Office
- Personal Financial Planning
- Estate Planning
- Financial Advisory
- Investments
- Microsoft Excel
- Insurance Planning
- Behavioral Finance
- Cash Flow Analysis
- Morningstar
- Certified Financial Planner
- Customer Service
- Finance
- Portfolio Management
- PowerPoint
- Public Speaking
- Research
- Retirement
- Teamwork
- Wealth
- Financial Services
- Project Management
- Leadership
- Governmental Affairs
Cecil Staton Summary
- Cecil Staton, based in Athens, GA, US, is currently a President and Wealth Advisor at Arch Financial Planning, LLC. Cecil Staton brings experience from previous roles at Buckingham Strategic Wealth, Nova Wealth Management Group, LLC, Smith & Howard Wealth Management, LLC and Georgia United Credit Union. Cecil Staton holds a The University of Georgia. With a robust skill set that includes Wealth Management, Financial Planning, Retirement Planning, Microsoft Office, Personal Financial Planning and more. Cecil Staton has 1 emails on RocketReach.
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Cecil Staton
President and Wealth Advisor
Athens, GA, US
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