Chip Hardy Email & Phone Number
Senior Vice President and Financial Advisor @ Wealth Enhancement Group
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Chip Hardy Location
- Columbia, SC, US
Chip Hardy Work
- 2024 -now Senior Vice President and Financial Advisor @
- 2014 -2024 SVP and Fiduciary Consultant @ FinTrust Capital Advisors, LLC
- 2006 -2014 Principal @
- 2004 -2006 SVP and Sales Mgr @
- 1999 -2004 VP - Institutional Trust @
- 1989 -1998 Commercial Banking Relationship Manager @ Bank of America and BB&T
Chip Hardy Education
- Hampden-Sydney College
B.A. (Mgmt Economics)
1984-1988
Chip Hardy Skills
- Leadership
- Alternative Investments
- Financial Advisory
- Estate Planning
- Consulting
- Financial Planners
- Pensions
- Fixed Income
- Estate Tax Planning
- Fiduciary Services
- Retirement Planning
- Portfolio Management
- IRAs
- Certified Behavioral Finance Analyst
- Tax
- Investments
- Relationship Management
- Business Development
- 401k
- Retirement Plan Consulting
- Asset Allocation
- Investment Advisory
- Financial Services
- Equities
- Mutual Funds
- Fiduciary Management
- Microsoft Office
- Investment Strategies
- Marketing
- Asset Management
- Trusts
- Customer Service
- Defined Benefit
- Wealth
- Profit Sharing
- Small Business
- Personal Finance
- 401k Rollovers
- ERISA
- Research
- Funding
- Retirement
- Mergers and Acquisitions
- Series 65
- Employee Benefits
- Hedge Funds
- Investment Management
Chip Hardy Summary
- Chip Hardy, based in Columbia, SC, US, is currently a Senior Vice President and Financial Advisor at Wealth Enhancement. Chip Hardy brings experience from previous roles at FinTrust Capital Advisors, LLC, PrimeTRUST Advisors, American Pensions, Inc. and BB&T. Chip Hardy holds a 1984 - 1988 B.A. in Mgmt Economics @ Hampden-Sydney College. With a robust skill set that includes Leadership, Alternative Investments, Financial Advisory, Estate Planning, Consulting and more. Chip Hardy has 1 emails and 2 mobile phone numbers on RocketReach.
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