Cliff Guthrie Email
Wealth Manager @ JL Smith | Wealth & Tax Planning
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Cliff Guthrie Location
- Florida, United States
Cliff Guthrie Work
- 2022 -now Wealth Manager @
- 2021 -2022 Advisor @
- 2018 -2021 Premium Elite Relationship Manager @
- 2014 -2018 Financial Advisor @ Merrill Lynch Wealth Management, Bank of America Corporation
Cliff Guthrie Education
- Jacksonville University
Bachelor's Degree (Finance)
2013-2014
Cliff Guthrie Skills
- Portfolio Management
- Financial Advisory
- Investments
- Banking
- Refinance
- Credit
- Series 66
- Financial Analysis
- Financial Services
- Sales
- Series 7
- Financial Markets
- Microsoft Office
- Microsoft Excel
- Public Speaking
- Social Media
- Social Networking
- Leadership
- PowerPoint
- Microsoft Word
- Research
- Financial Modeling
- Finance
- Microsoft PowerPoint
Cliff Guthrie Summary
- Cliff Guthrie, based in Florida, United States, is currently a Wealth Manager at JL Smith | Holistic Wealth Management. Cliff Guthrie brings experience from previous roles at CUSO Financial Services, LP, Merrill Lynch and Merrill Lynch Wealth Management, Bank of America Corporation. Cliff Guthrie holds a 2013 - 2014 Bachelor's Degree in Finance @ Jacksonville University. With a robust skill set that includes Portfolio Management, Financial Advisory, Investments, Banking, Refinance and more. Cliff Guthrie has 1 emails on RocketReach.
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