Don Prescott Email & Phone Number
CFP®, AAMS® Partner, STWP Wealth Advisor, RJFS
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Don Prescott Location
- Fountain Hills, AZ, US
Don Prescott Work
- 2022 -now CFP®, AAMS® Partner, STWP Wealth Advisor, RJFS @ Silver Tree Wealth Partners
- 2002 -2022 Financial Advisor @
- 1999 -2002 Development Research Specialist @ Oral Roberts University
Don Prescott Education
- Oral Roberts University
Bachelor of Science (Finance)
1997-2002
Don Prescott Skills
- Fixed Income
- Bonds
- Check Writting And Debit Cards
- 403B Profit Sharing
- Sep Iras
- CDS
- Insurance
- Term Life
- Tax Estimates And Cost Basis
- Long Term Disability
- Financial Calculators
- Annuities
- Portfolio And Retirement Plan Reviews
- Retirement Plan Rollovers And Consolidation
- 401k
- Traditional Iras
- Fixed Income Investments
- Strategy
- Individual Retirement Accounts
- Equities
- Stock Unit Investment Trusts
- Mutual Funds
- Fixed
- Systematic Investing
- Roth Iras
- Estate Considerations
- Spending And Borrowing Solutions
- Corp. Govt. Municipal
- Saving
- Variable
- Us Treasury
- Long Term Care
- Simple Iras
- Permanent Life
- Trustee
- Co Trustee
- Research
- Common Stocks
- Dividend And Income Reinvestment
- Managing Agent
- Monthly Investing Programs
- Managed Account Program
- Retirement
- Estates Hotline For Estate Planning Professionals
- Immediate
- Equity Investments
- Trust Services
- Investor Education Programs
- Business Retirement Plans
Don Prescott Summary
- Don Prescott, based in Fountain Hills, AZ, US, is currently a CFP®, AAMS® Partner, STWP Wealth Advisor, RJFS at Silver Tree Wealth Partners. Don Prescott brings experience from previous roles at Edward Jones and Oral Roberts University. Don Prescott holds a 1997 - 2002 Bachelor of Science in Finance @ Oral Roberts University. With a robust skill set that includes Fixed Income, Bonds, Check Writting And Debit Cards, 403B Profit Sharing, Sep Iras and more. Don Prescott has 1 emails and 1 mobile phone numbers on RocketReach.
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