John Massie Email & Phone Number
Certified Financial Planner @ Professional Wealth Advisors, LLC
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John Massie Location
- Milwaukee, WI, US
John Massie Work
- 2018 -now Certified Financial Planner @
- 2015 -2018 Senior Manager Financial Planner @
- 2004 -2015 Certified Financial Plannerâ„¢ Professional @ John Massie Financial Services, LLC
- 2002 -2015 Financial Planner @ John Massie Financial Services, LLC
- 2000 -2015 Owner @ John Massie Financial Services, LLC
- 1996 -2003 Registered Representative @ ING
John Massie Education
- Marquette University
BA (Journalism)
1983-1986 - University of St. Thomas 1981-1983
- Marquette University High School
1981
1977-1981
John Massie Skills
- Strategic Financial Planning
- Financial Services
- Retirement
- Finance
- Portfolio Management
- Securities
- Insurance
- Investments
- Strategic Planning
- Management
- Mutual Funds
- Leadership
- Employee Benefits
- Wealth Management
- Retirement Planning
- Small Business
- Networking
- Public Speaking
- Financial Planning
- Accounting
- Business Analysis
- Process Improvement
- Microsoft Office
- Marketing
- Project Management
John Massie Summary
- John Massie, based in Milwaukee, WI, US, is currently a Certified Financial Planner at Professional Wealth Advisors, LLC. John Massie brings experience from previous roles at BMO Private Bank and John Massie Financial Services, LLC. John Massie holds a 1983 - 1986 BA in Journalism @ Marquette University. With a robust skill set that includes Strategic Financial Planning, Financial Services, Retirement, Finance, Portfolio Management and more. John Massie has 3 emails and 3 mobile phone numbers on RocketReach.
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