John Wortman Email & Phone Number
Financial Advisor @ Valeo Financial Advisors LLC
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John Wortman Location
- Indianapolis, IN, US
John Wortman Work
- Financial Advisor @ (May 2002 - Present)
- Board Member @ (March 2013 - Present)
- Co-Chair Community Campaign @ (January 2021 - May 2024)
- Board Member @ (May 2013 - March 2020)
- Board Member @ (March 2013 - January 2020)
- Board Member @ (February 2010 - October 2017)
- Board Member @ (June 2012 - April 2014)
- Financial Advisor @ (March 1997 - May 2002)
- Financial Advisor @ (May 1995 - March 1997)
John Wortman Education
- Indiana University - Kelley School of Business
B.S. (Finance, minor economics)
1991-1995 - Evansville North High School 1987-1991
John Wortman Skills
- Financial Advisory
- Investments
- Investment Advisory
- Financial Planning
- Retirement Planning
- Wealth Management
- Retirement
- Succession Planning
- Asset Management
- Strategic Planning
- Portfolio Management
- Insurance
- Budgeting
- Retirement Income Strategies
- Risk Management
- Financial Analysis
- Asset Allocation
- Cash Flow
- Economics
- Alternative Investments
- Mutual Funds
- Charitable Giving
- Wealth Transfer
- Long Term Care
- Wealth
- 401k
- Disability Insurance
- Annuities
- Personal Finance
- Investment Strategies
- Securities
- Bonds
- Pensions
- Estate Planning
- Finance
- Strategy
- Microsoft Office
- Project Management
- Research
John Wortman Summary
- John Wortman, based in Indianapolis, IN, US, is currently a Financial Advisor at Valeo Financial Advisors LLC. John Wortman brings experience from previous roles at Salesvue, Gleaners Food Bank of Indiana, Brackets For Good and FileThis, Inc.. John Wortman holds a 1991 - 1995 B.S. in Finance, minor economics @ Indiana University - Kelley School of Business. With a robust skill set that includes Financial Advisory, Investments, Investment Advisory, Financial Planning, Retirement Planning and more. John Wortman has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Valeo Financial Advisors LLC Employees
Tom Askey
Chief Investment Officer
Indianapolis, IN, US
John Wortman
Financial Advisor
Indianapolis, IN, US
Jen Brown
Sr. Director of Human Resources
Noblesville, IN, US
Charlotte Lippert
Financial Advisor
Carmel, IN, US
Matt Jarvis
Financial Advisor
Carmel, IN, US
Gregory Heinle
Chief Operating Officer
Westfield, IN, US
Josh Frazier
Director of Risk and Compliance
Fishers, IN, US
Andrew Tellitocci
Senior Director of Technology
United States
Connor Skelly
Chief Compliance Officer and Legal Counsel
Zionsville, IN, US
Daniel Keller
Chief Financial Officer
Indianapolis, IN, US
Jill Trudeau
Director, Marketing and Communications
Indianapolis, IN, US
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