Pauletta Bonner's Location
Tyler, TX, US
Pauletta Bonner's Work
- Financial Transitions Planning @ Sudden Money® Institute
- Founding Partner and Sr. Vice President @ LPL Financial
- Vice President and Financial Advisor @ Raymond James
- Vice President and Financial Advisor @ RBC
- Vice President and Financial Consultant @ Merrill Lynch
Pauletta Bonner's Education
- Bob Jones University
Pauletta Bonner's Skills
- Alternative Investments
- Estate Planning
- Series 63
- Public Speaking
- Fixed Income
- Retirement Planning
- Financial Transitions Planning
- Portfolio Management
- Business Development
- Variable Annuities
Pauletta Bonner's Summary
Pauletta Bonner, based in Tyler, TX, US, is currently a Financial Transitions Planning at Sudden Money Institute, bringing experience from previous roles at Income Solutions Wealth Management (LPL Financial), Raymond James Financial, Inc., RBC Wealth Management and Merrill Lynch. Pauletta Bonner holds a Bob Jones University. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Public Speaking, Fixed Income and more, Pauletta Bonner contributes valuable insights to the industry. Pauletta Bonner has 3 emails on RocketReach.
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