Rebecca Williams Email & Phone Number
CERTIFIED FINANCIAL PLANNER(TM) Practitioner and Director of Special Needs Planning Division @ Ironwood Wealth Management, LLC.
Rebecca Williams's Location
Scottsdale, AZ, US
Rebecca Williams's Work
- CERTIFIED FINANCIAL PLANNER(TM) Practitioner and Director of Special Needs Planning Division @ Ironwood Wealth Management, LLC.
- CERTIFIED FINANCIAL PLANNER(TM) Practitioner @ Voya Financial Advisors
- Financial Advisor and Director of Marketing and Client Relations for Kandas Financial Group @ MetLife
- Account Executive @ Wachovia
- Account Executive @ Network Funding
- Intern @ Wuerth Solar
Rebecca Williams's Education
- DHBW Mannheim
Diplom Betriebswirt (International Business/Marketing)
2002 - 2003 - Arizona State University
German (German, Finance, Business)
1999 - 2002 - Arizona State University
Finance (Finance, Business, German)
1999 - 2002
Rebecca Williams's Skills
- Leadership
- Estate Planning
- Series 63
- Insurance
- Retirement Planning
- Sales
- IRAs
- Investments
- Relationship Management
- Mortgage Lending
Rebecca Williams's Summary
Rebecca Williams, based in Scottsdale, AZ, US, is currently a CERTIFIED FINANCIAL PLANNER(TM) Practitioner and Director of Special Needs Planning Division at Ironwood Wealth Management, LLC., bringing experience from previous roles at ING Financial Partners, MetLife, Wachovia and Network Funding. Rebecca Williams holds a 2002 - 2003 Diplom Betriebswirt in International Business/Marketing @ DHBW Mannheim. With a robust skill set that includes Leadership, Estate Planning, Series 63, Insurance, Retirement Planning and more, Rebecca Williams contributes valuable insights to the industry. Rebecca Williams has 3 emails and 1 mobile phone number on RocketReach.
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