Seth Potts Email
Financial Advisor @ Merit Advisors, LLC
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Seth Potts Location
- United States
Seth Potts Work
- Financial Advisor @ (January 2025 - Present)
- Paraplanner and Client Services @ (January 2024 - January 2025)
- Financial Services Assistant @ (May 2023 - December 2023)
- Assistant @ (August 2022 - April 2023)
- Financial Planning Intern @ (May 2022 - August 2022)
- Office Assistant and Production Staff @ Wetsu Group Inc (April 2018 - March 2023)
Seth Potts Education
- Mount Vernon Nazarene University
Bachelor of Science - BS (Corporate Finance with a minor in Financial Planning)
2020-2023
Seth Potts Skills
- Accounting
- Client Relations
- Client Services
- Communication
- Corporate Finance
- Customer Service
- Financial Advising
- Financial Planning
- Higher Education
- Holistiplan
- Leadership
- Nitrogen
- Office Administration
- Organization Skills
- Personal Financial Planning
- Production
- Project Management
- RightCapital
- Time Management
- eMoney
Seth Potts Summary
- Seth Potts, based in United States, is currently a Financial Advisor at Merit Advisors, LLC. Seth Potts brings experience from previous roles at Merit Advisors, LLC and Everence Financial. Seth Potts holds a 2020 - 2023 Bachelor of Science - BS in Corporate Finance with a minor in Financial Planning @ Mount Vernon Nazarene University. With a robust skill set that includes Accounting, Client Relations, Client Services, Communication, Corporate Finance and more. Seth Potts has 1 emails on RocketReach.
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