Sheldon Harber Email & Phone Number
Sr. Wealth Manager @ Visionary Wealth Advisors
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Sheldon Harber Location
- St. Louis, MO, US
Sheldon Harber Work
- 2022 -now Advisory Board Member at Department of Personal Financial Planning @
- 2016 -now Sr. Wealth Manager @
- 2005 -2015 President @ Asset Strategies, Inc.
- 1979 -2005 Vice President @ Asset Strategies, Inc.
Sheldon Harber Education
- University of Missouri-Columbia
BSBA (member of Alpha Epsilon Pi)
1975-1979 - Parkway North
High school (tennis team, jazz band(trumpet))
1970-1975 - Craig School
Elementary school
1967-1969 - Weber School
Grade school
1963-1966 - McKnight School
Elementary school
1962-1963
Sheldon Harber Skills
- Investment Management
- Wealth Accumulation
- Investment Planning
- College Funding Strategies
- Series 7
- Roth IRA
- Wealth Preservation
- Insurance Planning
- Investment Strategies
- Retirement Plan
- Elder Care
- Split Dollar
- Strategy
- Asset Protection
- College Funding
- Asset Managment
- Risk Management
- Retirement Planning
- Retirement Plan Distribution
- IRAs
- Charitable Giving
- Asset Management
- Series 63
- Mutual Funds
- Socially Responsible Investing
- Employee Benefits
- Alternative Investments
- Financial Planning
- Team Building
- Wealth Management
- Veterans Benefits
- Long Term Care Insurance
- 401 K Rollovers
- Portfolio Strategy
- Asset Allocation
- Medicaid Planning
- Series 24
- Long Term Care
- Strategic Planning
- 401k Rollovers
- Disability Insurance
- Retirement Savings
- Estate Planning
- Financial Advisory
- Investments
- Banking
- Securities
- College Savings Plans
- Deferred Compensation
- Investment Advisory
- Marketing
- Insurance
- Retirement Income
- ESOP
- Socially Responsible
- Retirement Income Strategies
Sheldon Harber Summary
- Sheldon Harber, based in St. Louis, MO, US, is currently a Sr. Wealth Manager at Visionary Wealth Advisors,LLC. Sheldon Harber brings experience from previous roles at University of Missouri-Columbia and Asset Strategies, Inc.. Sheldon Harber holds a 1975 - 1979 BSBA in member of Alpha Epsilon Pi @ University of Missouri-Columbia. With a robust skill set that includes Investment Management, Wealth Accumulation, Investment Planning, College Funding Strategies, Series 7 and more.
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