Tonya Griffith Email & Phone Number
Senior Vice President - Investment Officer at The Griffith Financial Group @ Wells Fargo Advisors
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Tonya Griffith Location
- Lake Charles, LA, US
Tonya Griffith Work
- 2008 -now Senior Vice President - Investment Officer at The Griffith Financial Group @
- 2001 -2024 Financial Advisor @
Tonya Griffith Education
- Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor's degree (Marketing/Marketing Management, General)
1984-1987
Tonya Griffith Skills
- Retirement
- Retirement Planning
- Investment Strategies
- Asset Allocation
- Financial Advisory
- Strategic Planning
- Concentrated Stock Management
- Multigenerational Wealth Planning
- Relationship Management
- Wealth Preservation Planning
- Risk Management
- Tax-Efficient Strategies
- Deferred Compensation Plans
- Finance
- Microsoft Office
- Investment Planning
- Portfolio Analysis
- Securities
- Investments
- Financial Planning
- 401(K) Rollovers
- Strategy
- Mutual Funds
- Credit
- Management
- Customer Service
- Tax Efficient Strategies
- Wealth Management
- Portfolio Management
- 401k Rollovers
- Series 7
- Project Management
- 401K Planning
- 401 Planning
- 401 Rollovers
Tonya Griffith Summary
- Tonya Griffith, based in Lake Charles, LA, US, is currently a Senior Vice President - Investment Officer at The Griffith Financial Group at Wells Fargo Advisors. Tonya Griffith brings experience from previous roles at A.G. Edwards & Sons, Inc.. Tonya Griffith holds a 1984 - 1987 Bachelor's degree in Marketing/Marketing Management, General @ Southern University and Agricultural and Mechanical College at Baton Rouge. With a robust skill set that includes Retirement, Retirement Planning, Investment Strategies, Asset Allocation, Financial Advisory and more. Tonya Griffith has 4 emails on RocketReach.
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