Vickie Wise Email & Phone Number
Managing Director, Financial Advisor @ Hilltop Securities Inc.
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Vickie Wise Location
- Dallas, TX, US
Vickie Wise Work
- 2018 -now Managing Director, Financial Advisor @
- 2018 -now Senior Vice President, Financial Advisor @
- 2009 -2010 Adjunct Professor @
- 1998 -2018 Senior Vice President | Client Advisor @ BOK Financial Securities
- 1996 -1998 Associate Vice President, Sales @ Morgan Keegan & Company
- 1988 -1993 Associate Vice President, Municipal Finance @ Llama Company
- 1988 -1996 Senior Vice President @ Llama Company
- 1982 -1987 Accountant @ Nabob Operating Company, Inc.
Vickie Wise Education
- Southern Methodist University
Certificate Program in Financial Planning (Financial Planning)
2005-2007 - University of Arkansas
Bachelor of Science (BS) (Finance and Financial Management Services)
- Tulsa Junior College
Associate's degree (Accounting and Finance)
Vickie Wise Skills
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
- Fixed Annuities
- Income Protection
- Retirement Planning
- Estate Planning
- Charitable Trusts
- Sustainable Business Strategies
- Account Management
- Financial Accounting
- Financial Analysis
- Strategic Financial Planning
- Investments
- Risk Management
- Finance
- Portfolio Management
- Wealth Management
- Leadership
- Financial Advisory
- Strategic Planning
- Research
- Nonprofits
- Wealth Management Services
- Planning
- Sales
- Services
- Higher Education
- Financial Planning
- Public Speaking
- Microsoft Office
Vickie Wise Summary
- Vickie Wise, based in Dallas, TX, US, is currently a Managing Director, Financial Advisor at Hilltop Securities Inc.. Vickie Wise brings experience from previous roles at Hilltop Securities Inc., Southern Methodist University, BOK Financial Securities and Morgan Keegan & Company. Vickie Wise holds a 2005 - 2007 Certificate Program in Financial Planning in Financial Planning @ Southern Methodist University. With a robust skill set that includes Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Income Protection and more. Vickie Wise has 2 emails and 3 mobile phone numbers on RocketReach.
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