W. Solomon Email & Phone Number
Financial Consultant, Retirement Planning Specialist @ Covenant Advisory Group
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W. Solomon Location
- Charlotte, NC, US
W. Solomon Work
- 2020 -now Retirement Planning Specialist, Credentialed Holistic Financial Coach, at Covenant Advisory Group @
- 1996 -2020 Financial Consultant, Retirement Planning Specialist @
- 1996 -2020 Registered Representative @
- 2020 -now Financial Consultant, Retirement Planning Specialist @
- 2020 -now Managing Partner Retirement Planning Specialist @
- 2016 -2016 Moderator @ LILI
- 2016 -2016 Board Member @ Executives Association on Charlotte
- 2014 -2015 President, NC Chapter @
- 1983 -1995 Southeast Regional Sales Manager @ BonHomme Shirtmakers, LTD
W. Solomon Education
- The American College
RICP - Retirement Income Certified Professional
2014-2015 - The American College
ChFC (CLU, Financial Planning, Estate and Business Succession, Investments, Tax Law)
2002-2005
W. Solomon Skills
- Leadership
- Project Management
- Research
- Marketing
- New Business Development
- Business Development
- Account Management
- Online Moderation
- Financial Services
- Series 6
- Solid State Lighting
- Product Development
W. Solomon Summary
- W. Solomon, based in Charlotte, NC, US, is currently a Financial Consultant, Retirement Planning Specialist at Equitable Advisors. W. Solomon brings experience from previous roles at Equitable Advisors. W. Solomon holds a 2014 - 2015 RICP - Retirement Income Certified Professional @ The American College. With a robust skill set that includes Leadership, Project Management, Research, Marketing, New Business Development and more. W. Solomon has 1 emails on RocketReach.
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W. Solomon
Manager
Brentwood, TN, US
Top Covenant Advisory Group Employees
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