Alexis Britton, Cfp®, Clu®, Ricp® Email and Phone Number
Alexis Britton, Cfp®, Clu®, Ricp® work email
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Alexis Britton, Cfp®, Clu®, Ricp® personal email
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 2600 Network Blvd.Suite 130Frisco, TX 75034972-824-2816I am not licensed in all jurisdictions.My California Insurance license number is 0H47361Neither Momentum Wealth Strategies nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Momentum Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates.
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Financial InstructorMoney Management Educators, Inc.Texas, United States
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Vice-PresidentMomentum Wealth Strategies Mar 2021 - PresentFinancial strategist skilled at working with clients to identify and achieve their optimal wealth goals. -
Financial Services ProfessionalNylife Securities Llc Jul 2016 - PresentRegistered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. -
AgentNew York Life Insurance Company Apr 2016 - PresentNew York, New York, UsAgent licensed to sell insurance through New York Life Insurance Company. -
Insurance And Financial Services AdvisorFarmers Insurance Feb 2015 - Mar 2016Woodland Hills, Ca, UsWorked with families and business owners providing information and products to protect assets and preserve wealth. -
Claim Team ManagerLiberty Mutual Insurance Oct 2011 - Apr 2014Boston, Ma, UsAs Team Manager, I directed six field Property Loss Specialists stationed throughout Oklahoma improving the claims process through customer service initiatives and process improvement. -
Claim ManagerBank Of America (Balboa) (General Fidelity) Feb 2007 - Oct 2011Managed department consisting of one Unit Manager and seven Claim Supervisors in TX and AZ. Performance included improvement through decreasing claim cycle time, reducing average claims cost through improved training and increasing support department to improve customer service and department response time.
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Claim Team ManagerLiberty Mutual Insurance Dec 2004 - Feb 2007Boston, Ma, UsLed six field Property Loss Specialists tasked with re-inspection of losses as Claims Team Manager. Responsible for transition of Prudential Loss Specialists as a result of company acquisition by Liberty Mutual.
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Claim Team ManagerState Farm Feb 1991 - Dec 2004Bloomington, Illinois, UsDirected six in-office claim representatives responsible for handling general and contractor direct repair claims and reduced indemnity payments through accurate application of coverage provisions.
Alexis Britton, Cfp®, Clu®, Ricp® Skills
Alexis Britton, Cfp®, Clu®, Ricp® Education Details
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The University Of Texas At AustinEconomics
Frequently Asked Questions about Alexis Britton, Cfp®, Clu®, Ricp®
What company does Alexis Britton, Cfp®, Clu®, Ricp® work for?
Alexis Britton, Cfp®, Clu®, Ricp® works for Money Management Educators, Inc.
What is Alexis Britton, Cfp®, Clu®, Ricp®'s role at the current company?
Alexis Britton, Cfp®, Clu®, Ricp®'s current role is Financial Instructor.
What is Alexis Britton, Cfp®, Clu®, Ricp®'s email address?
Alexis Britton, Cfp®, Clu®, Ricp®'s email address is ab****@****ent.com
What schools did Alexis Britton, Cfp®, Clu®, Ricp® attend?
Alexis Britton, Cfp®, Clu®, Ricp® attended The University Of Texas At Austin.
What skills is Alexis Britton, Cfp®, Clu®, Ricp® known for?
Alexis Britton, Cfp®, Clu®, Ricp® has skills like General Insurance, Retirement Planning, Income Protection, Employee Benefits, Estate Planning, Legacy Planning, Variable Annuities.
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