Financial Advisor
Current* Analyzing portfolios.* Developing income distribution plans and tax efficient strategies.* Helping clients manage risk thru life, long-term care insurance, and disability insurances.
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@edwardjones.com
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Andrew Lang is listed as Financial Advisor at Edward Jones, based in Hawaii, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Andrew Lang.
Andrew Lang previously worked as Senior Vice President, Director of American Investment and Insurance, at American Savings Bank and Chief Operations Officer at Honolulu Financial Partners. Andrew Lang holds Bachelor Of Educational Studies, Bes from University Of Missouri-Columbia.
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AeroLeads found 1 current-domain work email signal for Andrew Lang. Compare company email patterns before reaching out.
I get to do what I have a passion for - help clients manage their assets for income and get higher income on existing assets.My passion for investing started when I was a young boy. My grandfather would give me stock certificates and licorice for my birthday. I asked him for toys, but he said that if I held onto the stocks I could buy 10 toys. I gobbled up the licorice and with my first taste of investing I was hooked. What’s followed is a career of over 20 years in financial services.During that time, I've gained extensive knowledge of investment and insurance solutions to help clients with their personal and family finances. I've been thru bull markets and bear markets, the dot com bubble, and the financial crisis of the great recession. What I found is providing straightforward advice and an easy to follow plan keeps you on track to meet your goals. Partnering with me, you'll gain peace of mind so you can sleep well at night. My passion for helping ties in perfectly with the Edward Jones belief that we are on this journey together. So what did I do with my grandfather’s stock certificates? I held onto them for 20 years and bought my first house in Hawaii, in which to raise my family in. Please send me a message and let's talk about how I can help you./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Listed skills include Investments, Management, Team Management, Leadership, and 20 others.
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* Analyzing portfolios.* Developing income distribution plans and tax efficient strategies.* Helping clients manage risk thru life, long-term care insurance, and disability insurances.
* Managed sales and operations of investment and insurance division with assets under management of $1 billion and 10,000 clients.* Successfully led Broker/Dealer conversion.* Recruited top performing Financial Consultants. * Improved operational efficiencies.
Managed operations for a boutique financial planning office with 1,300 clients and $200 million in assets.
* Managed sales and operations of investment and insurance division with $500 million assets under management and 5,000 clients.* Mentored junior staff for succession planning.
* Help found the investment and insurance group. Grew portfolio to $100 million assets under management and 1,000 clients.* Created and developed a Japanese niche market with customer base of $40 million in client assets. * Twice named top Financial Consultant by Bank Investment Consultant.
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Andrew Lang works for Edward Jones.
Andrew Lang is listed as Financial Advisor at Edward Jones.
AeroLeads has found 1 work email signal at @edwardjones.com for Andrew Lang at Edward Jones.
Andrew Lang is based in Hawaii, United States while working with Edward Jones.
Andrew Lang has worked for Edward Jones, American Savings Bank, Honolulu Financial Partners, and Central Pacific Bank.
You can use AeroLeads to view verified contact signals for Andrew Lang at Edward Jones, including work email, phone, and LinkedIn data when available.
Andrew Lang holds Bachelor Of Educational Studies, Bes from University Of Missouri-Columbia.
Andrew Lang is listed with skills including Investments, Management, Team Management, Leadership, Financial Advisory, Insurance, Banking, and Financial Services.
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