Ann Koblenzer Email & Phone Number

N. Georgia

I represent First Trust’s unique Unit Invest Trust portfolios. Our mission is to contribute to our clients’ success by providing what they need most: • Innovative investment products• Expert economic and market research • Extensive sales, product, and client service support• Practice management coaching & training

• Educate clients on firm’s niche alternative income solutions in the preferred stock and MLP space• Inform territory’s Dorsey Wright followers on changes within firm’s domestic and international equity models based on the principals of relative strength and point and figure charting • Utilize firm’s “Gap and Overlap” reports of advisors’ current model allocations to recommend First Trust products with potential to improve performance, lower standard deviation or increase diversification• Collaborate with external partner on unique business plan for AUM growth including seminars with firm’s portfolio managers, tailored investment solutions and due diligence meetings with firm’s CEO, senior economists and market strategist• Deepen relationships with existing clients through proactive phone calls, meetings and e-mail marketing of actionable sales ideas• Generate diversified client prospect list through research of 13F filings and RIA database

• Generate revenue, retain and acquire new assets under management and deepen existing clients relationship with the firm • Advise clients on investment decisions based on risk tolerance and individual financial goals using a long-term, disciplined approach and allocation re-balancing • Provide investment, savings and liability management solutions to develop in-depth financial strategies through the utilization of advanced wealth management tools• Generate new investment business through leads generated from internal partnering; consistently identifying new client opportunities and engaging key partners as needed• Analyze company research reports and educate clients on domestic and international economic market indicators, company earnings and global news influencing the markets