Billy Lafferty Email & Phone Number

Plano, Texas, Us

Tampa, Florida, Us

I am a holistic financial advisor. I educate my clients and overlook all aspects of their finances to ensure maximum efficiency and balance. I start by helping people to get organized. I help people to become better savers, make sure they appropriately protected, and specialize in diversified investment management. When clients follow our process at Westshore, they are more confident and educated to make financial decisions. I help people change the trajectory of their life, and believe everyone deserves to experience financial confidence and freedom in retirement. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Westshore Financial Group Inc is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4260949. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

New York, Ny, Us

Financial Advisor at Morgan Stanley Virtual Advisor. Worked with existing clients of the national branch to build financial plans, consolidate assets, and make recommendations on investment products and strategies according to the clients needs. Consolidated approximately $4.8M of outside assets. Approximately $4.79M of solicited trading/investment activity. Created and monitored approximately 242 goals based financial plans.

Riverview, Florida, Us

Create new business relationships through networking and social media for sales of service and referrals. 100 cold calls per morning to book appointments for introduction/sales meetings. Report directly to the president/owner and the COO to ensure qualified prospects to target for sales meetings. Book two meetings per week with qualified prospects for potential sales, and use a strategic introduction to foster a business relationship.

Riverview, Florida, Us

Analyzed and manipulated data of clients self-funded or fully-insured employee benefits plans to create presentations using Microsoft Office for client review meetings. Reported and role played those presentations with the COO for attending meetings, to increase my knowledge and communication skills. Marketed clients to insurance carriers through the request for proposal process at renewal dates, and negotiated underwriting and rates for client renewal meetings to ensure they get the best benefits for the best rates. The following was completed for Sullivan Inc, as well as several real estate investment LLCs. Created and managed an accounts payable tracking system using QuickBooks and Excel, for the development of an office park (Sullivan Development LLC), to track $1.8 million of investment/building costs.Located, organized and tracked all tax documents for 2018 and 2019 to ensure a smooth process for filing. Reviewed monthly bank and financial statements, and communicated with the CPA firm. Renewed corporate insurance policies for all properties to ensure efficiency and effectiveness. Communication contact for real estate rental property tenants.

Riverview, Florida, Us

Responsible for data entry for client proposals from insurance carriers, and creating spreadsheets. Learned about the back office process, marketing clients to carriers, and how to analyze and manipulate the data.

Riverview, Florida, Us

Time spent assisting and learning from people in all departments including the COO and owner. Gained a well-rounded overview of the employee benefits brokerage business.

Bachelor'S Degree, Finance, General

Bachelor'S Degree, Fi

High School Diploma