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@magellanfinancial.com
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Billy Voyles Mba Ricp is listed as Founder of Fundamental Wealth Designs🔹Retirement Income Strategies | Tax Planning | Risk Management | Legacy Planning | Investment Management at Fundamental Wealth Designs, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at magellanfinancial.com, phone signal with area code 734, 763, and a matched LinkedIn profile for Billy Voyles Mba Ricp.
Billy Voyles Mba Ricp previously worked as President / Founder at Fundamental Wealth Designs and Investment Advisor Representative at Foundations Investment Advisors. Billy Voyles Mba Ricp holds Mba, Finance from Eastern Michigan University.
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AeroLeads found 1 current-domain work email signal for Billy Voyles Mba Ricp. Compare company email patterns before reaching out.
For over a decade, I worked in an executive role in the financial industry. During my career, I traveled 30-40 weeks per year to speak, coach, and advise other financial advisors on how to run/grow their businesses. It was a serendipitous meeting with a stranger looking for a financial advisor that changed the course of my career. While answering the man’s questions I realized that I could use my accumulated knowledge to help people like him and be home more with our growing family.With an aptitude for financial philosophies and an entrepreneurial spirit, I embarked on a new journey of launching Fundamental Wealth Designs. My life experiences have taught me to view retirement differently. I am dedicated to offering honest, reliable guidance to our clients that helps to empower them to build a sturdy foundation for retirement. At Fundamental Wealth Designs, we believe that a successful retirement means being prepared for anything life throws at you.I witnessed the value of planning for a secure retirement in my parents’ lives as my father’s health deteriorated. Although their retirement plans have altered, their foundation has not, and it has been critical to maintaining peace of mind in the face of life’s ups and downs. My parents aren’t going to have their dream retirement, but they can still make the most of it because they built the groundwork.I currently reside in Stillwater and enjoy spending time with my wife, Lindsey, and our four children: Bo, Sunny, JJ, and Cody. I enjoy golfing, fishing, and spending time with family at our cabin in Spooner, WI.Contact:https://linktr.ee/fundamentalwd(651) 461-6151https://fundamentalwd.com/DISCLOSUREInvestment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
Listed skills include Fixed Annuities, Retirement, Life Insurance, Sales, and 11 others.
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North Oaks, Minnesota, Us
We believe the fundamentals come first when planning for retirement.You've worked hard for your money, and now its time to make your money work hard for you.Our main question is, do you want to hope or know that your income will last as long as you do? We can help answer that today with our written retirement income plan. Come check us out and start your 'Retirement Designed Differently,' today.
Phoenix, Arizona, Us
Investment Advisory services offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Advisor.
Topeka, Kansas, Us
Magellan is a true partner that helps you see more people, and spend less money doing it.We Are: More. Better. Different.- Building a group of special financial advisors that want more out of their business and life- Leading a team to support the growth and development of those advisors- Creating value through ideation, experience, and focusing on relationships
Minneapolis, Mn
- Led team responsible for $2.5 Billion in annual sales- Established strategic direction of team supporting top independent distribution companies- Contributed to product development, BD & RIA strategy, service experience and advisor platforms
Minneapolis, Mn
- Responsible for leading a team of external wholesalers focused on growing and retaining top producers for Allianz Life- Provide sales and marketing support for the distribution of FIAs into broker-dealers through FMOs- Utilize 10 years of experience to help financial professionals create retirement strategies that help their clients achieve long-term goals/objectives
Minneapolis, Mn
- Responsible for marketing fixed and fixed index annuities for the West Region- Provide Sales and Marketing support of the distribution of FIAs- Draw from 8 years of experience to help financial professionals create retirement strategies that help their clients meet their long-term financial goals/objectives
Minneapolis, Mn
- Responsible for marketing fixed and fixed index annuities for the West District- Provide FMO distribution support of the sales of fixed and index annuities
• Establish and build relationships with producers averaging over $1MM in FIA premium. • Conduct comprehensive consultations to guide producers through the sales process.• Leverage concierge service with strategic marketing plans in order to increase individual and overall production. • Execute strategies to ensure top line sales growth and ROI. • Expand strategic relationships with top producing agents within Ann Arbor Annuity Exchange. • Identify and target registered representatives who seek to learn the benefits of FIAs. • Recruit top registered representatives to an FIA friendly BD. • Author monthly sales article to "Annuity News & Lifelines". • Member of AAAE BD Success Team, Member of AAAE Innovations Committee.
Responsible for establishing and growing relationships with independent insurance agents and financial advisors. Worked along side advisors to develop marketing strategies to expand their business. Provided marketing and client acquisition strategies that resulted in consistent growth of agents businesses year over year. Named member of AAAE Innovation Committee charged with fueling the growth of AAAE. Authored a weekly "Word on the Street" column recently adopted to AAAE's popular "Annuity News & Lifelines" industry publication.
Recruited new agents and reps to Ann Arbor Annuity Exchange by discussing value-added services and support offered by one of the leading FMOs in the country. Led AAAE in recruiting for 2007 which led to a promotion to Marketing Consultant in Fast-Track fashion. Named Recruiter of the Year at AAAE in 2007.
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Billy Voyles Mba Ricp works for Fundamental Wealth Designs.
Billy Voyles Mba Ricp is listed as Founder of Fundamental Wealth Designs🔹Retirement Income Strategies | Tax Planning | Risk Management | Legacy Planning | Investment Management at Fundamental Wealth Designs.
AeroLeads has found 1 work email signal at @magellanfinancial.com for Billy Voyles Mba Ricp at Fundamental Wealth Designs.
AeroLeads has found 2 phone signal(s) with area code 734, 763 for Billy Voyles Mba Ricp at Fundamental Wealth Designs.
Billy Voyles Mba Ricp is based in Greater Minneapolis-St. Paul Area, United States while working with Fundamental Wealth Designs.
Billy Voyles Mba Ricp has worked for Fundamental Wealth Designs, Foundations Investment Advisors, Magellan Financial & Insurance Services, Inc., Allianz Life, and Ann Arbor Annuity Exchange.
You can use AeroLeads to view verified contact signals for Billy Voyles Mba Ricp at Fundamental Wealth Designs, including work email, phone, and LinkedIn data when available.
Billy Voyles Mba Ricp holds Mba, Finance from Eastern Michigan University.
Billy Voyles Mba Ricp is listed with skills including Fixed Annuities, Retirement, Life Insurance, Sales, Insurance, Marketing, Marketing Strategy, and Business Development.
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