David Branham Email and Phone Number
David Branham work email
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David Branham personal email
Life is constantly in motion. Because of the constant movement, financial decisions can sometimes be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee.Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs.The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non-product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both.My financial planning services cover:• Retirement Planning• Education Planning• Estate Planning Strategies• Risk Management• Insurance Needs• Investment Planning• Funding for a Major Purpose• Current Net Worth and Cash Flow Statements
Prudential Financial
View- Website:
- prudential.com
- Employees:
- 14889
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Financial PlannerPrudential Financial Sep 2024 - PresentIndependence, Ohio, United States• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors, and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients adjust due to our ever-changing environment.
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Financial AdvisorWestern & Southern Financial Group Jan 2017 - Jun 2018Madison, Ohio -
Staff ManagerWestern & Southern Financial Group Jan 2012 - Dec 2016Madison, Ohio
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Financial AdvisorWestern & Southern Financial Group Oct 2010 - Jan 2012Madison, Ohio
David Branham Skills
David Branham Education Details
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Finance -
Finance
Frequently Asked Questions about David Branham
What company does David Branham work for?
David Branham works for Prudential Financial
What is David Branham's role at the current company?
David Branham's current role is Financial Planner at LPL Financial.
What is David Branham's email address?
David Branham's email address is da****@****ern.com
What schools did David Branham attend?
David Branham attended Kent State University, Kent State University.
What skills is David Branham known for?
David Branham has skills like Leadership, Estate Planning, Team Building, Client Relations, Wealth Preservation Planning, Retirement Income Strategies, Retirement Planning, Financial Planning, Social Security Income, Asset Allocation, Budgeting, Investment Strategies.
Who are David Branham's colleagues?
David Branham's colleagues are Brian Metz, Richard Guadagno, Sucinurisani Oetomo, Tom Allseits, Rebecca Oleston, Saleh (Sal) Mohamed, Ellen Bergen.
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David Branham
Washington, Dc2gmail.com, kirkland.com -
1universalpersonnel.co.uk -
2jacobs.com, escg.jacobs.com -
David Branham
Director | Furniture & Furnishings Development + Management | Design-Led | Brand-Forward | Cross-Functional Collaborator & Team LeaderNew York, Ny
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