Emily Powers

Emily Powers Email and Phone Number

Financial Planner at Pruco Securities, LLC @ Prudential Financial
newark, new jersey, united states
Emily Powers's Location
Fayetteville, Arkansas, United States, United States
Emily Powers's Contact Details

Emily Powers work email

Emily Powers personal email

n/a
About Emily Powers

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

Emily Powers's Current Company Details
Prudential Financial

Prudential Financial

View
Financial Planner at Pruco Securities, LLC
newark, new jersey, united states
Website:
prudential.com
Employees:
14889
Emily Powers Work Experience Details
  • Prudential Financial
    Financial Planner
    Prudential Financial Apr 2023 - Present
    • 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.
  • Oakmont Group
    Operations Manager
    Oakmont Group Feb 2021 - Jul 2023
    College Station, Texas, United States
  • Safe 2 Save
    Executive Account Manager
    Safe 2 Save Aug 2020 - Feb 2021
    College Station, Texas, United States
  • Safe 2 Save
    Lead Account Manager
    Safe 2 Save Apr 2020 - Aug 2020
    College Station, Texas, United States
  • Safe 2 Save
    Assistant To Chief Executive Officer
    Safe 2 Save Jan 2020 - Apr 2020
    College Station, Texas
  • Miles Of Grace Realty
    Real Estate Agent
    Miles Of Grace Realty May 2019 - Jan 2020
    College Station, Texas
  • Miles Of Grace Realty
    Real Estate Assistant
    Miles Of Grace Realty Mar 2017 - Apr 2019
    College Station, Texas
  • Berkshire Hathaway Homeservices Caliber Realty
    Realtor
    Berkshire Hathaway Homeservices Caliber Realty Jun 2018 - Apr 2019
    College Station, Texas
  • Texas A&M University
    Student Worker
    Texas A&M University Aug 2016 - Feb 2017
    College Station, Texas
    Call center for Student Business Services
  • Toyota North America
    Receptionist
    Toyota North America May 2016 - Aug 2016
    Houston, Texas Area
  • First Baptist Church Baytown
    Youth Intern
    First Baptist Church Baytown May 2014 - Aug 2015
    Baytown, Tx
    Summer Seasonal Internship• Assisted in leading junior high mission trips • Coordinated parent informational meetings• Organized current documents and sorted outdated files • Partnered with youth leader to design and implement new coffee bar logo• Restructured layout to optimize utilization of youth room• Prepared and taught at weekly youth group gatherings

Emily Powers Skills

Leadership Microsoft Office Teamwork Microsoft Word Social Media Microsoft Excel Public Speaking Customer Service Microsoft Powerpoint

Emily Powers Education Details

Frequently Asked Questions about Emily Powers

What company does Emily Powers work for?

Emily Powers works for Prudential Financial

What is Emily Powers's role at the current company?

Emily Powers's current role is Financial Planner at Pruco Securities, LLC.

What is Emily Powers's email address?

Emily Powers's email address is ep****@****oup.com

What schools did Emily Powers attend?

Emily Powers attended Texas A&m University, Barbers Hill High School.

What skills is Emily Powers known for?

Emily Powers has skills like Leadership, Microsoft Office, Teamwork, Microsoft Word, Social Media, Microsoft Excel, Public Speaking, Customer Service, Microsoft Powerpoint.

Who are Emily Powers's colleagues?

Emily Powers's colleagues are Diane Breuer, Hannah Pomasl, Rudi Ardiansyah, Marsha Serba, Kristin Demauro, Joe Baker, Sara Azizi.

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