Hunter Rodgers, C(K)P®

Hunter Rodgers, C(K)P® Email and Phone Number

Wealth Manager | Pinnacle Asset Management | Raymond James Financial Services, Inc @ Raymond James
Toronto, ON
Hunter Rodgers, C(K)P®'s Location
Nashville Metropolitan Area, United States, United States
Hunter Rodgers, C(K)P®'s Contact Details
About Hunter Rodgers, C(K)P®

UNLEASHING your employer sponsored retirement plan power can be as simple as 90 | 10 | 90…. 💭🏖️ Have you ever wondered what it would take to achieve true retirement success with your 401(k) plan?Imagine if your company’s retirement plan created a secure and prosperous future for you and your employees. As a financial advisor at Raymond James Pinnacle Financial Partners, our team takes immense pride in our mission to transform retirement plans and empower participants.💪🔥💰 🚀✨ With our unrivaled dedication to process, prudence, and participant outcomes, we're here to shake up the retirement game and create a brighter future for all! 🌤️🏦 🔍📊 We meticulously evaluate every aspect of your plan to maximize its potential, ensuring that participants reach new heights in their retirement journeys. 📈💫 💼🌟 Our partnerships with top ERISA attorneys, former DOL investigators, plan auditors, and other industry experts bring an unmatched level of expertise and guidance to the table. Together, we'll navigate the retirement landscape with finesse and precision. 🤝🔑 ✨💸 Say goodbye to retirement worries and hello to a prosperous future! Let's unleash the true power of your plan together and we’ll help participants retire with dignity, excitement, and financial freedom. 🌴🏖️💰 Call me directly to discuss our 90 | 10 | 90 approach to transform your important retirement benefit. (615) 584-3702 Hunter.Rodgers@pnfp.com A little about me: ✝️ Follower of Christ 💍 I married my college sweetheart, Kelly, who I met freshman year at The University of Tennessee 👨‍👩‍👧‍👦 Father of 3 amazing children - Ava Reed, Worth, and Poppy. 🏈 We are all Vols 🟧⬜️🟧⬜️ and love all things UT Athletics! 🏖️ ⛷️ We love the beach in the summer and skiing in the winter. ⛳️ Golf is Kelly’s worst nightmare🤣, but my favorite hobby when I have time.

Hunter Rodgers, C(K)P®'s Current Company Details
Raymond James

Raymond James

View
Wealth Manager | Pinnacle Asset Management | Raymond James Financial Services, Inc
Toronto, ON
Website:
raymondjames.ca
Employees:
5
Hunter Rodgers, C(K)P® Work Experience Details
  • Raymond James
    Wealth Manager, Pinnacle Asset Management, Rjfs
    Raymond James Aug 2021 - Present
    St. Petersburg, Florida, Us
    C(k)P® designation - Certified 401(k)ProfessionalPinnacle Asset Managementwww.MoodyEast.comSecurities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors Inc. Pinnacle Bank and Moody + East Investment Partners, Pinnacle Financial Partners, and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services.The Certified 401(k)Professional -C(k)P designation from The Retirement Advisor University at UCLA Anderson School Of Management, which recognizes substantial practical retirement plan management experience and the completion of a comprehensive and specialized education program.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section
  • New York Life Investments
    Advisor Consultant
    New York Life Investments Nov 2018 - Jul 2021
    New York, Ny, Us
    As Regional Vice President at New York Life and MainStay Investments I build lasting relationships with financial professionals in my territory. I provide investment strategy insights and business building resources designed to help my clients succeed. I'm committed to my clients' business and recommending value-added services and investment solutions to enhance their practice.
  • American Century Investments
    Vice President, Territory Sales
    American Century Investments Jul 2015 - Nov 2018
    Kansas City, Missouri, Us
    As Vice President, Territory Sales, I build lasting relationships with financial professionals in my territory. I provide investment strategy insight and business building resources designed to help my clients succeed. I'm committed to my clients' business and recommending value-added services and investment solutions to enhance their practice.
  • Massmutual Financial Group
    Managing Director
    Massmutual Financial Group Jan 2013 - Jul 2015
    Springfield, Massachusetts, Us
    I specialized in helping small to mid-sized companies construct and implement successful retirement plans to help their employees retire on their terms. I delivered a concierge experience for my advisors and clients. In my role I partnered with financial advisors and consultants to build solutions for clients ranging from 1 to 1,000 employees. I currently hold the Series 7 and Series 63 registrations and I have variable, health and life insurance licenses with the State of Tennessee & Georgia.
  • Massmutual Financial Group
    Regional Sales Director
    Massmutual Financial Group May 2010 - Dec 2012
    Springfield, Massachusetts, Us
  • Massmutual Financial Group
    Relationship Manager
    Massmutual Financial Group May 2007 - May 2010
    Springfield, Massachusetts, Us
  • Cantor Fitzgerald
    Institutional Fixed Income Broker
    Cantor Fitzgerald Mar 2006 - Apr 2007
    New York, New York, Us
  • Morgan Keegan
    Fixed Income Analyst
    Morgan Keegan May 2005 - Mar 2006

Hunter Rodgers, C(K)P® Skills

Series 7 Mutual Funds Fixed Income Series 63 Investments Retirement Planning Asset Managment Securities Wealth Management Retirement Portfolio Management 401k Asset Allocation Equities Investment Strategies Bonds Investment Advisory Financial Services Capital Markets Qualified Retirement Plans Defined Benefit Variable Annuities Profit Sharing

Hunter Rodgers, C(K)P® Education Details

  • Ucla Anderson School Of Management
    Ucla Anderson School Of Management
    C(K)P
  • Christian Brothers University
    Christian Brothers University
    Financial Planning And Services

Frequently Asked Questions about Hunter Rodgers, C(K)P®

What company does Hunter Rodgers, C(K)P® work for?

Hunter Rodgers, C(K)P® works for Raymond James

What is Hunter Rodgers, C(K)P®'s role at the current company?

Hunter Rodgers, C(K)P®'s current role is Wealth Manager | Pinnacle Asset Management | Raymond James Financial Services, Inc.

What is Hunter Rodgers, C(K)P®'s email address?

Hunter Rodgers, C(K)P®'s email address is hu****@****hoo.com

What schools did Hunter Rodgers, C(K)P® attend?

Hunter Rodgers, C(K)P® attended Ucla Anderson School Of Management, Christian Brothers University.

What are some of Hunter Rodgers, C(K)P®'s interests?

Hunter Rodgers, C(K)P® has interest in Family, Golf, Duck Hunting, Friends.

What skills is Hunter Rodgers, C(K)P® known for?

Hunter Rodgers, C(K)P® has skills like Series 7, Mutual Funds, Fixed Income, Series 63, Investments, Retirement Planning, Asset Managment, Securities, Wealth Management, Retirement, Portfolio Management, 401k.

Who are Hunter Rodgers, C(K)P®'s colleagues?

Hunter Rodgers, C(K)P®'s colleagues are Maggie Kokemuller, Praveenraj Rajendran, Andrew Gartland, Cfp®, Crpc™, Tom Scanlon, Cpa, Cfp®, Siddha Patnala, Chris Fils, Cfp® Mba, James Norton.

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