Financial Planner
CurrentFinancial Planner and Investment Advisor Representative
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@metlife.com
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John L. Abrams is listed as Financial Planner at SagePoint Financial, a with 253 employees, based in Miami-Fort Lauderdale Area, United States. AeroLeads shows a work email signal at metlife.com and a matched LinkedIn profile for John L. Abrams.
John L. Abrams previously worked as Investment Specialist at Metlife and Financial Planner at Metlife Securities Inc.. John L. Abrams holds Associate’S Degree, Executive Masters Of Business from Florida Atlantic University - College Of Business.
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I have been in the financial industry for over 26 years, including 13 of those years as Investment Director, as well as running my own business for 5 years. I built several teams to drive a mission in supporting and directing investors and business owners achieve their financial dreams. Comprehensive Financial and Investment Planning is a concept, but when put to work it is a roadmap for ones journey in accomplishing their financial goals and objectives throughout their working and retirement years. It gives me the pleasure in looking back on the accomplishments of the many individuals, families and businesses through our support and care through good times and more importantly through those rough spots. I have also had the pleasure to see the growth of many advisors I have been able to help in directing their financial services careers throughout South Florida including Plantation, Ft Lauderdale, Miami and all the Palm Beaches. My many activities that I particularly enjoy is public speaking, holding seminars for the clients, prospects, and advisors. Great accomplishments are made when tending to client appointments for investment cases, reviewing client statements, portfolio analysis and assisting in building customized investment portfolios. As a Financial Planner, I lead clients to help develop their comprehensive plans and keep them engaged with ongoing plan reviews and services. My focus is on growth during the eager, energetic years with expansive objectives to accomplishments beyond ones expectations. When the time is right to wind down my focus is on protection in maintaining the life style one has accustomed throughout retirement and the eventual executing of their estate. planning to the next generation. Life is Good!*Securities and advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Please visit our website for additional disclosures.
Listed skills include Insurance, Risk Management, Life Insurance, Sales, and 14 others.
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Pinecrest, Florida, United States
Financial Planner and Investment Advisor Representative
5900 N. Andrews Ave. Suite 900 Fort Lauderdale, Fl 33309
Built a team that helps to support the Cypress Financial Group organization with all aspects of investment business and has the responsibility to grow the agency investment revenue year-over-year. In addition I lead the “CFIPS” Comprehensive Financial and Investment Planning team, to help support and train the agency’s advisors within the four offices located in Coral Gables, Plantation, Ft Lauderdale, and West Palm Beach.Other activities included holding client seminars for the rep’s clients/prospects, tending to client appointments for investment cases, reviewing client statements, portfolio analysis and assisting in building investment portfolios.
5900 N. Andrews Ave. Suite 900 Fort Lauderdale, Fl 33309
I built a team that helps to support the Cypress Financial Group organization with all aspects of financial planning and help their clients by offering a fully comprehensive financial plans customized their goals. In addition, I lead the “CFIPS” Comprehensive Financial and Investment Planning Services" team, to help support and train the agency’s advisors within the four offices located in Coral Gables, Plantation, Fort Lauderdale, and West Palm Beach. As a financial planner, I am committed to help organize ones financial matter and as a result offer a stable an less complicated life.
Boca Raton
Boca Raton
Other employees you can reach at sagepointfinancial.com. View company contacts for 253 employees →
Jacque Reinert
Colleague at Sagepoint FinancialOverland Park, Kansas, United States
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Ryan Williams
Colleague at Sagepoint FinancialMobile Metropolitan Area, United States
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Keith Gebler
Colleague at Sagepoint FinancialNewbury, New Hampshire, United States
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Shane Thompson
Colleague at Sagepoint FinancialOklahoma City Metropolitan Area, United States
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Collin Flathers
Colleague at Sagepoint FinancialDallas, Texas, United States
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Bernard R Michaud
Colleague at Sagepoint FinancialFairhope, Alabama, United States
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Brittany Daniel
Colleague at Sagepoint FinancialMeridian, Idaho, United States
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Edward Carlsen
Colleague at Sagepoint FinancialLancaster, New York, United States
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Mike Van Hoof
Colleague at Sagepoint FinancialKaukauna, Wisconsin, United States
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John Tegtmeier
Colleague at Sagepoint FinancialRound Rock, Texas, United States
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Quick answers generated from the profile data available on this page.
John L. Abrams works for SagePoint Financial.
John L. Abrams is listed as Financial Planner at SagePoint Financial.
AeroLeads has found 2 work email signals at @metlife.com for John L. Abrams at SagePoint Financial.
John L. Abrams is based in Miami-Fort Lauderdale Area, United States while working with SagePoint Financial.
John L. Abrams has worked for Sagepoint Financial, Metlife, Metlife Securities Inc., Smith Barney, and Morgan Stanley Dean Witter.
John L. Abrams's colleagues at SagePoint Financial include Jacque Reinert, Ryan Williams, Keith Gebler, Shane Thompson, and Collin Flathers.
You can use AeroLeads to view verified contact signals for John L. Abrams at SagePoint Financial, including work email, phone, and LinkedIn data when available.
John L. Abrams holds Associate’S Degree, Executive Masters Of Business from Florida Atlantic University - College Of Business.
John L. Abrams is listed with skills including Insurance, Risk Management, Life Insurance, Sales, Financial Analysis, Finance, Financial Planning, and Analysis.
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