J. Todd Gentry Email and Phone Number
J. Todd Gentry work email
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J. Todd Gentry personal email
J. Todd Gentry phone numbers
My job is to help you gain financial confidence. We work to help you pursue the financial goals you and your family have established .Specialties: Planning for Families with Children and other dependents with Special Needs.Completed ChFC designation via American College, this is an additional Financial Planning credential, serve my existing families and reach out to others who need retirement planning and special needs planning.Securities and advisory services offered through LPL Financial, a registered investment advisor.Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. The Planify Group is a separate entity from LPL Financial. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other stateFor a list of states in which I am registered to do business, please visit www.planifygroup.com.
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Lpl Financial PlannerThe Planify Group Nov 2021 - PresentGreater St. Louis
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Certified Financial Planner ProfessionalSynergy Wealth Solutions, A Massmutual Firm Jul 2016 - Dec 2021Greater St. Louis AreaDescription Comprehensive Financial Planning services & Planning for Families with People with Special Needs MassMutual acquired MetLife Premier Client Group in July after due diligence in the marketplace I as well as most of my colleagues who focus our practices around Holistic Planning to include an emphasis on Retirement Planning and Special Needs Planning made a thoughtful decision to continue our practices at MassMutual. Additionally because of the desire of both MetLife and MassMutual to continue to provide excellent client centric experience to my clients. I maintain responsibility for and access to all of my existing clients service needs and ongoing client experience. -
Creative DirectorJtgtra 2013 - Dec 2021VirtualOwn and operate a Life Insurance Marketing organization that serves 60000 new households each month with education and opportunity to explore ways to protect their families. I partnership with one of the largest financial services organizations in the world we are creatively leveraging new technologies and challenging the way financial services will be delivered in the future.
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Certified Financial Planner Professional, Special Needs Financial PlannerMetlife Jan 2007 - Jul 2016Greater St. Louis AreaAttained Certified Financial Planning certification and began developing a financial planning practice.Additional expertise in Planning for Families with Disabilities. Built planning practice around the specific needs of families like ours and develop entire team to serve families in Multi state region.Comprehensive Financial Planning services & Planning for Families with People with Special Needs -
Financial Services Representative, Special Needs Financial PlannerMetlife Jan 1993 - Jul 2016Comprehensive Financial Planning services & Planning for Families with People with Special Needs
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Director New Business DevelopmentMetlife Jan 2014 - Jan 2015Greater St. Louis AreaTook on a short term project in partnership with the MetLife Premier Client Group of the Midwest to develop new ways of reaching our clients. RoboAdvisory Services, Financial Educational Platform services delivered to Corporate client relationships & Fee Planning delivered as an employee benefit. Each of these projects thrive today as a function of my one year commitment In light of the DOL Fiduciary Rule are now clearly visionary.
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Co President Of The Board Of DirectorsDown Syndrome Association Of Greater St Louis Dec 2005 - Aug 2013Co -President of the Board of Directors
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Board MemberSt Charles County Roads Board 2005 - 2011Made recommendations to the County Board of Alderman as to how to utilize approximatly 25 million in tax revenues each year to improve arterial roads in St Charles County
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Certified Financial Planner ProfessionalMetlife Jan 1998 - Jan 2007Greater St. Louis AreaAttained Certified Financial Planning designation and began developing a few based financial planning practice.Comprehensive Financial Planning services & Planning for Families with People with Special Needs
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Financial Services RepresentativeMetlife Sep 1993 - Jul 1998Help individuals and businesses achieve financial goals.
J. Todd Gentry Skills
J. Todd Gentry Education Details
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Finance, General -
The American CollegeFinance
Frequently Asked Questions about J. Todd Gentry
What company does J. Todd Gentry work for?
J. Todd Gentry works for The Planify Group
What is J. Todd Gentry's role at the current company?
J. Todd Gentry's current role is LPL Financial Planner at The Planify Group.
What is J. Todd Gentry's email address?
J. Todd Gentry's email address is jt****@****msn.com
What is J. Todd Gentry's direct phone number?
J. Todd Gentry's direct phone number is +131469*****
What schools did J. Todd Gentry attend?
J. Todd Gentry attended Missouri State University, The American College.
What are some of J. Todd Gentry's interests?
J. Todd Gentry has interest in Travel, Family Fun And Events.
What skills is J. Todd Gentry known for?
J. Todd Gentry has skills like Retirement Planning, Strategic Financial Planning, Disability Insurance, Retirement, Fixed Annuities, Insurance, Long Term Care, Personal Finance, Life Insurance, Financial Goals, Special Needs Trusts, Public Speaking.
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