Liam Garvey

Liam Garvey Email and Phone Number

Senior Financial Advisor and CFO - AFIN Family Wealth Management @ AFIN Family Wealth Management
Munster, IN, US
Liam Garvey's Location
Munster, Indiana, United States, United States
Liam Garvey's Contact Details
About Liam Garvey

Planning is the Key..... at Afin Family Wealth we take on the privilege of organizing and simplified your finances. Whether you are investing to build wealth, protect your family, or preserve your, assets our personalized service focused on you needs, wants and long-term goals. Think of us as you own person CFO.

Liam Garvey's Current Company Details
AFIN Family Wealth Management

Afin Family Wealth Management

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Senior Financial Advisor and CFO - AFIN Family Wealth Management
Munster, IN, US
Website:
afinwealth.com
Employees:
9
Liam Garvey Work Experience Details
  • Afin Family Wealth Management
    Senior Financial Advisor And Cfo - Afin Family Wealth Management
    Afin Family Wealth Management
    Munster, In, Us
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  • Afin Family Wealth Management
    Senior Financial Advisor/Cfo - Afin Family Wealth Management
    Afin Family Wealth Management Jan 2023 - Present
    Oak Brook, Illinois, Us
    9610 NORTH CENTENNIAL DRIVE, SUITE E, MUNSTER, IN 46321Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: *NOT FDIC/NCUSIF INSURED *MAY LOSE VALUE *NOT FINANCIAL INSTITUTION GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY FEDERAL GOVERMENT AGENCY.
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  • First Merchant Investment Services
    Senior Financial Advisor
    First Merchant Investment Services Jan 2016 - Jan 2023
    Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: *NOT FDIC/NCUSIF INSURED *MAY LOSE VALUE *NOT FINANCIAL INSTITUTION GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY FEDERAL GOVERMENT AGENCY.
  • Glenwood Academy
    Pro-Am Committee Member
    Glenwood Academy 2000 - Aug 2019
    I have been part of a group whose goal is to raise awareness, sponsorships & funds for Glenwood Academy through are annual Pro-Am event.
  • Standard Bank & Trust Co.
    Financial Advisor/Standard Finanacial Services/Infinex Financial Group
    Standard Bank & Trust Co. Oct 2005 - Dec 2015
    Hickory Hills, Il, Us
    Standard Financial Services offers access to a wide variety of solutions to meet your financial needs. Through Infinex, we are able to customize plans that include full service brokerage, financial planning and insurance to help put you on the right path. Expertise in pre and post retirement planning, wealth transfer, and corporate retirement programs.
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Liam Garvey Skills

Microsoft Office Insurance Wealth Management Pensions Commercial Lending Portfolio Management New Business Development Financial Services Banking Investments Negotiation Customer Service Finance Mutual Funds Strategic Financial Planning Retirement Mortgage Lending Series 7 Credit Loans Small Business Lending Financial Analysis Retail Banking Credit Analysis Consumer Lending Series 63 Commercial Banking Relationship Management Underwriting Financial Planning

Liam Garvey Education Details

  • Michigan Technological University
    Michigan Technological University
    Bs Business Administration

Frequently Asked Questions about Liam Garvey

What company does Liam Garvey work for?

Liam Garvey works for Afin Family Wealth Management

What is Liam Garvey's role at the current company?

Liam Garvey's current role is Senior Financial Advisor and CFO - AFIN Family Wealth Management.

What is Liam Garvey's email address?

Liam Garvey's email address is lg****@****ail.com

What is Liam Garvey's direct phone number?

Liam Garvey's direct phone number is +170829*****

What schools did Liam Garvey attend?

Liam Garvey attended Michigan Technological University.

What are some of Liam Garvey's interests?

Liam Garvey has interest in Children, Arts And Culture, Education.

What skills is Liam Garvey known for?

Liam Garvey has skills like Microsoft Office, Insurance, Wealth Management, Pensions, Commercial Lending, Portfolio Management, New Business Development, Financial Services, Banking, Investments, Negotiation, Customer Service.

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