Luke Woolbright, Chfc®
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Luke Woolbright, Chfc® Email & Phone Number

Specialist, Nationwide Financial at Nationwide Financial
Location: Louisville Metropolitan Area, United States, United States 8 work roles 2 schools
1 work email found @nationwideadvisory.com LinkedIn matched
4 data sources Profile completeness 100%

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Work email l****@nationwideadvisory.com
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Current company
Nationwide Financial
Role
Specialist, Nationwide Financial
Location
Louisville Metropolitan Area, United States, United States
Company size
3455 employees

Who is Luke Woolbright, Chfc®? Overview

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Quick answer

Luke Woolbright, Chfc® is listed as Specialist, Nationwide Financial at Nationwide Financial, a company with 3455 employees, based in Louisville Metropolitan Area, United States, United States. AeroLeads shows a work email signal at nationwideadvisory.com and a matched LinkedIn profile for Luke Woolbright, Chfc®.

Luke Woolbright, Chfc® previously worked as Specialist, Advisor Services at Nationwide Financial and Sr. Analyst, Advisor Services at Nationwide Financial. Luke Woolbright, Chfc® holds Bachelor Of Science - Bs, Biology, General, 3.35 from Indiana University Southeast.

Company email context

Email format at Nationwide Financial

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*@nationwideadvisory.com
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Profile bio

About Luke Woolbright, Chfc®

As a Sr. Analyst for Advisor Services at Nationwide Financial my day-to-day is primarily comprised of collaborating with IARs to help them and their clients analyze their current holdings and identify what solution is in their best interest. This role is heavily involved with product analysis, financial planning, client education, and client presentations.

I am currently working diligently towards financial designations and long-term am interested in financial planning.

When I'm not working or studying I spend most of my personal time reading, hiking, cooking, relaxing with family, or watching and talking sports.

Specialties: Variable Annuities, Annuity and Life Insurance Products, Product Analysis, Client Presentation, Financial Planning, Strategic Planning, Relationship Management, Client Education, Microsoft Office, Adobe Pro, Regulation BI knowledge

*Endorsements and recommendations received from my connections were not solicited and they did not receive any form of compensation.

Listed skills include Public Speaking, Leadership, Project Management, Writing, and 12 others.

Current workplace

Luke Woolbright, Chfc®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Nationwide Financial
Nationwide Financial
Specialist, Nationwide Financial
columbus, ohio, united states
Website
nationwidefinancial.com
Employees
3455
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Company profile
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8 roles

Luke Woolbright, Chfc® work experience

A career timeline built from the work history available for this profile.

Specialist, Advisor Services

Current
Nationwide Financial

Similar job duties as before. Specialists also take on some specific specialist only cases, and there is an emphasis on team training tasks as well.

Sep 2024 - Present

Sr. Analyst, Advisor Services

Nationwide Financial

 Own 3-5 cases daily where I examine current client portfolios and insurance holdings and collaborate with IARs to determine what insurance solution, if any, is in the best interest of their clients. Conduct 40-60 virtual meetings per month alongside IARs in which I educate clients on proposed products and how they fit within their financial plan, making.

Oct 2020 - Sep 2024

Territory Consultant - Al, Fl, Va, Md, And Dc

Nationwide Financial

 Proactively prospected (called) 40-50 RIA or hybrid broker-dealer advisors daily to create new relationships for our firm. Exceeded sales goals 4 out of the 5 quarters I was performing sales duties in this role. Collaborated daily with external sales representatives and RIAs to create sales collateral and conduct client presentations for our 3 different.

Dec 2018 - Oct 2020

Associate

Cerity Partners

Louisville, Kentucky, United States

Oct 2023 - Nov 2023

Ministry Intern

Charlestown Road Church Of Christ

New Albany, IN

Through this internship I was blessed to work with many great people who helped me develop as a leader, professional, and man. I was given the opportunity to speak 10-15 times to groups ranging from 250-400+ people, as well the opportunity to prepare class material and teach classes to smaller groups on a weekly basis. Through individual studies and visits.

Jan 2018 - Jun 2018

Ministry Intern

Northwest Church Of Chirst

Greater Minneapolis-St. Paul Area

At Northeast church of Christ I had the valuable experience of relocating to a city I'd never visited and quickly forming new relationships. I grew as a speaker by preaching weekly to groups of 150-250 people, and as a teacher by teaching 1-3 classes a week to groups of 5-80 people of all different ages. I was afforded the opportunity to write 23 articles.

May 2017 - Aug 2017
Team & coworkers

Colleagues at Nationwide Financial

Other employees you can reach at nationwidefinancial.com. View company contacts for 3455 employees →

NA Nicholas Alvarez Nicholas Alvarez Colleague at Nationwide Financial Grove City, Ohio, United States, United States View → DS Desiree Salter Desiree Salter Colleague at Nationwide Financial Gainesville, Florida, United States, United States View → LP Louie Poczik Louie Poczik Colleague at Nationwide Financial Columbus, Ohio Metropolitan Area, United States, United States View → CZ Crystal Zaletel Crystal Zaletel Colleague at Nationwide Financial United States, United States View → GB Goutham Banda Goutham Banda Colleague at Nationwide Financial Scottsdale, Arizona, United States, United States View → AW Alex Williams Alex Williams Colleague at Nationwide Financial Tempe, Arizona, United States, United States View → GD Greg Darm Greg Darm Colleague at Nationwide Financial San Juan Capistrano, California, United States, United States View → LB Lena Brown-Smith, Lutcf Lena Brown-Smith, Lutcf Colleague at Nationwide Financial Greensboro, North Carolina, United States, United States View → MG Marianne Gillum Marianne Gillum Colleague at Nationwide Financial Detroit Metropolitan Area, United States, United States View → VJ Valencia Jones Valencia Jones Colleague at Nationwide Financial Sacramento, California, United States, United States View →
2 education records

Luke Woolbright, Chfc® education

Bachelor Of Science - Bs, Biology, General, 3.35

Indiana University Southeast

Activities and Societies: Bible Study IUS | Indiana University Southeast | 2016-2017With the help of a few friends, we launched an.

Bachelor Of Science - Bs, Biology (Chemistry Minor). Degree Finished At Ius.

Western Kentucky University

Activities and Societies: Student Athlete | Western Kentucky | 2013-2015I was one of three walk-on athletes on a team of 40+ athletes. It.

FAQ

Frequently asked questions about Luke Woolbright, Chfc®

Quick answers generated from the profile data available on this page.

What company does Luke Woolbright, Chfc® work for?

Luke Woolbright, Chfc® works for Nationwide Financial.

What is Luke Woolbright, Chfc®'s role at Nationwide Financial?

Luke Woolbright, Chfc® is listed as Specialist, Nationwide Financial at Nationwide Financial.

What is Luke Woolbright, Chfc®'s email address?

AeroLeads has found 1 work email signal at @nationwideadvisory.com for Luke Woolbright, Chfc® at Nationwide Financial.

Where is Luke Woolbright, Chfc® based?

Luke Woolbright, Chfc® is based in Louisville Metropolitan Area, United States, United States while working with Nationwide Financial.

What companies has Luke Woolbright, Chfc® worked for?

Luke Woolbright, Chfc® has worked for Nationwide Financial, Cerity Partners, American Income Life Insurance Company, Charlestown Road Church Of Christ, and Cvs Pharmacy.

Who are Luke Woolbright, Chfc®'s colleagues at Nationwide Financial?

Luke Woolbright, Chfc®'s colleagues at Nationwide Financial include Nicholas Alvarez, Desiree Salter, Louie Poczik, Crystal Zaletel, and Goutham Banda.

How can I contact Luke Woolbright, Chfc®?

You can use AeroLeads to view verified contact signals for Luke Woolbright, Chfc® at Nationwide Financial, including work email, phone, and LinkedIn data when available.

What schools did Luke Woolbright, Chfc® attend?

Luke Woolbright, Chfc® holds Bachelor Of Science - Bs, Biology, General, 3.35 from Indiana University Southeast.

What skills is Luke Woolbright, Chfc® known for?

Luke Woolbright, Chfc® is listed with skills including Public Speaking, Leadership, Project Management, Writing, Strategic Planning, Customer Service, Presentation, and Management.

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