Mac Gardner, Cfp® Email & Phone Number

Tampa, FL, US

Tampa, FL, US

Tampa, Florida, US

The Four Money Bears financial literacy educational platform was created to promote the awareness of financial choices in the minds of young children. The first book, "The Four Money Bears" was published in April 2015. Since that date, the book has reached thousands of elementary school children across the country. The goal of The Four Money Bears.

FinLit Tech is on a mission to "Build a Bridge Between Financial Literacy & Financial Technology". As Chief Education Officer, I work to develop financial education content, provide research & market data, and connect FinTech resources to create digital platforms that are used to increase Financial Literacy and promote Financial Wellness. Our organization.

If you’re looking for straightforward and easy to understand financial guidance, you’ve picked up the right book. Over the past two decades, as the world of personal financial planning has become more complicated than ever, Mac Gardner has consistently managed to synthesize the most complex financial strategies into a coherent, easily understood message to.

Tampa, Florida, US

Mu Nu Upsilon Fraternity, Inc. is a professional co-ed fraternity organized to foster the study of Personal Financial Planning in universities; to encourage scholarship, social activity and the association of students for their mutual advancement by research and practice; to promote closer affiliation between the commercial world and students of commerce.

Tampa, Florida, US

The USF Muma College of Business proposes to establish a new undergraduate-and-graduate degree program that will make it a nationwide destination of choice for people seeking in-depth training, and successful careers in financial planning.The Personal Financial Planning (PFP) program will focus its resources on the looming nationwide shortage of Financial.

Tampa, Florida, US

Tampa, FL, US

US

As a Private Wealth Management consultant, I assisted both SunTrust Advisors and their clients by providing education and sales management support for various protection products, such as Life Insurance, Variable Annuities, Long Term Care and Disability Insurance. This is achieved through Goals Based Wealth Management and a Comprehensive Financial Planning.

Sugar Land, TX, US

As the Branch Director of Executive Planning at The Noble Group I assist clients by providing Comprehensive Financial Planning Services. We practice Goals Based Wealth Management. During this process we address 14 Wealth Management Areas that are critical to Grow, Manage, Protect, and Transfer wealth. Some of these focuses are: - Asset Allocation and.

St. Petersburg, Florida, US

Mac, an advisor with more than 17 years of experience in the financial services industry, specializes in investment management, insurance planning, retirement planning and estate planning. He practices Goals Based Wealth Management and provides comprehensive wealth management services to assist his clients as they plan to and through retirement. Financial.

San Antonio, Texas, US

• Provided comprehensive Wealth Management Solutions to high net worth clients of USAA with investable assets above $1,000,000.
• Focused on comprehensive financial planning utilizing industry leading financial solutions.
• Proactively managed client’s overall financial profile including non-qualified investment assets, qualified assets, retirement accounts, insurance, income planning, estate planning and real assets.

New York, NY, US

• Provided comprehensive Wealth Management Solutions to high net worth clients of TIAA-CREF with pension assets above $750,000.
• Focused on comprehensive financial planning utilizing NaviPlan software.
• Proactively managed client’s overall financial profile including non-qualified investment assets, pension assets, insurance, income planning and real assets.
• Served as producing Branch Office Manager supervising 7 registered representatives in the Houston office.
• Managed a $500 million portfolio with approximately 500 clients.

Charlotte, NC, US

• Provided comprehensive wealth management solutions to high net worth clients based in South Florida.
• Focused on Executive Compensation Packaging utilizing investment, insurance, and bank products.
• Proactively managed client’s overall financial profile including depositary assets, investment assets, and credit accounts.
• Served as Executive Compensation / Qualified Plan specialist for the South Florida Premier Banking & Investment Group.
• Managed a portfolio of approximately 160 families with net worth valued between $500,000 and $7 million.

Hartford, CT, US

• Worked closely with wholesalers and financial advisors providing retirement knowledge expertise.
• Educated financial advisors and consumers about retirement issues by conducting retirement planning and estate planning seminars.
• Conducted key account meetings with national brokerage firms, regional brokerage firms, and banks on various financial planning issues.
• Hosted seminars for advisors and business owners focusing on retirement plans including; IRA’s, Small Business Plans, 401(k), 409A, Non-Qualified Deferred Compensation, COLI, ESOP, Defined Benefit Plans, Net Unrealized.
• Conducted CE seminars for advisors on a wide range of financial planning topics.

Charlotte, NC, US

• Specialized in sales, marketing and business development of 401(k), 403(b), 457, Defined Benefit, 412(i), 409A, COLI, ESOP, and Non-Qualified Deferred Compensation retirement plans.
• Responsible for the training and support of over 30 brokers, 20 commercial lenders, and numerous trust administrators to grow retirement plan assets.
• Cultivated and maintained client accounts utilizing security products such as mutual funds, stocks, bonds, wrap accounts, annuities, IRA’s, UIT’s and insurance.
• Accumulated approximately $50 million in Assets Under Management

Charlotte, NC, US

• Successfully completed formal corporate credit training program based in the Commercial Banking Division.
• Responsible for financial analysis, credit analysis, and cash flow analysis of South Florida’s largest corporations and wealthy clients.
• Structured Working Capital, Accounts Receivable, and Real Estate collateralized loans, Revolving Lines of Credit, and Letters of Credit.
• Gained exposure to Capital Markets Division, Municipal Lending, Corporate Real Estate, Treasury Management, Merchant Services, and Securities.

Ba, Government & Politics

Crps, Crpc