Merideth Falconer, Lutcf

Merideth Falconer, Lutcf Email and Phone Number

Operations Manager at Wealth Management resource Group @ Wealth Management Resource Group
35 Braintree Hill Office Park,
Merideth Falconer, Lutcf's Location
Mansfield, Massachusetts, United States, United States
Merideth Falconer, Lutcf's Contact Details

Merideth Falconer, Lutcf work email

Merideth Falconer, Lutcf personal email

n/a
About Merideth Falconer, Lutcf

In my role as Operations Manager, I will be responsible for the operations of the firm by helping with anything and everything necessary to serve our Advisors needs as they are our clients. I hold a FINRA Series 6 & 63, as well as the Life, Health, Property and Casualty Licenses. I also have over 15 years of experience in the Industry./COMPLIANCE:2024-6781/

Merideth Falconer, Lutcf's Current Company Details
Wealth Management Resource Group

Wealth Management Resource Group

View
Operations Manager at Wealth Management resource Group
35 Braintree Hill Office Park,
Website:
wealthmrg.com
Employees:
11
Merideth Falconer, Lutcf Work Experience Details
  • Wealth Management Resource Group
    Operations Manager
    Wealth Management Resource Group Aug 2022 - Present
    Braintree, Massachusetts, United States
    Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. WEALTH MANAGEMENT RESOURCE GROUP is not an affiliate or subsidiary of PAS or Guardian. WEALTH MANAGEMENT RESOURCE GROUP is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
  • Securian Advisors Of New England
    Operations Manager
    Securian Advisors Of New England Apr 2017 - Aug 2022
    Braintree, Ma
  • Allstate Financial Services, Llc
    Personal Financial Representative
    Allstate Financial Services, Llc Mar 2014 - Jul 2016
    Massachusetts And Rhode Island
    As a Personal Financial Representative, it is my job to make sure that the Allstate customer is covered for all of their financial needs. Whether it be life insurance, long term care, college funding and planing for their retirement, I work with them to put together the right plan.
  • Liberty Mutual Group
    Sales Representative
    Liberty Mutual Group Jul 2007 - Mar 2013
    I worked with all my customer to make sure that all of their personal insurance needs were met. Auto, Home, Life and Annuity products. Here I also worked with large employers and generated strong relationships to offer my services with all their employees on a personalized basis. I worked with the newer sales representatives to help coach and guide them into a successful career.
  • Innitou Ski Runners
    Social Director
    Innitou Ski Runners Apr 2004 - Sep 2009
    I was responsable for all aspects of planning the social functions, where I was responsable for all purchases for and execution of the social parties. I ordered supplies, track expenses, hired entertainment, and handled all decorations.
  • Blue Cross Blue Shield
    Member Service Representative
    Blue Cross Blue Shield May 2005 - Jul 2007
    I worked on the direct sales line. Handing service issues as well as helping people who self insure, determine the type of coverage that they needed. While there I also worked on the Health Care Reform initiative and dealt directly with the division of insurance on many instances.

Merideth Falconer, Lutcf Skills

Insurance Sales Team Building Fixed Annuities Underwriting Retirement Coaching Employee Benefits Leadership Direct Sales Time Management Financial Planning Strategic Financial Planning Problem Solving Mentoring Real Estate Customer Service

Merideth Falconer, Lutcf Education Details

Frequently Asked Questions about Merideth Falconer, Lutcf

What company does Merideth Falconer, Lutcf work for?

Merideth Falconer, Lutcf works for Wealth Management Resource Group

What is Merideth Falconer, Lutcf's role at the current company?

Merideth Falconer, Lutcf's current role is Operations Manager at Wealth Management resource Group.

What is Merideth Falconer, Lutcf's email address?

Merideth Falconer, Lutcf's email address is me****@****ual.com

What schools did Merideth Falconer, Lutcf attend?

Merideth Falconer, Lutcf attended The American College Of Financial Services, D'amore-Mckim School Of Business At Northeastern University, Bridgewater State University.

What are some of Merideth Falconer, Lutcf's interests?

Merideth Falconer, Lutcf has interest in Boating, Skiing, Coaching, Charity Walks/ Runs, Traveling, Dancing, Training, Community Involvement, Arts, Hiking.

What skills is Merideth Falconer, Lutcf known for?

Merideth Falconer, Lutcf has skills like Insurance, Sales, Team Building, Fixed Annuities, Underwriting, Retirement, Coaching, Employee Benefits, Leadership, Direct Sales, Time Management, Financial Planning.

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