Senior Relationship Manager
Current
Jan 2024 - Present
AeroLeads people directory · profile
Michael Flaherty, Cfp®, Chfc Email & Phone Number
Senior Relationship Manager
at
David Vaughan Investments, LLC
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Senior Relationship Manager
Location
Bloomington, Illinois, United States
Company size
Who is Michael Flaherty, Cfp®, Chfc? Overview
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Quick answer
Michael Flaherty, Cfp®, Chfc is listed as Senior Relationship Manager at David Vaughan Investments, LLC, a company with 22 employees, based in Bloomington, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Michael Flaherty, Cfp®, Chfc.
Michael Flaherty, Cfp®, Chfc previously worked as Relationship Manager at David Vaughan Investments, Llc and Financial Advisor at Kingston Wealth Management Group, Inc.. Michael Flaherty, Cfp®, Chfc holds B.S., Insurance from Illinois State University.
Company email context
Email format at David Vaughan Investments, LLC
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David Vaughan Investments, LLC
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Profile bio
About Michael Flaherty, Cfp®, Chfc
Michael Flaherty, Cfp®, Chfc is a Senior Relationship Manager at David Vaughan Investments, LLC.
Current workplace
Michael Flaherty, Cfp®, Chfc's current company
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David Vaughan Investments, Llc
6 roles · 25 years
Michael Flaherty, Cfp®, Chfc work experience
A career timeline built from the work history available for this profile.
Relationship Manager
As a Relationship Manager, my responsibilities include the oversight and coordination of client accounts and the delivery of the DVI Service Model to our clients. In addition, I am helping to expand our firm's growing financial planning and ancillary services, while assisting our clients in achieving their financial goals.
Feb 2018 - Jan 2024
Financial Advisor
Kingston Wealth Management Group, Inc.
As a financial advisor, I helped customers develop strategies to manage their personal and business finances with emphasis in financial planning, investing and insurance.
Jul 2012 - Feb 2018
Financial Advisor
Fsb Wealth Management
As a Financial Advisor with FSB Wealth Management, I provided financial services to bank and external customers. This included investments, insurance, 529 Plans and annuities. I also supported the trust department with Portfolio Construction and Analysis and implementing 401k Plans for Corporations and Small Businesses.
May 2008 - Jul 2012
Underwriting Team Manager
State Farm
As an Auto Underwriting Team Manager I was responsible for supervising a team of Auto Underwriters and underwriting support personnel who provided service to over 65 State Farm agents in Chicago and the surrounding areas.
2004 - 2008
~4 yrs
Underwriter
State Farm
As an Auto Underwriter I worked with a group of 20+ State Farm agents in Southern Illinois. I was responsible for underwriting new auto business, providing service on existing policies and assisting the Agent's office in growing their auto book of business profitably.
2001 - 2004
~3 yrs
Team & coworkers
Colleagues at David Vaughan Investments, LLC
Other employees you can reach at dviinc.com. View company contacts for 22 employees →
CF
Candace Forrest
Colleague at David Vaughan Investments, Llc
Greater Orlando, United States
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AM
Alexis Morey
Colleague at David Vaughan Investments, Llc
Peoria, Illinois, United States, United States
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MK
Mary Koury
Colleague at David Vaughan Investments, Llc
Peoria, Illinois, United States, United States
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LS
Laura Smith
Colleague at David Vaughan Investments, Llc
Groveland, Illinois, United States, United States
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MA
Michael Armistead, Cfp ®
Colleague at David Vaughan Investments, Llc
Winter Park, Florida, United States, United States
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PS
Paige Sweet
Colleague at David Vaughan Investments, Llc
United States, United States
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SH
Shane Higgins, Cfp®
Colleague at David Vaughan Investments, Llc
Greater Orlando, United States
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DM
Dalton Mellon, Cfa
Colleague at David Vaughan Investments, Llc
Peoria, Illinois, United States, United States
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AR
Alfredo Risi
Colleague at David Vaughan Investments, Llc
Bloomfield Hills, Michigan, United States, United States
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DL
Dvi Llc
Colleague at David Vaughan Investments, Llc
Peoria, Illinois, United States, United States
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Candace Forrest
Colleague at David Vaughan Investments, Llc
Greater Orlando, United States
View →
AM
Alexis Morey
Colleague at David Vaughan Investments, Llc
Peoria, Illinois, United States, United States
View →
MK
Mary Koury
Colleague at David Vaughan Investments, Llc
Peoria, Illinois, United States, United States
View →
LS
Laura Smith
Colleague at David Vaughan Investments, Llc
Groveland, Illinois, United States, United States
View →
MA
Michael Armistead, Cfp ®
Colleague at David Vaughan Investments, Llc
Winter Park, Florida, United States, United States
View →
PS
Paige Sweet
Colleague at David Vaughan Investments, Llc
United States, United States
View →
SH
Shane Higgins, Cfp®
Colleague at David Vaughan Investments, Llc
Greater Orlando, United States
View →
DM
Dalton Mellon, Cfa
Colleague at David Vaughan Investments, Llc
Peoria, Illinois, United States, United States
View →
AR
Alfredo Risi
Colleague at David Vaughan Investments, Llc
Bloomfield Hills, Michigan, United States, United States
View →
DL
Dvi Llc
Colleague at David Vaughan Investments, Llc
Peoria, Illinois, United States, United States
View →
2 education records
Michael Flaherty, Cfp®, Chfc education
B.S., Insurance
Associates, Insurance, Math
Illinois Valley Community College
FAQ
Frequently asked questions about Michael Flaherty, Cfp®, Chfc
Quick answers generated from the profile data available on this page.
What company does Michael Flaherty, Cfp®, Chfc work for?
Michael Flaherty, Cfp®, Chfc works for David Vaughan Investments, LLC.
What is Michael Flaherty, Cfp®, Chfc's role at David Vaughan Investments, LLC?
Michael Flaherty, Cfp®, Chfc is listed as Senior Relationship Manager at David Vaughan Investments, LLC.
Where is Michael Flaherty, Cfp®, Chfc based?
Michael Flaherty, Cfp®, Chfc is based in Bloomington, Illinois, United States while working with David Vaughan Investments, LLC.
What companies has Michael Flaherty, Cfp®, Chfc worked for?
Michael Flaherty, Cfp®, Chfc has worked for David Vaughan Investments, Llc, Kingston Wealth Management Group, Inc., Fsb Wealth Management, and State Farm.
Who are Michael Flaherty, Cfp®, Chfc's colleagues at David Vaughan Investments, LLC?
Michael Flaherty, Cfp®, Chfc's colleagues at David Vaughan Investments, LLC include Candace Forrest, Alexis Morey, Mary Koury, Laura Smith, and Michael Armistead, Cfp ®.
How can I contact Michael Flaherty, Cfp®, Chfc?
You can use AeroLeads to view verified contact signals for Michael Flaherty, Cfp®, Chfc at David Vaughan Investments, LLC, including work email, phone, and LinkedIn data when available.
What schools did Michael Flaherty, Cfp®, Chfc attend?
Michael Flaherty, Cfp®, Chfc holds B.S., Insurance from Illinois State University.
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