Morrell Mccaskill Email and Phone Number
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Experienced Financial Professional with a demonstrated history of working in the financial services industry. Skilled in Retail Banking, Private Banking, Annuities, Life Insurance, Stocks, Bonds, Mutual Funds, ETFs, Portfolio Construction and Management, and Retirement Plans. Strong finance professional with a Bachelor of Business Administration (B.B.A.) focused in Finance, General from Georgia Southern University - College of Business Administration.I am licensed to sell insurance in: GA, FL, SCSecurities and advisory services are offered through Commonwealth Financial Network®, https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Savannah Wealth Group 19 Church Street Statesboro, GA 30458 (912) 243-9100. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which he is properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Savannah Wealth Group
View- Website:
- savannahwealthgroup.com
- Employees:
- 9
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Senior Investment AnalystSavannah Wealth GroupStatesboro, Ga, Us
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Director Of OperationsSavannah Wealth Group Jun 2024 - Present
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Wealth Management AdvisorSavannah Wealth Group Aug 2023 - PresentStatesboro, Georgia, United States
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Vice President Of Wealth ManagementQueensborough National Bank And Trust Co. May 2021 - Aug 2023Statesboro, Georgia, United States -
Market President/Wealth PlannerQueensborough National Bank And Trust Co. Jun 2018 - Aug 2023Statesboro, Ga
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Financial ConsultantSynovus Jul 2014 - Jun 2018Sea Island Bank, Savannah GaRegistered Investment Advisor/Financial Consultant. As a member of the Wealth Team at Synovus, I assist clients in the development, implementation, and management of their investments and insurance to match risk tolerance and life goals mapped out through financial planning. At Synovus, I partner with both the Wealth Private Bank and the Retail Bank to manage a client's finances including retirement plans, IRAs, brokered investments, mutual funds, ETFs, annuities, life insurance, and… Show more Registered Investment Advisor/Financial Consultant. As a member of the Wealth Team at Synovus, I assist clients in the development, implementation, and management of their investments and insurance to match risk tolerance and life goals mapped out through financial planning. At Synovus, I partner with both the Wealth Private Bank and the Retail Bank to manage a client's finances including retirement plans, IRAs, brokered investments, mutual funds, ETFs, annuities, life insurance, and disability insurance. Show less -
Product AdvocateMelaleuca:The Wellness Company 2012 - 2018 -
Regional Bank Private BankerWells Fargo Bank Jul 2011 - Jul 2014Savannah, GaRelationship Manager to Affluent Clients at Wells Fargo Bank. Activities included creating and reviewing retirement plans, life insurance review and planning, personal and commercial loans, deposits, and services, and investment review and management.
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Service ManagerWells Fargo Bank May 2010 - Jul 2011Operations (daily, quarterly, annual) of a Branch of Wells Fargo Bank. Also managed 8 Teller Team Members in sales referrals and operational soundness.
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Licensed Financial SpecialistWachovia Bank/Wells Fargo May 2007 - May 2010Licensed Banker, assisted clients of Wachovia Bank/Wells Fargo Bank with deposits, loans, retirement planning, and investments.
Morrell Mccaskill Skills
Morrell Mccaskill Education Details
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Finance, General -
Finance, General
Frequently Asked Questions about Morrell Mccaskill
What company does Morrell Mccaskill work for?
Morrell Mccaskill works for Savannah Wealth Group
What is Morrell Mccaskill's role at the current company?
Morrell Mccaskill's current role is Senior Investment Analyst.
What is Morrell Mccaskill's email address?
Morrell Mccaskill's email address is mo****@****vus.com
What is Morrell Mccaskill's direct phone number?
Morrell Mccaskill's direct phone number is +170622*****
What schools did Morrell Mccaskill attend?
Morrell Mccaskill attended Georgia Southern University - College Of Business Administration, Georgia Southwestern State University.
What skills is Morrell Mccaskill known for?
Morrell Mccaskill has skills like Finance, Series 7, Investments, Retirement Planning, Sales, Loans, Wealth Management, Mutual Funds, Small Business Lending, Asset Allocation, Credit, Banking.
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