Paul Sponseller, Cfp® Email & Phone Number
@msn.com
10 phones found area 813, 803, 513, and 216
LinkedIn matched
Who is Paul Sponseller, Cfp®? Overview
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Paul Sponseller, Cfp® is listed as Independent Financial Advisor at Independent Financial Partners (IFP), a company with 74 employees, based in Sun City Center, Florida, United States. AeroLeads shows a work email signal at msn.com, phone signal with area code 813, 803, 513, 216, and a matched LinkedIn profile for Paul Sponseller, Cfp®.
Paul Sponseller, Cfp® previously worked as Independent Wealth Adviser at Wealthsource Partners, Llc and Financial Advisor at Raymond James & Associates. Paul Sponseller, Cfp® holds Marketing from University Of Cincinnati.
Email format at Independent Financial Partners (IFP)
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AeroLeads found 1 current-domain work email signal for Paul Sponseller, Cfp®. Compare company email patterns before reaching out.
About Paul Sponseller, Cfp®
Experienced Wealth Adviser with a demonstrated success working with Retirees and those preparing for Retirement. Strong finance professional skilled in Securities, Retirement Planning, Financial Advisory, Estate Planning, and Trading.
Listed skills include Financial Planning, Retirement, Retirement Planning, Estate Planning, and 8 others.
Paul Sponseller, Cfp®'s current company
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Paul Sponseller, Cfp® work experience
A career timeline built from the work history available for this profile.
Independent Wealth Adviser
Financial Advisor
∙ Acquired and Serviced over 100 new high net worth client relationships in 7 years ∙ Maintained over 250 existing client relationships providing comprehensive Financial Planning and Wealth Management∙ Managed over $ 100 Million in Managed Fee Accounts and Traditional Brokerage Relationships∙ Specialization in IRA Distribution Planning, Retirement Income.
Vice President, Trust Officer
- Responsible for Marketing, Operations, and New Client acquisition for Six Private Banking offices
- Established Client Suitability for Standardized Investment Portfolios managed by investment committee
- Served 115 clients with $ 28 Million of Assets
- Contributed over $ 3.2 Million in Bank Deposits
- Authored ‘20 Great Tax Saving Ideas for your IRA’
Financial Advisor
- Investment Sales and Financial Planning Services
- Regional NYSE Wirehouse Firm
- Acquired significant assets and client base in Sun City Center retirement community
Financial Planner, Registered Respresentative
Personal Financial Planning and Investment Sales
Regional Account Executive
- Responsible for maximizing Revenue Generation of Key Accounts and New Business Development
- Overachieved revenue target by an average of 1.8 million dollars annually
Colleagues at Independent Financial Partners (IFP)
Other employees you can reach at ifpartners.com. View company contacts for 74 employees →
Earl Byron Solis
Colleague at Independent Financial Partners (Ifp)Tallahassee, Florida, United States, United States
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BH
Brett Hunt
Colleague at Independent Financial Partners (Ifp)Jackson, Tennessee, United States, United States
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BC
Brent Coton
Colleague at Independent Financial Partners (Ifp)Plant City, Florida, United States, United States
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MM
Mazi Monshi
Colleague at Independent Financial Partners (Ifp)Miami-Fort Lauderdale Area, United States
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LV
Lindsay Vogt
Colleague at Independent Financial Partners (Ifp)Lakeland, Florida, United States, United States
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C"
Cuong "Ken" Nguyen
Colleague at Independent Financial Partners (Ifp)Clearwater, Florida, United States, United States
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MP
Michelle Peatee
Colleague at Independent Financial Partners (Ifp)Greater Tampa Bay Area, United States
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RR
Richard Reyes
Colleague at Independent Financial Partners (Ifp)New York, New York, United States, United States
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RV
Robert Violet
Colleague at Independent Financial Partners (Ifp)North Port-Sarasota Area, United States
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BW
Brian Washa
Colleague at Independent Financial Partners (Ifp)Edmond, Oklahoma, United States, United States
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Paul Sponseller, Cfp® education
Frequently asked questions about Paul Sponseller, Cfp®
Quick answers generated from the profile data available on this page.
What company does Paul Sponseller, Cfp® work for?
Paul Sponseller, Cfp® works for Independent Financial Partners (IFP).
What is Paul Sponseller, Cfp®'s role at Independent Financial Partners (IFP)?
Paul Sponseller, Cfp® is listed as Independent Financial Advisor at Independent Financial Partners (IFP).
What is Paul Sponseller, Cfp®'s email address?
AeroLeads has found 1 work email signal at @msn.com for Paul Sponseller, Cfp® at Independent Financial Partners (IFP).
What is Paul Sponseller, Cfp®'s phone number?
AeroLeads has found 10 phone signal(s) with area code 813, 803, 513, 216 for Paul Sponseller, Cfp® at Independent Financial Partners (IFP).
Where is Paul Sponseller, Cfp® based?
Paul Sponseller, Cfp® is based in Sun City Center, Florida, United States while working with Independent Financial Partners (IFP).
What companies has Paul Sponseller, Cfp® worked for?
Paul Sponseller, Cfp® has worked for Independent Financial Partners (Ifp), Wealthsource Partners, Llc, Raymond James & Associates, Encore Trust, and American Express Financial Advisors.
Who are Paul Sponseller, Cfp®'s colleagues at Independent Financial Partners (IFP)?
Paul Sponseller, Cfp®'s colleagues at Independent Financial Partners (IFP) include Earl Byron Solis, Brett Hunt, Brent Coton, Mazi Monshi, and Lindsay Vogt.
How can I contact Paul Sponseller, Cfp®?
You can use AeroLeads to view verified contact signals for Paul Sponseller, Cfp® at Independent Financial Partners (IFP), including work email, phone, and LinkedIn data when available.
What schools did Paul Sponseller, Cfp® attend?
Paul Sponseller, Cfp® holds Marketing from University Of Cincinnati.
What skills is Paul Sponseller, Cfp® known for?
Paul Sponseller, Cfp® is listed with skills including Financial Planning, Retirement, Retirement Planning, Estate Planning, Wealth Management, Strategic Financial Planning, Series 7, and Financial Advisory.
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