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@palmettocitizens.org
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1 phone found area 803
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Robin Arnold, Cfp®, Crpc® is listed as Helping individuals and families make retirement planning possible and doable at Palmetto Citizens Trust and Investment Services, a company with 143 employees, based in Lexington County, South Carolina, United States. AeroLeads shows a work email signal at palmettocitizens.org, phone signal with area code 803, and a matched LinkedIn profile for Robin Arnold, Cfp®, Crpc®.
Robin Arnold, Cfp®, Crpc® previously worked as Vice President, Wealth Management at Palmetto Citizens Trust And Investment Services and Senior Financial Advisor at Ameriprise Financial Services, Inc.. Robin Arnold, Cfp®, Crpc® holds Bachelor’S Degree, Forestry from University Of Maine.
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AeroLeads found 2 current-domain work email signals for Robin Arnold, Cfp®, Crpc®. Compare company email patterns before reaching out.
With 36 plus years in the industry I have a wealth of experience to help people with their financial planning. While I work with people at all stages of life....my passion is working with those focusing on retirement planning and transitioning to retirement and planning their income needs. I take a holistic approach to help people accomplish their financial goals....savings/investments, income, and legacy planning. Investing for retirement is about accumulating assets. In retirement, the transition is often to distribute assets to ensure lifetime income......without fear of running out of money. That is a very different outlook for how your money must work for you and the math of distribution requires different investment strategies than the math of accumulating assets. I help my clients understand this....and also how to address their legacy and estate conservation goals. Protecting assets at this stage of life is often as important as growing the assets as safely as possible. Addressing future health care needs and lifestyles must be a part of the planning mix as well.Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.Some items and links provided on this page may be from third parties not affiliated with this advisor or CUNA Brokerage Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its advisors.FR-2408555.2-1220-0123
Listed skills include Financial Planning, Retirement Planning, Investments, Annuities, and 3 others.
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Palmetto Citizens Federal Credit Union, 500 Bush River Road, Columbia, SC 29210
I am the lead advisor at Palmetto Citizens Federal Credit Union's Trust and Investment Services program. CUNA Brokerage Services,Inc. (CBSI) is our broker-dealer. I am an employee of CBSI, but serve the members of Palmetto Citizens Federal Credit Union (and non-members as well). I have 36 years experience in the financial planning and investment services.
Columbia, South Carolina
Financial Advisor......focusing on fee-based financial planning, assisting families with their long-term investment and retirement planning needs.
Columbia, South Carolina
Manager of the Columbia offices for Ameriprise Financial Services. Oversaw operations, sales, and compliance operations for the Ameriprise Financial Advisors in the Columbia, Florence, Augusta and Charleston areas. Supervised and led veteran financial advisors. Responsible for the hiring and oversight of the training and success of new advisors as well..
Northern Virginia
Based out of Tysons Corner, Virginia. Was responsible for a multi-state region....SC,NC,VA,Washington DC, and parts of MD and PA. Oversaw the implementation of new training programs for new financial advisors and leadership development training for field managers.
Raleigh-Durham, North Carolina Area
Registered Representative, Financial Advisor, and later District Manager, out of the Raleigh office of IDS Financial Services (bought by American Express...later, IDS/American Express). Worked with clients and families completing financial plans, handling investments, and as a District Manager, supervising other advisors and training new advisors.
Cherry Point, North Carolina
Various training. Bombardier-Navigator on A6 attack aircraft
Other employees you can reach at palmettocitizens.org. View company contacts for 143 employees →
Lynn Lynch
Colleague at Palmetto Citizens Trust And Investment Services
Lexington, South Carolina, United States, United States
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Taaylor O’Hara
Colleague at Palmetto Citizens Trust And Investment Services
Columbia, South Carolina Metropolitan Area, United States
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Kris Thompson
Colleague at Palmetto Citizens Trust And Investment Services
Columbia, South Carolina, United States, United States
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Kellie Johnson
Colleague at Palmetto Citizens Trust And Investment Services
Niles, Ohio, United States, United States
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Simone Pate
Colleague at Palmetto Citizens Trust And Investment Services
United States, United States
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Angel Brown
Colleague at Palmetto Citizens Trust And Investment Services
Orangeburg, South Carolina, United States, United States
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Mechelle Henderson
Colleague at Palmetto Citizens Trust And Investment Services
Irmo, South Carolina, United States, United States
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LB
Latasha Briggs
Colleague at Palmetto Citizens Trust And Investment Services
Columbia, South Carolina, United States, United States
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Joyce Mullen
Colleague at Palmetto Citizens Trust And Investment Services
Irmo, South Carolina, United States, United States
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Thomas Evans
Colleague at Palmetto Citizens Trust And Investment Services
Columbia, South Carolina Metropolitan Area, United States
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Quick answers generated from the profile data available on this page.
Robin Arnold, Cfp®, Crpc® works for Palmetto Citizens Trust and Investment Services.
Robin Arnold, Cfp®, Crpc® is listed as Helping individuals and families make retirement planning possible and doable at Palmetto Citizens Trust and Investment Services.
AeroLeads has found 2 work email signals at @palmettocitizens.org for Robin Arnold, Cfp®, Crpc® at Palmetto Citizens Trust and Investment Services.
AeroLeads has found 1 phone signal(s) with area code 803 for Robin Arnold, Cfp®, Crpc® at Palmetto Citizens Trust and Investment Services.
Robin Arnold, Cfp®, Crpc® is based in Lexington County, South Carolina, United States while working with Palmetto Citizens Trust and Investment Services.
Robin Arnold, Cfp®, Crpc® has worked for Palmetto Citizens Trust And Investment Services, Ameriprise Financial Services, Inc., American Express Financial Advisors, Ids/American Express, and Us Marine Corps.
Robin Arnold, Cfp®, Crpc®'s colleagues at Palmetto Citizens Trust and Investment Services include Lynn Lynch, Taaylor O’Hara, Kris Thompson, Kellie Johnson, and Simone Pate.
You can use AeroLeads to view verified contact signals for Robin Arnold, Cfp®, Crpc® at Palmetto Citizens Trust and Investment Services, including work email, phone, and LinkedIn data when available.
Robin Arnold, Cfp®, Crpc® holds Bachelor’S Degree, Forestry from University Of Maine.
Robin Arnold, Cfp®, Crpc® is listed with skills including Financial Planning, Retirement Planning, Investments, Annuities, Estate Planning, Long Term Care Insurance, and Life Insurance.
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