Ruth D. Goldstein Email and Phone Number
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Ruth D. Goldstein personal email
Ruth D. Goldstein phone numbers
Ruth Goldstein, Managing Partner of Mainstreet Financial Group LLC in Atlanta, is a 20-year veteran of the financial and insurance services industry. She is a Financial Advisor offering investment advisory services through Advisory Alpha, LLC, a SEC registered investment adviser. She specializes in Financial Investments and Planning for individuals and small businesses.She has B.A. degree in Business Administration and Marketing from AIU In Chicago, IL, is a candidate for the CFP® certification and is A Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠). Prior to establishing her own financial services firm, Ruth worked in Business, Marketing Development and recruitment in Insurance and Financial services. In 2006, seeing the need for women advisors, she accepted a position at UBS Investments for their Wealth Management training program. Now, years later, Ruth has a successful firm in Atlanta, GA. She is passionate and knows that in an uncertain global economy, the right advice has never been more important in helping families have the confidence they are on track to meet their investment goals—no matter what the environment.Starting 2017, Ruth Goldstein provides retirement planning seminars in Georgia and taught retirement financial workshops at local colleges. She will meet with you for a complimentary talk at an office near you, on the phone or via Zoom. As a follow-up to the meeting, she offers a complimentary Investment Portfolio Analysis, Retirement Income Plan, and a Federal Employee benefits review for those looking for solutions. Ruth and her husband David reside in Atlanta, GA. They have eight children and fifteen grandchildren. She is an active volunteer consultant at her synagogue and community programs.
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PresidentMain Street Financial Group LlcAtlanta, Ga, Us
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Financial Services RepresentativeAdvisory Alpha Feb 2018 - PresentInvestment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Mainstreet Financial Group. Mainstreet Financial Group is a separate and unaffiliated entity from Advisory Alpha. -
PresidentMain Street Financial Group Llc May 2006 - PresentAtlanta, Georgia, UsRuth Goldstein's comprehensive wealth management services are provided with the collaboration of a wealth management team comprised of a advanced financial strategist, investment manager, the client's attorney and CPA. We take a comprehensive and integrated approach to meeting our clients’ financial, investment, estate, tax and business planning needs.
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Financial Services And Insurance MarketingMain Street Financial Group Llc Mar 2011 - PresentAtlanta, Georgia, UsConsulted with Broker-Dealers, Insurance Agencies, Financial Advisors and Insurance Agents in how to meet reach their target markets. Content development, compliance, SEO and website development. .
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Investment Advisor RepresentativeAlphastar Capital Management, Llc (Ria) 2015 - 2018Investment Advisor Financial Consultant
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Chief Marketing Officer, Marketing ConsultantCape Securities, Inc Jul 2009 - Dec 2009Marketing Consultant. Cape Securities was an integrated RIA clearing through Schwab; Broker Dealer with National Financial Services and Sterne Agee and Leach; and Insurance products and services platform. Developed and coordinated a well designed business, recruiting, transition team to attract investment advisors.
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Director Of Business Development And MarketingThe Strategic Financial Alliance, Inc. Oct 2007 - May 2009As executive director of business development, my initiative was to grow the firm's gross revenue through products, services and advisor development. Conceived and implemented corporate marketing efforts to help define, convey and promote the vision of an integrated BD and RIA Spearheaded a business program to recruit and transition advisors as a result, SFA grew by 27% to 99 advisors over 17 months. Average advisor GDC is $200,000+.Vetted financial products and services including Oil and Gas LPs, DPPs, REITS, Structured Products and Third Party Money ManagersEstablished an insurance brokerage division specializing in advanced financial strategies
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Marketing And Business Development ConsultantGrandview Wealth Management Jun 2007 - Oct 2007Worked with the Registered Principal to attract Ultra-High Net Worth ClientsAttracted new clients and their financial portfolios ($6M-$23M)Negotiated and built an advisory council for the practice
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Financial AdvisorUbs Financial Services Feb 2006 - May 2007Zurich, ChCompleted the Wealth Management Training programConducted in-depth analysis of clients' financial circumstances, current provision and future aimsBuilt financial plans best suited to individual clients' needsDesigned financial investment strategies with Third Party Money ManagersEducated prospects and clients on new and existing products and services -
Executive Operations Administrator Of BusinessTemima High School For Girls Jan 1999 - Aug 2005Supervised staff, developed marketing campaigns and controlled operations for a start-up private school Implemented the mission while staying under budget with responsibility for student recruitment , fundraising, vendor negotiations, purchasing, payroll and tuition contractsAnnually developed the marketing plans targeting donors and potential parentsOversaw the guidance office in the college application process and financial aid (FAFSA)
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Business ManagerTemima High School 1999 - 2004Worked with a team of educators to build a college prep program for girls in Atlanta, GA. The alumni speak best for the school through their success professionally and charitable giving of time, energy and donations.
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Ceo, PresidentGlobal Marketing Inc Oct 1986 - Feb 1995Launched a direct marketing company for Insurance companies- Health, Life and Financial PlanningRecruited, hired and trained direct sales representatives in the art of prospecting, consultative selling, customer serviceBenchmarked quality of sales and customer service and conveyed standards of excellence to staff and stakeholders Desktop published sales portfolios, flyers, and scripts Supervised business staff in accounting, budget control, payroll and benefitsUtilized CRM database of small businesses covering 18 states and containing over 1,000,000 businesses
Ruth D. Goldstein Skills
Ruth D. Goldstein Education Details
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Bryant UniversityMathematics And Computer Science -
American Intercontinental UniversityBusiness Administration And Marketing
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Satsuma High School
Frequently Asked Questions about Ruth D. Goldstein
What company does Ruth D. Goldstein work for?
Ruth D. Goldstein works for Main Street Financial Group Llc
What is Ruth D. Goldstein's role at the current company?
Ruth D. Goldstein's current role is President.
What is Ruth D. Goldstein's email address?
Ruth D. Goldstein's email address is rg****@****pis.com
What is Ruth D. Goldstein's direct phone number?
Ruth D. Goldstein's direct phone number is +121226*****
What schools did Ruth D. Goldstein attend?
Ruth D. Goldstein attended Bryant University, American Intercontinental University, Satsuma High School.
What are some of Ruth D. Goldstein's interests?
Ruth D. Goldstein has interest in Social Services, Financial Consulting, Politics, Economic Empowerment, Attorneys, Education, Cpas, Cloud Based Inbound Marketing, Attorneys And Realtors, Social Networking With Business Owners.
What skills is Ruth D. Goldstein known for?
Ruth D. Goldstein has skills like Internet Marketing, Social Media Marketing, Email Marketing, Insurance Prospecting, Financial Planning, Financial Prospecting, Insurance Agent Recruiting, Financial Advisor Recruiting, Digital Marketing, Life Insurance, Health Insurance, Investments.
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