Vice President - Communications And Business Development
CurrentGLOBE WEALTH MANAGEMENT - Navigating your financial world, together.Globe Wealth Management CERTIFIED FINANCIAL PLANNERS™* work together to develop a strategic roadmap that serves as a guide in navigating your financial world in pursuit of your ultimate goal. In order for them to develop a customized plan, they educate you on how your investments, insurances and tax strategies work in tandem. A customized financial plan will give you a baseline of where to begin and a reference point to keep you on track.Globe Wealth Management's Core Competencies:- Financial Planning - Investment Management- Insurance Strategies- Retirement Planning- Executive Stock Options- Business Retirement Plans- Business Benefits- Business Exit Strategies- College Planning- Estate Planning*Stacey L. Blodgett, CERTIFIED FINANCIAL PLANNER™*Regina M. Kozsan, CERTIFIED FINANCIAL PLANNER™* Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.My Core Responsibilities:"I work directly with our wealth managers to ensure your experience with us is exceptional."- Maintain consistency of corporate brand identity and messaging across all media channels.- Manage a yearly strategic communication plan to achieve corporate objectives.- Support new business development protocol.- Ensure the firm’s philosophy, mission and vision are clearly articulated and practiced.- Maintain a client focused work environment.- Maintain the firm’s client relationship management software [Redtail CRM].- Maintain the firm’s monthly and quarterly compliance and submit to the Compliance Officer. - Manage the client-onboarding process and strategic partnership evaluation process.Richard W. Holt Johnson is a non-registered administrative assistant with Cetera Advisors LLC.