Shane Snively, Rfc, Mba, Ms Email and Phone Number
Shane Snively, Rfc, Mba, Ms work email
- Valid
- Valid
- Valid
Shane Snively, Rfc, Mba, Ms personal email
Shane Snively, Rfc, Mba, Ms phone numbers
Abiding Wealth Advisors, LLC MISSION: Our mission is to become one of the most significant advisors in our clients' lives while living out our Faith in God and serving others.VISION: That our clients will feel that with our help they were both good and faithful stewards with their time, talents, and their financial wealth.CORE VALUES: Integrity first. Service before self-interest. Excellence in all we do. Be purposeful.FIRM MANTRA: Save client's time, add value, and seek to build overall wealth physically, spiritually, and financially.Specialties include building Wealth Management Firms, Develop Family Office Services and Concepts for high-net-worth families focused on multi-generational wealth transfer, Creative Mergers and Acquisitions business succession strategies, Business Valuation and Partnership mediation and transition conflict resolution, Corporate Philanthropy, Investment Banking, Fee Based Investment Management, Institutional Real Estate portfolio development, 401k Planning, ESOP's, Defined Benefit Plans, Business Succession and Transition Planning, Sale Side Business Planning, Creator of the Business Loss Prevention Program, Estate Planning Specialist, Gift and Tax Planning Simulation, Independent Insurance Planning Advanced Markets Specialist for insurance agents across the United States.
Abiding Wealth Advisors, Llc
View-
Chief Executive OfficerAbiding Wealth Advisors, Llc Oct 2009 - PresentCharlotte, North Carolina, Us“If you don’t know where you’re going, you’ll end up someplace else.”– Yogi BerraWe work with business owners and their teams in numerous capacities, all from an independent consultative fee based approach. We have worked with private and publically traded companies, both for and not for profit. Specifically: internet retailers, software development companies, free standing medical, dental, domestic and international manufacturing, professional services legal, tax, and consultation practices, agriculture, distribution, and domestic transportation companies. Our typical companies have less than $50,000,000 of sales are in need of strategic planning, business valuation, compensation planning, mergers and acquisitions, succession and exit planning. Our approach is simple, we dig deeply into your business, learn and understand the key metrics that drive COGS, Expenses, cash flow, and long term business growth. Our modeling is valuation driven, can be used by the owners and management teams to drive business decisions and maximize goal execution. Office Support Junction Office10815 Sikes Place, Suite 320Charlotte, NC 28277W(800) 818-0301Securities are offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services are offered through Eagle Wealth Management Group Inc. (EWMG), an SEC-registered investment adviser. Insurance products offered through KazSource, Inc. Abiding Wealth Advisors, LLC is independent of CIS, EWMG, and KazSource, Inc., all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. The information available on third-party sites is for informational purposes only. Endorsements may not be representative of the experience of other individuals. Past performance does not guarantee or indicate the likelihood of future results. Individuals were not compensated for their endorsements. NC Insurance Lic. #5635371
-
Registered PrincipalAbiding Wealth Advisors, Llc Oct 2009 - PresentCharlotte, North Carolina, UsCEO / CFO of Abiding Wealth Advisors, LLC. Manage all securities and insurance compliance for Firms representatives, responsible for spearheading our recruiting and training programs. Coordinate all our trading programs and responsible for casting Firm vision of building collaboration, team work, excellent client service and a family type environment that all our successful wealth managers can strive in. WE all are striving to combine our stewardship model at all levels both internally and externally to our clients, vendors, and employees. OUR goal is to continue to push the customer service envelope by improving our technology capacity.Office Support Junction Office10815 Sikes Place, Suite 320Charlotte, NC 28277W(800) 818-0301Securities are offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services are offered through Eagle Wealth Management Group Inc. (EWMG), an SEC-registered investment adviser. Insurance products offered through KazSource, Inc. Abiding Wealth Advisors, LLC is independent of CIS, EWMG, and KazSource, Inc., all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. The information available on third-party sites is for informational purposes only. Endorsements may not be representative of the experience of other individuals. Past performance does not guarantee or indicate the likelihood of future results. Individuals were not compensated for their endorsements. NC Insurance Lic. #5635371
-
Chief Operations Officer, PartnerKazsource Jul 2015 - PresentCharlotte, Nc, UsShane is a multi dimensional thought leader, serial entrepreneur and business strategist who has spent his life buying, building, protecting and selling companies not only for himself but for his clients and friends around him. He is a high energy, high idea, walking business incubator excited to teach and develop our people, clients, and people around him.Our clients love his forensic approach of analyzing their entire business, tearing apart each layer to uncover the real issues that are getting in their way of an amazing brand, culture, and future. -
PartnerKazcm Oct 2015 - PresentCharlotte, Nc, Us -
PartnerSportsepreneur Jul 2014 - PresentCharlotte, Nc, Us -
Board MemberC12 Of Charlotte Jan 2014 - PresentSan Antonio, Tx, UsPromote the growth of C12 in the Greater Charlotte area.
Shane Snively, Rfc, Mba, Ms Skills
Shane Snively, Rfc, Mba, Ms Education Details
-
Webster UniversityBusiness Administration & Management -
Fayetteville State UniversitySociology
-
The Ohio State UniversitySociology
Frequently Asked Questions about Shane Snively, Rfc, Mba, Ms
What company does Shane Snively, Rfc, Mba, Ms work for?
Shane Snively, Rfc, Mba, Ms works for Abiding Wealth Advisors, Llc
What is Shane Snively, Rfc, Mba, Ms's role at the current company?
Shane Snively, Rfc, Mba, Ms's current role is CEO, Abiding Wealth Advisors, LLC, Partner at KazSource, #TheStrategyAddict.
What is Shane Snively, Rfc, Mba, Ms's email address?
Shane Snively, Rfc, Mba, Ms's email address is ss****@****ail.net
What is Shane Snively, Rfc, Mba, Ms's direct phone number?
Shane Snively, Rfc, Mba, Ms's direct phone number is +170480*****
What schools did Shane Snively, Rfc, Mba, Ms attend?
Shane Snively, Rfc, Mba, Ms attended Webster University, Fayetteville State University, The Ohio State University.
What are some of Shane Snively, Rfc, Mba, Ms's interests?
Shane Snively, Rfc, Mba, Ms has interest in Like To Read, Camryn, Solve Challenging Sudoku Puzzles, Message For Mayans, Socrates Academy, I Love To Hike, Building Excel Spreadsheets, Ride Bikes, Coaching Rec League U10, Cystic Fibrosis Foundation.
What skills is Shane Snively, Rfc, Mba, Ms known for?
Shane Snively, Rfc, Mba, Ms has skills like Estate Planning, Wealth Management, Investment Advisory, Finance, Series 7, Management, Financial Advisory, Securities, Strategic Planning, 401k, Business Planning, Financial Services.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial