Shawn Torres Mba, Aif®

Shawn Torres Mba, Aif® Email and Phone Number

Managing Director, Vitae Wealth Management | Wealth Manager | Corporate Benefits @ Vitae Wealth Management LLC
longmeadow, massachusetts, united states
Shawn Torres Mba, Aif®'s Location
Longmeadow, Massachusetts, United States, United States
Shawn Torres Mba, Aif®'s Contact Details

Shawn Torres Mba, Aif® personal email

n/a

Shawn Torres Mba, Aif® phone numbers

About Shawn Torres Mba, Aif®

Trusted Relationships, Right Here at HomeWhen it comes to seeking guidance on the things you hold close-your family’s future, your personal dreams-relationships matter. Trust matters. Experience matters.The advisors at Vitae Wealth Management are a combination of all these strengths, delivering holistic, world-class wealth management solutions to individuals, families and businesses. Our approach is comfortable, strategy-based and, most importantly, centered on the biggest piece of the equation: you.Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC. Vitae Wealth Management LLC is not an affiliate of NEXT Financial Group, Inc. To view NEXT Financial Group’s privacy policy and other important information, visit the “Customers” section of www.nextfinancial.com.

Shawn Torres Mba, Aif®'s Current Company Details
Vitae Wealth Management LLC

Vitae Wealth Management Llc

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Managing Director, Vitae Wealth Management | Wealth Manager | Corporate Benefits
longmeadow, massachusetts, united states
Website:
vitaewealth.com
Employees:
4
Shawn Torres Mba, Aif® Work Experience Details
  • Vitae Wealth Management Llc
    Managing Director, Vitae Wealth Management. | Wealth Manager
    Vitae Wealth Management Llc Apr 2017 - Present
    Longmeadow Ma
    Trusted Relationships, Right Here at HomeWhen it comes to seeking guidance on the things you hold close-your family’s future, your personal dreams-relationships matter. Trust matters. Experience matters.The advisors at Vitae Wealth Management are a combination of all these strengths, delivering holistic, world-class wealth management solutions to individuals, families and businesses.Our approach is comfortable, needs-based and, most importantly, centered on the biggest piece of the equation: you.Securities and investment advisory services offered through NEXT Financial Group, Inc.Member FINRA/SIPC.Vitae Wealth Management LLC is not an affiliate of NEXT Financial Group, Inc.To view NEXT Financial Group’s privacy policy and other important information, visit the “Customers” section of www.nextfinancial.com.Investment products and services available only to residents of: CT, FL, IL, MA,NC,NY,RI,VA Insurance products available to residents of: CT,FL,MA,RI
    View
  • Massmutual
    Agency Managing Director
    Massmutual Apr 2004 - Feb 2017
    Holyoke Ma
    I focus on the recruitment, training and professional development of successful financial service professionals. Looking to attract both experienced advisors and career changers who would like to own their own career.
    View
  • Charter Oak Insurance And Financial Services
    Managing Director
    Charter Oak Insurance And Financial Services Apr 2004 - Feb 2017
    Holyoke, Ma
    I focus on the recruitment, training and professional development of successful financial service professionals. Looking to attract both experienced advisors and career changers who would like to own their own career.
    View
  • Massmutual Financial Group
    Agency Managing Director
    Massmutual Financial Group 2004 - Feb 2017
    Holyoke Ma
  • Bni
    Member
    Bni Nov 2003 - Jul 2016
    View

Shawn Torres Mba, Aif® Skills

Insurance Life Insurance Investments Financial Planning Wealth Management Leadership Securities Strategic Planning Management Investment Advisory Spanish Investment Advisory Services 401 Retirement Savings Plans 401k Rollovers Portfolio Management Coaching Consultative Selling Retirement Series 7 Series 24 Employee Benefits Mortgage Lending Financial Advisory Retirement Planning Fixed Annuities Mutual Funds Strategic Financial Planning 401k Disability Insurance Series 63 Long Term Care Asset Management Series 6 Entrepreneurship Sales Selling Financial Services Relationship Management Estate Planning Small Business

Shawn Torres Mba, Aif® Education Details

Frequently Asked Questions about Shawn Torres Mba, Aif®

What company does Shawn Torres Mba, Aif® work for?

Shawn Torres Mba, Aif® works for Vitae Wealth Management Llc

What is Shawn Torres Mba, Aif®'s role at the current company?

Shawn Torres Mba, Aif®'s current role is Managing Director, Vitae Wealth Management | Wealth Manager | Corporate Benefits.

What is Shawn Torres Mba, Aif®'s email address?

Shawn Torres Mba, Aif®'s email address is st****@****vcs.com

What is Shawn Torres Mba, Aif®'s direct phone number?

Shawn Torres Mba, Aif®'s direct phone number is +141353*****

What schools did Shawn Torres Mba, Aif® attend?

Shawn Torres Mba, Aif® attended University Of Massachusetts Amherst, Western New England University, Cathedral Highschool.

What are some of Shawn Torres Mba, Aif®'s interests?

Shawn Torres Mba, Aif® has interest in Golf, Lawn Work, Reading.

What skills is Shawn Torres Mba, Aif® known for?

Shawn Torres Mba, Aif® has skills like Insurance, Life Insurance, Investments, Financial Planning, Wealth Management, Leadership, Securities, Strategic Planning, Management, Investment Advisory, Spanish, Investment Advisory Services.

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