Susan Witte

Susan Witte Email and Phone Number

Financial Planner @ Prudential Advisors
Philadelphia, PA, US
Susan Witte's Location
Greater Philadelphia, United States
Susan Witte's Contact Details

Susan Witte personal email

About Susan Witte

Life is constantly in motion. Because of the constant movement, financial decisions can sometime be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover:• Retirement planning• Education planning • Estate planning strategies • Risk Management • Insurance Needs• Investment Planning• Funding for a Major Purpose• Current Net Worth and Cash Flow Statements

Susan Witte's Current Company Details
Prudential Advisors

Prudential Advisors

View
Financial Planner
Philadelphia, PA, US
Susan Witte Work Experience Details
  • Prudential Advisors
    Financial Planner
    Prudential Advisors
    Philadelphia, Pa, Us
  • Prudential Financial
    Financial Planner
    Prudential Financial Jul 2016
    Marlton, New Jersey
    • Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.
  • Four Seasons Financial Group Inc.
    Internal Wholesaler
    Four Seasons Financial Group Inc. Jul 2014 - May 2016
    Greater Philadelphia Area
    Responsible for increasing sales revenue within the bank brokerage channel by selling traditional life insurance, single premium wealth transfer products and fixed annuities along with single premium long term care and traditional long term care solutions to financial advisors and their teams within the Midwest and Pittsburgh territories. Proactively prospect for new business, provide sales closing support, marketing materials, product updates, training, webinars and customer presentations in partnership with wholesalers. Handle all client inbound calls and email questions and inquiries. •Handle extensive client inbound calls and emails on a daily basis. •Run product illustrations using winflex and insurance carrier software•Set up and deliver multiple training sessions and webinars to new financial advisors and clients. •Plan and execute active marketing campaigns within the territory through partnering with External Wholesaler
  • Lincoln Financial Group
    Client Relationship Manager
    Lincoln Financial Group Dec 2013 - Jul 2014
    Provided support to two (2) financial planners handling client inquiries, brokerage accounts, variable annuities, fixed annuities, long-term healthcare, fee-based wrap accounts, separate accounts and alternative investments. Customized existing client portfolios, distribution of client assets and communicated with clients via email or telephone on investment product inquiries. • Collaborated with business partners to handle complex client matters, researched each inquiry and kept all relevant parties informed on a regular basis.• Handled day to day business operations such as compensation reports, processed client trades on Streetscape, deposited checks, followed up on routine client information requests, updated client information, changed beneficiary information and coordinated registration changes and estate settlements. • Established new accounts for Investment Advisory, Brokerage, IRA, Roth IRA’s and Trust Accounts along with rebalancing portfolio allocations and building new allocations based on the client’s goals
  • The Hartford
    Paralegal
    The Hartford Apr 2013 - Dec 2013
    Greater Philadelphia Area
    Provided legal support to the mutual fund division with SEC filings, updating prospectuses, statements of additional information and MSRB filings.
  • The Pfm Group
    Paralegal
    The Pfm Group Jan 2010 - Mar 2013
    Greater Philadelphia Area
    Provided legal support for attorneys in the Legal and Compliance Departments including litigation reviews and projects, subpoenas, federal and state regulatory and ERISA research, draft and write corporate compliance policies and procedures and stay current on legislative rulings and pending laws. • Worked on research projects, RFPs, and comment letters. • Reviewed over 100+ client contracts annually related to asset management, swaps, derivatives and services. • Performed extensive regulatory research on investment products, litigation, accounts and risk management•Successfully supported major litigation cases inclusive of discovery documentation and extensive research
  • Bank Of New York Mellon
    Financial Advisor
    Bank Of New York Mellon Oct 2003 - Nov 2004
    Greater New York City Area
    Solicited new clients and provided them with brokerage and annuity accounts. •Managed and built a book worth $300K in grid revenue representing 100+ clients •Supervised and trained over 30+ licensed branch banking representatives and personal bankers in Compliance requirements for all forms of investment products and services.•Prepared Investment Advisors for quarterly internal audits. •Designed over 8 training programs on investment products and client relationships that were implemented for bankers at 10 branch offices throughout New York City.

Susan Witte Skills

Leadership Series 63 Financial Advisory Pro Bono Banking Fixed Annuities Insurance Retirement Planning Sales Brokerage Event Planning Portfolio Management Consideration Derivatives Investments Communication Schedules Cell Mortgage Lending Asset Allocation Financial Services Asset Managment Wealth Management Equities Mutual Funds Highly Detailed Career Counseling Investment Strategies Risk Management Exciting Credit Legal Interviews Scholarships Asset Corporate Law Access To Justice Management Federation Due Diligence Resume Loans Convenience Series 7 Written Securities

Susan Witte Education Details

Frequently Asked Questions about Susan Witte

What company does Susan Witte work for?

Susan Witte works for Prudential Advisors

What is Susan Witte's role at the current company?

Susan Witte's current role is Financial Planner.

What is Susan Witte's email address?

Susan Witte's email address is su****@****aol.com

What schools did Susan Witte attend?

Susan Witte attended Peirce College, Northeastern University.

What are some of Susan Witte's interests?

Susan Witte has interest in Pilates, Traveling, Running, Tennis, Knitting.

What skills is Susan Witte known for?

Susan Witte has skills like Leadership, Series 63, Financial Advisory, Pro Bono, Banking, Fixed Annuities, Insurance, Retirement Planning, Sales, Brokerage, Event Planning, Portfolio Management.

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