Hailey Zeiler

Hailey Zeiler Email and Phone Number

Financial Advisor at Sunbelt Securities (TFG Investment Group) @ Sontag Advisory
Southlake, TX, US
Hailey Zeiler's Location
Southlake, Texas, United States, United States
Hailey Zeiler's Contact Details

Hailey Zeiler personal email

n/a
About Hailey Zeiler

Hailey Zeiler is a Financial Advisor at Sunbelt Securities (TFG Investment Group) at Sontag Advisory. She possess expertise in microsoft office, powerpoint, microsoft excel, social networking, microsoft word and 2 more skills.

Hailey Zeiler's Current Company Details
Sontag Advisory

Sontag Advisory

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Financial Advisor at Sunbelt Securities (TFG Investment Group)
Southlake, TX, US
Hailey Zeiler Work Experience Details
  • Sontag Advisory
    Sontag Advisory
    Southlake, Tx, Us
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  • Sunbelt Securities
    Financial Advisor
    Sunbelt Securities Oct 2019 - Present
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  • Sontag Advisory
    Advisor Associate
    Sontag Advisory Jan 2016 - Sep 2019
  • Regentatlantic
    Summer Financial Planning Analyst
    Regentatlantic Jun 2015 - Aug 2015
    •Prepared 401(k) allocation, pension analysis and education funding recommendations for clients•Created and presented an asset class review of commodities to the investment committee of the firm•Worked extensively with the MoneyGuidePro, Tamarac, and Laserfiche software packages•Structured, recorded and participated in client meetings by preparing advisors with updated investment performances along with relevant personal client information
  • Padilla, Singh And Associates Wealth Management, Inc.
    Intern
    Padilla, Singh And Associates Wealth Management, Inc. Jan 2014 - May 2014
    Gained extensive knowledge of LPL Branchnet and briefed in Morningstar software. Responsibly handled confidential client information. Worked on a team to prepare financial presentations for clientele.
  • Axa Advisors
    Intern
    Axa Advisors Oct 2012 - Aug 2013
    New York, Ny, Us
    Gained exposure improving the client management system for a team of CFPs using Web Station.Learned the process of rebuilding relationships with orphan clients lacking proper advisory.
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  • Thorn Financial Group
    Intern
    Thorn Financial Group Jan 2010 - Aug 2010
    Provided support to a team of experienced financial planners in activities designed to enhance clientele service.

Hailey Zeiler Skills

Microsoft Office Powerpoint Microsoft Excel Social Networking Microsoft Word Word Excel

Hailey Zeiler Education Details

  • Usc Marshall School Of Business
    Usc Marshall School Of Business
    Business Administration
  • Texas Tech University
    Texas Tech University
    Personal Financial Planning

Frequently Asked Questions about Hailey Zeiler

What company does Hailey Zeiler work for?

Hailey Zeiler works for Sontag Advisory

What is Hailey Zeiler's role at the current company?

Hailey Zeiler's current role is Financial Advisor at Sunbelt Securities (TFG Investment Group).

What is Hailey Zeiler's email address?

Hailey Zeiler's email address is ht****@****ory.com

What schools did Hailey Zeiler attend?

Hailey Zeiler attended Usc Marshall School Of Business, Texas Tech University.

What skills is Hailey Zeiler known for?

Hailey Zeiler has skills like Microsoft Office, Powerpoint, Microsoft Excel, Social Networking, Microsoft Word, Word, Excel.

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