Veronica Karas, Cfp®, Cdfa® Email & Phone Number

Raleigh, Nc, Us

Raleigh, Nc, Us

Raleigh, Nc, Us

Raleigh, Nc, Us

FCE Group has merged with CAPTRUST.

Veronica joined FCE Group in April 2016 and works on the Advisory team handling all aspects of financial planning for the firm’s clients. Prior to joining FCE, Veronica worked for Merrill Lynch in the Global Wealth Management division where she was the financial planner for a team of advisors. Prior to that she worked for Circle Advisors Inc., a Registered Investment Advisor, where she was the Director of Marketing & Business Development and a Financial Advisor. Veronica has extensive experience working with high net-worth individuals and small businesses in all areas of financial planning including estate planning, retirement planning, tax planning, education planning, and insurance. Veronica is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®). She received her Masters of Business Administration (MBA) degree from Pace University, holds a BBA from Bernard M. Baruch College, and completed her CFP® certification at New York University. She also maintains her Life, Accident and Health Insurance license.

New York, Ny, Us

Worked with a team of Advisors to help them reach their Financial Plan goals are per new company standards.

New York, Ny, Us

· Develop strategic marketing plan based on identified niche client sectors.· Implement, track and refine marketing strategies.· Design and develop all marketing collateral materials including brochures, newsletters, and e-marketing materials.· Coordinate and conduct weekly marketing meetings.· Design, implementation and constant review of Company website.· Project Manager for company-wide conversion to Salesforce CRM.· Project Manager for company-wide conversion to Advent’s Black Diamond Portfolio Management platform. · Resident retirement income expert.· Education planning, life insurance planning, and retirement planning expert.

New York, Ny, Us

Develop strategic marketing plan based on identified niche client sectors.· Implement, track and refine marketing strategies.· Design and develop all marketing collateral materials including brochures, newsletters, and e-marketing materials.· Coordinate and conduct weekly marketing meetings.· Design, implementation and constant review of Company website.· Project Manager for company-wide conversion to Salesforce CRM.· Project Manager for company-wide conversion to Advent’s Black Diamond Portfolio Management platform. · Resident retirement income expert.· Education planning, life insurance planning, and retirement planning expert.

New York, Ny, Us

· Implemented all marketing, advertising, and promotional activities· Conducted market research to determine market requirements for existing and future clients.· Coordinated production of a wide range of marketing communications.· Maintained open lines of communication with all organizations and provided prompt answers to requests in order to determine how to convey concise, clear, and timely selective information.· Developed concepts for and designed all Company collateral materials including direct mail ads, postcards, newsletters, flyers, invitations, website, and etc.· Ensured brand consistency between all sectors of the Company.

Horsham, Pa, Us

· Assisted in the development of a structured 12-month marketing plan.· Aided in the design and development of marketing strategies and materials.· Involved and provided input into weekly marketing meetings.· Assisted with online marketing work through company and advisor websites.· Created, updated, and distributed weekly Fall Company Newsletter.· Assisted in informing company managers and agents in Vision 2020 programs to bring national initiatives to the local level.

Certified Financial Planner Professional, Financial Planning And Services

Master Of Business Administration (M.B.A.), Marketing/Marketing Management, General

Bba, International Marketing, Psychology, Finance

Master Of Science - Ms, Taxation