Bill Comber, Cfp®, Atfa

Bill Comber, Cfp®, Atfa Email and Phone Number

Financial Planner @ AimWell Financial
Tampa, FL, US
Bill Comber, Cfp®, Atfa's Location
Tampa, Florida, United States, United States
Bill Comber, Cfp®, Atfa's Contact Details

Bill Comber, Cfp®, Atfa work email

Bill Comber, Cfp®, Atfa personal email

n/a
About Bill Comber, Cfp®, Atfa

CFP® ProfessionalATFA (Accredited Trust and Fiduciary Advisor) certification from Campbell UniversityUniversity of South Florida:-Bachelors in Personal Finance-Minor in PhilosophyTampa, FL based Trust Officer with Members Trust CompanyJob responsibilities include:-Administering the MTC - Tampa office book of business-Preparing comprehensive financial plans and assisting in delivery to existing and prospective MTC clients-Engaging with attorneys and financial advisors to bring on new trust, estate, and investment accounts-Educating prospective clients on the services offered by MTC

Bill Comber, Cfp®, Atfa's Current Company Details
AimWell Financial

Aimwell Financial

View
Financial Planner
Tampa, FL, US
Website:
aimwellfinancial.com
Employees:
3
Bill Comber, Cfp®, Atfa Work Experience Details
  • Aimwell Financial
    Financial Planner
    Aimwell Financial
    Tampa, Fl, Us
    View
  • Members Trust Company
    Avp Trust Officer
    Members Trust Company Jan 2024 - Present
    View
  • Members Trust Company
    Associate Trust Officer
    Members Trust Company Jan 2022 - Dec 2023
    Tampa, Florida, United States
    View
  • Members Trust Company
    Portfolio Development Officer
    Members Trust Company Jan 2021 - Dec 2021
    Tampa, Florida, United States
    View
  • Members Trust Company
    Intern To Vp Of Trust/Investments
    Members Trust Company May 2020 - Dec 2020
    Tampa, Florida, United States
    View
  • Family First Life
    Sales Agent
    Family First Life Mar 2019 - Dec 2019
    View
  • Publix Super Markets
    Customer Service Staff
    Publix Super Markets Oct 2014 - Jun 2018
    Tampa/St. Petersburg, Florida Area
    View

Bill Comber, Cfp®, Atfa Education Details

Frequently Asked Questions about Bill Comber, Cfp®, Atfa

What company does Bill Comber, Cfp®, Atfa work for?

Bill Comber, Cfp®, Atfa works for Aimwell Financial

What is Bill Comber, Cfp®, Atfa's role at the current company?

Bill Comber, Cfp®, Atfa's current role is Financial Planner.

What is Bill Comber, Cfp®, Atfa's email address?

Bill Comber, Cfp®, Atfa's email address is bi****@****ust.com

What schools did Bill Comber, Cfp®, Atfa attend?

Bill Comber, Cfp®, Atfa attended University Of South Florida.

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