Will Cosby, Cfp®

Will Cosby, Cfp® Email and Phone Number

Financial Advisor @
Will Cosby, Cfp®'s Location
Henrico, Virginia, United States, United States
Will Cosby, Cfp®'s Contact Details

Will Cosby, Cfp® work email

Will Cosby, Cfp® personal email

n/a
About Will Cosby, Cfp®

My commitment to my clients ensures that their most important goals and concerns are taken into consideration. Throughout the process we embark on, I strive to ensure that they are confident, well-planned for, and have a clear vision for their long-term financial strategies.As part of Hermitage Wealth Management’s team, I contribute to the success of our distinctive model by assisting clients with creating strategies that identify, prioritize, and quantify their financial goals and objectives. I place a high emphasis on delivering quality, in-depth financial analyses for my clients along with continuing communication and support throughout the process. The two most important questions I will help you answer are: Am I well prepared? And how do I know?In addition to my other roles, I assist clients with health, dental, and vision insurances. I bring years of experience to the table as I assist corporate clients for the aforementioned benefits as well as group life and disability products. My continuing education year after year in these areas ensure that my clients are up-to-date on the changing atmosphere and can rely on me for continued guidance.I am licensed to sell Insurance Products in the following states:Virginia, West Virginia, North Carolina, South Carolina, Tennessee.I am registered to sell Securities in the following states:Virginia, West Virginia, North Carolina, South Carolina, Florida, New York, New Jersey, California, Pennsylvania, Texas, Tennessee.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch Phone: (804) 270-7877

Will Cosby, Cfp®'s Current Company Details
Hermitage Wealth Management

Hermitage Wealth Management

Financial Advisor
Will Cosby, Cfp® Work Experience Details
  • Hermitage Wealth Management
    Financial Advisor
    Hermitage Wealth Management Jan 2013 - Present
    Richmond, Va
  • Capitol Financial Solutions
    Registered Representative
    Capitol Financial Solutions Nov 2010 - Oct 2012
  • Hunting Hawk Golf Club
    Assistant Food & Beverage Manager
    Hunting Hawk Golf Club Jan 2010 - Nov 2010

Will Cosby, Cfp® Education Details

Frequently Asked Questions about Will Cosby, Cfp®

What company does Will Cosby, Cfp® work for?

Will Cosby, Cfp® works for Hermitage Wealth Management

What is Will Cosby, Cfp®'s role at the current company?

Will Cosby, Cfp®'s current role is Financial Advisor.

What is Will Cosby, Cfp®'s email address?

Will Cosby, Cfp®'s email address is cosbycw@vt.edu

What schools did Will Cosby, Cfp® attend?

Will Cosby, Cfp® attended Virginia Tech.

What are some of Will Cosby, Cfp®'s interests?

Will Cosby, Cfp® has interest in Soccer, Snowboarding, Sailing, Squash, Lacrosse, Hunting, Fishing.

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