Zonia Pullen

Zonia Pullen Email and Phone Number

Senior Wealth Advisor @ Excelsis Global Private Wealth
Brownsville, TX, US
Zonia Pullen's Location
Brownsville Metropolitan Area, United States, United States
About Zonia Pullen

Zonia Pullen is a Senior Wealth Advisor at Excelsis Global Private Wealth. She possess expertise in series 7, investments, retirement planning, asset allocation, wealth management and 26 more skills.

Zonia Pullen's Current Company Details
Excelsis Global Private Wealth

Excelsis Global Private Wealth

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Senior Wealth Advisor
Brownsville, TX, US
Website:
excelsisgpw.com
Employees:
16
Zonia Pullen Work Experience Details
  • Excelsis Global Private Wealth
    Excelsis Global Private Wealth
    Brownsville, Tx, Us
    View
  • Excelsis Global Private Wealth
    Senior Wealth Advisor
    Excelsis Global Private Wealth Apr 2024 - Present
    View
  • Gef Financial Group
    Financial Advisor
    Gef Financial Group Oct 2012 - Dec 2018
    GEF Financial Group is a full service investment firm and Multi-line Insurance Agency . GEF Wealth Management specializes in personal and corporate investment services with a broad spectrum of resources, GEF Wealth Management has experience in areas that range from short term cash management to retirement planning. GEF's advisors also have extensive knowledge and products focused on servicing international clientele.GEF Insurance is a multi-line insurance agency providing customers access to multiple insurance carriers with products that range from life and long term care to structured annuity settlements. GEF Insurance specializes in group benefits structuring, including health, life and other insurance lines.Securities offered through Bolton Global Capital, Inc., 579 Main St., Bolton, MA. Member FINRA, SIPC 978-779-5361. Advisory services offered through Bolton Global Asset Management, a SEC registered investment advisor.
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch 2001 - 2012
    New York, Ny, Us
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  • Wells Fargo
    Branch Manager
    Wells Fargo Dec 1990 - Dec 1993
    San Francisco, California, Us
    View

Zonia Pullen Skills

Series 7 Investments Retirement Planning Asset Allocation Wealth Management Strategic Planning Mutual Funds Finance Public Speaking Microsoft Office Portfolio Management Customer Service Management Team Building Series 63 Equities Negotiation Leadership Financial Services Options Asset Management Investment Advisory Financial Analysis Banking Securities Financial Advisory Management Consulting Financial Modeling Sales Communication Community Outreach

Zonia Pullen Education Details

  • St.Edward'S University
    St.Edward'S University
    Marketing/Management

Frequently Asked Questions about Zonia Pullen

What company does Zonia Pullen work for?

Zonia Pullen works for Excelsis Global Private Wealth

What is Zonia Pullen's role at the current company?

Zonia Pullen's current role is Senior Wealth Advisor.

What schools did Zonia Pullen attend?

Zonia Pullen attended St.edward's University.

What skills is Zonia Pullen known for?

Zonia Pullen has skills like Series 7, Investments, Retirement Planning, Asset Allocation, Wealth Management, Strategic Planning, Mutual Funds, Finance, Public Speaking, Microsoft Office, Portfolio Management, Customer Service.

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