Jill
Aspiring Cowgirl
It's always fun to hear what our members do for a living! Most of us do something other than horses to keep us in horses :bgrin
What do you do for a job?
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I am a financial planner / money manager. My father and I have been business partners since 1995 and have a really nice office in Warrenton, VA and some wonderful administrative employees. I'm licensed as a stock broker and as a registered principal, which means I could go into a brokerage house and supervise the stock brokers and registered reps if I ever wanted a job I probably would not like (love working with clients). I'm also my father's supervisor in the eyes of the NASD! Though he does have the same licensing as I do. Additionally, I'm a registered investment advisor and a life insurance and annuity agent.
I have to say, if you'd have told Dad and I back when I was a teenager that my dad and I would be working together AND that I'd be in charge of making sure we do everything by the book, I do not know who'd have been more horrified -- him or me!
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Our clients are primarily 55+ and retired or nearly retired with $1M+ of liquid assets. Before I came to work with my father (from banking -- mortgage loan officer), most of his clients were small business owners and I started out handling the group health insurance plans for them. Then we eventually came to specialize in the affluent senior market. We live / work in one of the best areas in the Nation to be in the line or work and market we are in and I love what I do!
Our website for informational purposes only is www.smart-money.net
Lots of financial calculators and articles are available on our website which may be useful to some and fun for others.
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[SIZE=14pt]YOUR TURN!!! What do you do for a living?[/SIZE]
What do you do for a job?
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I am a financial planner / money manager. My father and I have been business partners since 1995 and have a really nice office in Warrenton, VA and some wonderful administrative employees. I'm licensed as a stock broker and as a registered principal, which means I could go into a brokerage house and supervise the stock brokers and registered reps if I ever wanted a job I probably would not like (love working with clients). I'm also my father's supervisor in the eyes of the NASD! Though he does have the same licensing as I do. Additionally, I'm a registered investment advisor and a life insurance and annuity agent.
I have to say, if you'd have told Dad and I back when I was a teenager that my dad and I would be working together AND that I'd be in charge of making sure we do everything by the book, I do not know who'd have been more horrified -- him or me!
Our clients are primarily 55+ and retired or nearly retired with $1M+ of liquid assets. Before I came to work with my father (from banking -- mortgage loan officer), most of his clients were small business owners and I started out handling the group health insurance plans for them. Then we eventually came to specialize in the affluent senior market. We live / work in one of the best areas in the Nation to be in the line or work and market we are in and I love what I do!
Our website for informational purposes only is www.smart-money.net
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[SIZE=14pt]YOUR TURN!!! What do you do for a living?[/SIZE]
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