Sovereign Investment Group
Address: 104 Welton Way, Mooresville, NC 28117 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–4:30PMTuesday8AM–4:30PMWednesday8AM–4:30PMThursday8AM–4:30PMFriday8AM–4:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (704) 508-4949Place name: : Category: : : : : Website: : Website: http://www.sigwm.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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Sovereign Investment Group Employees
Sovereign Investment Group May 2014 - Present
Galveston Tropical Condos at Maravilla January 2008 - Present
MAS-Soutions "Working together for the health of our children" October 2009 - December 2014
Bankers Life and Casualty April 2010 - May 2014
Save the Children November 2008 - October 2009
United States Department of Agriculture February 2005 - September 2008
National Food Service Management Institute June 2001 - February 2005
Partners of the Americas 1995 - 1997
University of Idaho 1979 - 1996
Skills
Medicare, Long Term Care, Life Insurance, Public Speaking, Vacation opportunities, Nutrition, School Lunch, Program Management, Team Building, Long-term Care, Leadership, Insurance, Training, Research, Grants, Strategic Planning, Retirement, Fixed Annuities, Fundraising, Nonprofits, Health Insurance
Education
Washington State University 1980 — 1987
PhD, Nutrition with emphasis in Nutr. Education
University of Wisconsin-Madison 1967 — 1969
M.S., Food science and nutrition
University of Delaware 1963 — 1967
B.S., Food and nutrition
Sovereign Investment Group 2012 - Present
Blair & Associates, PC 2005 - Present
Arthur A. Blair, PC 1993 - 2005
Skills
Tax-advantaged..., 401k Rollovers, Individual Pension Plans, Stock Management, Mutual Funds, Strategic Asset...
Education
University of Houston 1971 — 1975
Bachelor of Business Administration (B.B.A.)
Corbut & Associates LLC June 2011 - Present
WC Crouch & Co December 2007 - January 2012
JPMorgan Chase September 2007 - December 2007
Sovereign Investment Group August 2005 - August 2007
Morgan Stanley in November 1992 - August 2005
Independent Oil & Gas Landman August 1988 - October 1992
Skills
Real Estate
Education
The University of Texas at Austin 1978 — 1982
BBA, Petroleum Land Management
Passed Special Education EC-12 Content Test
The University of Texas at Austin
BBA, Petroleum Land Management
Sovereign Investment Group August 2007 - Present
University of Houston 2001 - 2006
Houston's Business Radio 650 2000 - 2001
Skills
Retirement Planning, Certified Financial..., Investment Planning, Estate Planning, Strategic Financial..., Financial Planners, Financial Advisory, Insurance, Securities, Mutual Funds, Wealth Management, Fixed Annuities, Financial Services, Portfolio Management, Asset Management, Finance, Retirement
Education
Oklahoma State University
Bachelor's, Music Education
University of Northern Colorado
Master's, Doctorate, Education
Independent Financial Advisor March 2013 - Present
Sovereign Investment Group February 2009 - February 2013
AIG Retirement November 1999 - February 2009
VALIC Retirement 1999 - 2009
Skills
Financial Planning, Retirement Planning, Education Planning, Investment Planning, Mutual Funds, Fixed Annuities, Retirement, Series 63, Asset Allocation, Insurance, Life Insurance, Finance, Series 6, Investment Management, Variable Annuities, Long Term Care Insurance, Wealth Management, Estate Planning
Education
Texas State University-San Marcos 1985 — 1990
BS, Criminal Justice
Sovereign Investment Group November 2005 - Present
Morgan Stanley Smith Barney July 1996 - November 2005
Skills
Series 7, Insurance, Mutual Funds, Retirement Planning, Series 63, Asset Management, Wealth Management, Portfolio Management, Annuities, Equities, Investments, Financial Advisory, Financial Planning, Securities, Finance, FINRA, Asset Allocation, Investment Advisory, Retirement, Investment Strategies
Education
University of Houston
Bachelor's degree, Public Relations
Sovereign Investment Group 2005 - Present
Morgan Stanley May 2000 - November 2005
Universal Computer Systems February 1992 - May 2000
Education
The University of Texas at Austin 1987 — 1991
Sovereign Investment Group 2007 - Present
A.G. Edwards & Sons, Inc. 2000 - 2007
Wells Fargo 1994 - 2000
Skills
Retirement Planning, Strategy, CRM, Securities, Wealth, Finance, Financial Planning, Financial Services, Asset Managment, Fixed Annuities, Trading, Options, 401k, FINRA, Asset Management, Retail Banking, Insurance, DJ, Asset Allocation
Education
University of Houston 1995 — 1998
Masters of Science, Occupational Technology
Sam Houston State University 1987 — 1991
Bachelor of Fine Arts, Radio, TV & Film
Sovereign Investment Group September 2005 - Present
Morgan Stanley March 1999 - August 2005
Education
University of Houston, C.T. Bauer College of Business 1999 — 2002
Bachelor of Business Adminstration Finance
Sam Houston State University 1997 — 1998
Precept Wealth Management January 2011 - Present
The C12 Group May 2013 - March 2015
BarterOnly October 2012 - January 2015
Sovereign Investment Group October 2008 - January 2011
AIG Retirement Services June 1999 - October 2008
AIG Retirement 1999 - 2008
AIG VALIC 1999 - 2008
Skills
Talking, Thinking, Theorizing
Education
Sam Houston State University 1994 — 1997
BBA, Accounting
University of North Texas 1993 — 1994
Blinn College 1991 — 1993
C.H. Yoe High School 1987 — 1991
Leidos Health May 2010 - April 2015
The Precedent Companies May 2004 - May 2010
Sovereign Investment Group January 2004 - December 2008
Multi-Link Telecommunciations, Inc. January 2000 - January 2004
Jameson Inns January 1997 - January 2000
Katz, Sapper & Miller January 1992 - November 1996
Skills
Accounting, Process Improvement, Leadership, Team Leadership, Financial Accounting, Financial Statements, Financial Analysis, Financial Reporting, Financial Modeling, Reporting & Analysis, Strategic Planning, Business Process..., Budgeting, Budget Management, Financial Metrics, Forecasting, Accounts Receivable, Accounts Payable, Monthly Close Process, Team Management, Change Management, Collaborative Problem..., Payroll Administration, SOX 404, Management Of Direct..., Supervisory Skills, Hiring, Presentations, Tax Audits, Financial Audits, Healthcare, Software Documentation, Software Implementation, Business Analysis, Executive Leadership, Project Management
Education
Indiana University Bloomington 1988 — 1991
Bachelor's degree, Accounting
Dartmouth College 1987 — 1987