Wealthspan Financial Group
Address: 4411 Suwanee Dam Rd #560, Suwanee, GA 30024 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (770) 395-0800: : Place name: : : : : Website: Category: Category: Financial consultant 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.Add missing informationAdd website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of WealthSpan Financial Group Posting publicly on the Web Write a review Reviews Be the first to review
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Wealthspan Financial Group Employees
WealthSpan Financial Group May 2013 - Present
National Association of Black Accountants (NABA) 2015 - Present
Cobb Chamber of Commerce 2013 - Present
Coventry Health Care August 2010 - July 2015
Mutual of Omaha March 2008 - April 2013
ADP 2008 - 2010
MDI Group 2007 - 2008
Wing Zone Restaurant 2003 - 2007
ADP 1997 - 2003
Skills
Investments, Life Insurance, Disability Insurance, IRAs, Fixed Annuities, Small Business, Key Person Insurance, Retirement Planning, Financial Services, Mutual Funds, 401k, Critical Illness, Long Term Care Insurance, Estate Planning, Employee Benefits, Sales, Health Insurance, Marketing, Retirement, Strategic Financial..., Leadership, Medicare, Series 6, Series 63
Education
Johnson & Wales University 1986 — 1989
B.S., Hotel Restaurant/ Hospitality Management
Innovative Financial Group May 2014 - Present
WealthSpan Financial Group September 2013 - April 2014
Horace Mann Insurance Company October 2011 - September 2013
Enterprise Rent-a-Car September 2007 - August 2011
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
WealthSpan Financial Group June 2015 - Present
WealthSpan Financial Group June 2015 - Present
MassMutual Mississippi May 2014 - May 2015
Mutual of Omaha March 2010 - May 2014
Verizon Wireless January 2007 - January 2009
Skills
Fixed Annuities, Disability Insurance, Retirement Planning, Life Insurance, Long-term Care, Term Life Insurance, Long Term Care Insurance, 401k, 401k Rollovers, IRAs, Permanent Life Insurance, Group Insurance, Critical Illness, Asset Management, Retirement, Licensed Life Insurance..., Whole Life, Variable Annuities, Asset Managment, Buy-sell Agreements
Education
William Carey University
English
William Carey College 2003 — 2005
Bachelor of Science (B.S.), Psychology
William Carey University 2003 — 2005
B.S, Psychology
Meridian Community College 2001 — 2003
WealthSpan Financial Group April 2014 - Present
IDEAS Portfolio Management, an independent firm August 2012 - April 2014
Merrill Lynch August 2007 - December 2008
Ameriprise Financial Services, Inc. January 2005 - August 2007
BD September 1998 - March 2000
BD May 1996 - August 1998
Coopers & Lybrand Consulting 1988 - 1995
Skills
Strategic Financial..., Personal Financial..., Financial Analysis, Business Process...
Education
Columbia University - Columbia Business School 1982 — 1984
Master of Business Administration (MBA), Finance, General
General Motors Institute of Technology 1977 — 1982
Bachelor of Mechanical Engineering, BME
WealthSpan Financial Group August 2014 - Present
Loya Insurance Group September 2012 - August 2014
Education
Agnes Scott College 2006 — 2010
Wealthspan Financial Group May 2013 - Present
Mutual of Omaha March 2012 - April 2013
Skills
Financial Accounting, Stategic Planning, Mathematics Education, Budget, Business Planning, Operating Budgets, Lifestyle Coaching, Insurance, Bookkeeping, Financial Risk..., Strategic Planning
Education
University of Phoenix-Memphis Campus 2008 — 2009
Master of Business Administration (M.B.A.), Accounting, 3.5
Howard University 2000 — 2005
Bachelor of Business Administration (BBA), Accounting, 3.4
WealthSpan Financial Group September 2014 - Present
Mutual of Omaha May 2010 - September 2014
Mutual of Omaha May 2010 - July 2010
Mutual of Omaha July 2009 - May 2010
Skills
Recruiting, Selection, Organizational..., Social Media, Marketing, Sales, Consulting, Cold Calling, College Recruiting, Screening Resumes, Interviews, Sourcing, Leadership, Time Management, Disability Insurance, Training, Management, Insurance, Employee Benefits, Team Building, Coaching, Leadership Development, Temporary Placement, Talent Acquisition, Human Resources, Employee Relations, Applicant Tracking..., Benefits Administration, Employee Training
Education
University of Alabama
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
WealthSpan Financial Group January 2015 - Present
Liberty National Life Insurance Company October 2013 - October 2014
New York Life Insurance Company February 2012 - January 2014
Cycle of Success Institue Georgia, LLC July 2009 - January 2011
Dixie Concrete Construction, Inc April 2004 - July 2008
ADS Property Solutions, Inc. February 2003 - January 2008
A & S Devlopment Enterprises, Inc April 2004 - October 2007
Skills
Business Development, Strategic Planning, Team Building, Negotiation, Start-ups, B2B, Management, Real Estate, Residential Homes, Budgets, Small Business, Outsourcing, New Business Development, Advertising, Construction, Business Planning, Leadership, Entrepreneurship, Sales, Sales Management, Marketing
Education
University of Alabama 1982 — 1983
Marketing
McCallie 1978 — 1982
High School, General
WealthSpan Financial Group September 2015 - Present
AIG March 2015 - September 2015
BMW of Montgomery January 2014 - March 2015
BMW of Montgomery June 2013 - March 2015
BMW of Montgomery September 2011 - March 2015
Dillards September 2010 - September 2011
Finish Line September 2009 - September 2010
Skills
Networking, Social Media Marketing, Social Networking, People Skills, Multi Tasking, Decision Analysis, Sales Process, Leadership Development, Retail, Customer Service, Customer Satisfaction, Sales, Leadership, Inventory Management, Customer Retention, Management, Marketing, Time Management, Training, Merchandising, Profit, Team Building, Team Leadership
Education
Auburn University 2001 — 2005
Marketing/Marketing Management, General
Booker T. Washington Magnet High School 1998 — 2001
Troy University
Marketing/Marketing Management, General
Ty J Young Inc. June 2015 - Present
WealthSpan Financial Group January 2015 - April 2015
My Financial Services September 2014 - December 2014
Northwestern Mutual December 2013 - July 2014
Full Time Sudent at The University of Alabama January 2011 - May 2014
Skills
Social Media, Facebook, Food, Management, Microsoft Excel, PowerPoint, Finance, Investment Banking, Market Research, Financial Analysis, Financial Modeling, Time Management, Leadership
Education
University of Alabama 2011 — 2014
Finance, Investments and Securities
Georgia Highlands College 2009 — 2010
Finance and Financial Management Services
McEachern High school 2005 — 2009
WealthSpan Financial Group June 2013 - Present
VALIC June 2011 - December 2012
Morgan Stanley Smith Barney November 2009 - October 2011
Morgan Stanley Smith Barney November 2009 - January 2011
Creative Management Group June 2006 - November 2009
Creative Management Group May 2006 - September 2009
Wild Noodles December 2004 - May 2006
Wild Noodles Franchise December 2003 - May 2006
NeoSoft Solutions Inc February 2002 - June 2003
NeoSoft Solutions Inc February 2002 - June 2003
Skills
Strategic Planning, Investments, New Business Development, Project Management, Business Development, Financial Analysis, Management, Series 7, Business Strategy, Banking, Sales, Risk Management, Business Analysis, Team Building, Series 63, Business Planning, Portfolio Management, Wealth Management
Education
Georgia State University 1996 — 1998
MBA, Finance and International Business
Georgia State University 1996 — 1998
Master of Business Administration, Finance and International Business
Georgia College and State University 1992 — 1996
BBA, Computer Information Systems, Accounting and Finance
Georgia College and State University 1992 — 1996
Bachelor of Business Administration, Computer Information Systems
WealthSpan Financial Group March 2013 - Present
Mutual of Omaha - Georgia Division Office April 2011 - March 2013
Mutual of Omaha May 2006 - April 2011
Mutual of Omaha April 2003 - April 2006
The Guardian Life Insurance Company of America October 2005 - February 2006
M&R Moving August 1999 - April 2003
Skills
Wealth Management..., Hiring Employees, 401k Rollovers, Series 7, Series 65, Series 24, Investments, Executive Benefit..., Retirement Savings, Retirement Planning, Charitable Gift Planning, Securities, Estate Planning, Wealth Management, Asset Allocation, Financial Planners, Strategic Financial..., Investment Advisory, Insurance, Training, Disability Insurance, Long-term Care, Health Insurance, Life Insurance, Employee Benefits, Fixed Annuities, Term Life Insurance, Public Speaking, College Recruiting, Entrepreneurship, Roth IRA, Wealth Accumulation, Recruiting, Team Building, Business Development, Consulting, Whole Life, Universal Life, Medicare, Financial Services, Financial Advisory, IRAs, Mutual Funds, Finance, Property, Small Business, Long Term Care Insurance, Brokers, Stocks, Leadership Development
Education
University of Maryland College Park 1999 — 2003
Pre-law Government and Politics
Queen Annes
WealthSpan Financial Group July 2015 - Present
AIG Financial Network March 2015 - July 2015
Merrill Lynch August 2013 - March 2015
First Citizens Bank August 2011 - January 2013
The Arc of Dallas June 2009 - November 2011
BB&T (formerly Colonial Bank) August 2009 - August 2011
Colonial Bank June 2006 - August 2009
AmSouth Bank January 2005 - June 2006
Dove Data Products March 2000 - January 2005
Dennis Schwartz & Associates January 1994 - March 2000
Skills
Sales Management, Customer Retention, Customer Service, Personnel Management, Property Management, Loans, Banking, Commercial Lending, Credit, Commercial Banking, Underwriting, Credit Analysis, Small Business Lending, Mortgage Lending, Portfolio Management, Management, Leadership, Sales, Finance, Strategic Planning, Business Development, Team Building, Financial Analysis, Small Business, Investments, Financial Services, Risk Management, Retail Banking, Insurance, Marketing, Consumer Lending, Forecasting
Education
Troy University in Montgomery 2006 — 2008
Business, Finance
WealthSpan Financial Group March 2015 - Present
Royal Alliance Associates INC March 2005 - July 2014
Hartford Equity Sales Company, Inc September 2003 - March 2005
Raymond James Financial - Jansson Financial Services June 2001 - September 2003
Edward Jones Investments April 1996 - June 2001
Atlanta Motor Lines October 1994 - March 1996
Education
Kennesaw State University 1986 — 1989
BBA, Finance
Columbia State Community College 1985 — 1986
Roswell High School 1980 — 1985
High School Diploma
JPMorgan Chase Bank N.A. January 2015 - Present
WealthSpan Financial Group July 2013 - December 2014
Wilbanks Securities, Inc January 2008 - August 2013
MidSouth Capital 2003 - December 2007
Berthel Fisher & Company Financial Services, Inc. September 2001 - 2003
IBM 1996 - 2000
IBM 1996 - 2000
Education
Ambassador University 1992 — 1996
Bachelor's degree, Business Administration and Management, General