Home
Our Team
What We Do
Our Services
Clients We Serve
Our Work
In the News
Contact Us
✕
WFA Biography - Development Form
Please enable JavaScript in your browser to complete this form.
1. Name
*
2. Preferred name
(e.g., Joe in place of Joseph)
3. Title(s)
*
4. Designation(s)
Select One
AAMS®
ADPA®
ARPC
CAIA
CEBS
CAP®
CFA
CFP®
ChFC®
CIC
CIMA®
CLU®
CMFC®
CRC®
CRPC®
CRPS®
FLMI
FSA
FSCP®
LUTCF
MAAA
PFS
PMP®
QKA
QKP
RICP
TGPC
No Designations
Add multiple designations?
Yes
No
Designations
AAMS®
ADPA®
ARPC
CAIA
CEBS
CAP®
CFA
CFP®
ChFC®
CIC
CIMA®
CLU®
CMFC®
CRC®
CRPC®
CRPS®
FLMI
FSA
FSCP®
LUTCF
MAAA
PFS
PMP®
QKA
QKP
RICP
TGPC
5a. Branch Address
*
(Street address, City, State)
5c. WFA E-mail Address
*
6. Years of Industry Experience
*
Include all years of experience in financial services, regardless of role.
7. Why are you passionate about what you do? What is the "why" behind what you do? How did you get into this business?
*
Example
: Both of my parents were high school teachers, so I always knew I wanted to work in a career in which I could help people through education. As a “financial educator,” I help my clients turn long-term financial dreams and life goals into a reality through sound financial planning.
8. Area(s) of Focus
*
Example
: Asset management, estate planning strategies, retirement planning, work with clients in a specific field (medical, academic, research, etc.)
9. Educational Background
*
Example
: Bachelor’s degree in Finance from the University of North Carolina, MBA from Davidson College
10. Charitable Causes / Board Memberships
*
Example
: Former Treasurer for the Ronald McDonald House of Charlotte, Current Board Member for Veterans Bridge Home, and regularly volunteer with my family at Hands On Charlotte.
11. Personal Details
*
Example
: I live in Charlotte with my husband, Tim, and our two sons, Daniel and David. In my free time, I enjoy gardening, playing tennis, and helping coach my son’s little league baseball team. We have two Labrador Retrievers that we enjoy taking on hikes, which is one of our favorite ways to stay active.
12. One Or Two Things Unique to You – Personal or Professional
*
Example
: I grew up on an army base in Germany, and I speak German, French, and English.
Any questions or comments you’d like to direct to SKY or WFA as we develop your biographies.
Message
Submit