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Exceptionally trusted; proven professional excellence.

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Brittany's Career Path
Independent Financial AdvisorJan. 2025 -
Present
GFI Global Financial ImpactIndependent Financial Advisor
Florida, United StatesClient Relationship Management: Build and maintain long-term relationships with individual clients and small businesses. Conduct regular financial reviews to ensure clients’ financial plans align with their evolving needs and goals. Financial Planning and Advice: Provide personalized financial advice on investments, insurance, retirement planning, tax strategies, and estate planning. Analyze ...
Financial AdvisorNov. 2024 -
Present

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