Peterson Rollings

Peterson Rollings

Financial Adviser/Executive Assistant/Procurement/Sourcing/Negotiations.
 

    Summary

    A graduate of the University of South Africa (UNISA). With over 15 years of experience in the financial services industry. Experienced in the fields of financial planning, retirement planning, annuities, asset management and cash management. Extensive knowledge of the wealth management process which identifies client's financial needs, goals and sensitivity to risk. Hold a Series 7, Series 66 and Life & Variable Annuities License. •Identify individual & business owners’ goals and concerns through a consultative process. •Leveraged the global resources of the firm to gather assets, build relationships and reach goals. •Marketed company’s products and services to prospects & clients. •Recommended insurance, variable annuities, mutual funds, stocks, bonds, CDs, cash management products and managed money products when appropriate. •Educated and counseled clients to use money management tools such as asset allocation, diversification and re-balancing to help minimize risk and maximize returns. •Facilitated the use of other trusted advisers, such as CPAs & attorneys when dealing with complex planning issues.