Experience

Movement Financial Group LLC

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder & Principal

  • Jan 2022 - Present

  At Movement Financial Group we approach financial strategies with a holistic focus. We start by assessing individuals' financial needs, finding what's important to them, and helping them prioritize strategies for short- and long-term financial goals. We take a holistic approach to your relationship with money and focus on the areas of: - Forward looking tax strategies - Insurance planning - Investment planning - Wealth Transfer Advice - Estate planning - Cash flow planning Any testimonials on this site are based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Movement Financial Group LLC is not owned or operated by New York Life Insurance Company or its affiliates. Movement Financial Group LLC does not provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. 1213 Culbreth Dr Suite 459 Wilmington, NC 28405 Show less



NYLIFE Securities LLC

• United States
• Financial Services
• 700 & Above Employee

• Financial Services Professional

  • Mar 2018 - Present

  I work with individuals and businesses through a needs-based approach to help them properly determine their needs. As a Registered Representative offering securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), I am able to provide a wide offering of various investment products to help meet the needs of my clients. These products can include variable insurance and annuity products, mutual funds, and 529 college savings plans. Neither New York Life Insurance Company nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Show less



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Agent - Life Insurance, Annuities, Disability and Long Term Care Insurance

  • May 2017 - Present

  As a licensed agent providing insurance solutions through New York Life Insurance Company, I work with individuals, families, and businesses using a needs based approach to properly assess and determine what their life insurance or long-term care planning needs are. As a licensed agent providing insurance solutions through New York Life Insurance Company, I work with individuals, families, and businesses using a needs based approach to properly assess and determine what their life insurance or long-term care planning needs are.