Andrew Stafford
President at Prevail Innovative Wealth Strategies- Claim this Profile
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Bio
Credentials
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Uniform Combined State Law Examination (Series 66)
North American Securities Administrators Association (NASAA)Jul, 2013- Nov, 2024 -
Lines of Authority - Variable Contracts
State of Kansas Department of InsuranceJun, 2013- Nov, 2024 -
Uniform Securities Agent Law Examination (Series 63)
North American Securities Administrators Association (NASAA)Jun, 2013- Nov, 2024 -
General Securities Representative Examination (Series 7)
Financial Industry Regulatory Authority (FINRA)May, 2013- Nov, 2024 -
Lines of Authority - Health
State of Kansas Department of InsuranceApr, 2013- Nov, 2024 -
Lines of Authority - Life
State of Kansas Department of InsuranceApr, 2013- Nov, 2024
Experience
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Prevail Strategies
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United States
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Financial Services
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1 - 100 Employee
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President
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Jun 2017 - Present
As President of Prevail Innovative Wealth Strategies, I lead a team of strategists who work with individuals to help them take control of their financial future. I believe we each have a part in building our future and must have a strategic plan to address future financial uncertainties such as tax rates, contribution limits and distribution restrictions. . As President of Prevail Innovative Wealth Strategies, I lead a team of strategists who work with individuals to help them take control of their financial future. I believe we each have a part in building our future and must have a strategic plan to address future financial uncertainties such as tax rates, contribution limits and distribution restrictions. .
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Forbes Finance Council
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United States
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Civic and Social Organizations
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1 - 100 Employee
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Member
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Jan 2017 - Present
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Chief Operating Officer
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Jan 2016 - Jun 2017
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Financial Advisor
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Jun 2013 - Jun 2017
As a Financial Advisor, I consult with Businesses and Individuals to strategically design, implement and achieve their financial objectives of dealing with wealth accumulation, alternative non-market based investments, tax reduction strategies, executive compensation, risk, corporate capital and retirement plan management.Lawing Financial & Qualified Plan Advisors offers 4 key distinctions with regard to retirement plans:1. Primary Fiduciary Services as a Registered 3(38) Fiduciary Investment Manager vs. 3(21) Co-Advisor Relationship.2. Complete "Open Architecture" Platforms absent of fund bias and hidden fees.3. Investor Education with face to face meetings to establish risk tolerance, enrollment, gap analysis, wealth strategies and regular investor reviews.4. Risk-Based Investment Portfolios providing "Do-It-For-Me" investment solutions with 5 risk-based models providing participants with professional money management. Show less
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Factory Motor Parts
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United States
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Motor Vehicle Manufacturing
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700 & Above Employee
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Executive Director of National Accounts
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Jan 2012 - Apr 2013
Established new partnerships with key focus accounts on a National Level such as Firestone, Big O Tires, Midas, Goodyear and more. Directed complete sales process from proposal, pricing/finance, marketing, operations, legal and client management. Managed a professional sales organization with both direct and in-direct line responsibility and exceeded channel objectives. Executed & launched infrastructure to support profitable sales growth to attain organizational strategic initiatives. Show less
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Vice President
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Mar 2004 - Mar 2012
Total P&L Responsibility of Sales & Operations with 9 director level reports, 500+ employees, 29 locations across 9 states. Led 2 acquisitions through to integration within region, attained positive change in net contribution, gross profit dollars and revenue. Reported monthly to operating board on P&L, location metrics and sales analyses of performance by channel, including action plans to achieve Corporate Objectives. Established short, medium and long range strategic market planning from a personnel, footprint and product offering standpoint for regions of responsibility. Show less
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Vice President of Aftermarket Sales
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Jan 2007 - Dec 2008
National Sales Responsibility with 9 director level reports, 70 sales people across 65 locations. Attained double digit revenue growth in 1st year in historically flat environment and continued accelerated sales improvements year over year. Re-engineered sales process and professional development training approach for the channel via "Needs Analysis and Presentation Style Selling" model.Established E&R's, core competency requirements, compensation and personal development plans for director level sales management while establishing required infrastructure. Show less
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National Sales Director Battery Division
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Mar 2005 - Jan 2007
Held Responsibility of Battery Division responsible for 6 direct reports and 24 sales personnel across 65 locations.
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Regional Sales Manager Battery Division
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Mar 2004 - Mar 2005
Regional P&L Responsibility for battery division.
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Straight Shot Express Neenah
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United States
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Transportation/Trucking/Railroad
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1 - 100 Employee
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Owner
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Jan 2000 - Jan 2004
Owner Responsible for 70 Employees in 3 Terminals Operating 60 Transportation Vehicles Nationwide. Owner Responsible for 70 Employees in 3 Terminals Operating 60 Transportation Vehicles Nationwide.
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Education
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The University of Kansas
Bachelor's Business Communications, Business Communications -
Rockhurst High School