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Cindy Story

Account Manager at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">State Farm ®</span>
Intro Book
Cindy Story is a seasoned Financial Advisor with 5 years of experience at State Farm, 3 years at Texas Financial and Retirement, and a decade-long career spanning investments, retirement planning, and financial advisory services.
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Location
Tyler, Texas, United States, US
Skills
  • Investments
  • Retirement
  • Retirement Planning
  • Investment Strategies
  • Investment Advisory
  • Show all
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Bio

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Cindy Story is a seasoned financial expert with a proven track record in investments, retirement planning, and estate planning. With over 20 years of experience, she has established herself as a trusted authority in the field, providing personalized advisory services to clients across the Tyler, Texas area. As a licensed Financial Advisor, Cindy has held senior roles at top firms, including Edward Jones and Texas Financial and Retirement. Her expertise spans a range of areas, including investment strategies, fixed annuities, mutual funds, and retirement planning. She is also a Series 7 licensed professional, ensuring clients receive the highest level of guidance and support. Cindy's dedication to customer service has earned her a reputation for building long-lasting relationships with her clients. With a strong background in financial planning and investment advisory, she is well-equipped to help individuals achieve their financial goals and secure a secure retirement.

Experience

  • State Farm ®
    • Tyler, Texas Area
    • Account Manager
      • Jul 2019 - Present
      • Tyler, Texas Area
  • Texas Financial and Retirement
    • Financial Advisor
      • Mar 2016 - Jul 2019
  • Edward Jones
    • Tyler, Texas Area, United States
    • Financial Advisor
      • Dec 2013 - Jan 2014
      • Tyler, Texas Area, United States

      I started 1997 at Merrill Lynch where I was a Senior Registered Client Associate. In 2013 I was thrilled to join the Edward Jones team as a Financial Advisor.

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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