Bio
Generated by
Topline AI
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
-
-
-
-
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”
Looking to Create a Custom Project?
Get Started
Need a custom project? We'll create a solution designed specifically for your project.
References
Community
You need to have a working account to view this content.
Click here to join now