Hayden Ericks
Financial Planning Associate at Blue Trust- Claim this Profile
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Bio
Experience
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Blue Trust
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United States
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Financial Services
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1 - 100 Employee
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Financial Planning Associate
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Aug 2023 - Present
Orlando, Florida, United States Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to clients across the wealth spectrum. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies •… Show more Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to clients across the wealth spectrum. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting
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Financial Planning Associate
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Aug 2021 - Jul 2023
Atlanta, Georgia, United States
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Financial Planning Intern
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May 2021 - Jul 2021
Atlanta, Georgia, United States
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Center for Financial Literacy - Liberty University
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United States
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Financial Services
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1 - 100 Employee
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Peer Financial Coach
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Aug 2021 - May 2023
Lynchburg, Virginia, United States
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Student Asset Management Fund (SAM Fund)
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United States
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Investment Management
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1 - 100 Employee
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Portfolio Manager
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Aug 2020 - May 2021
Lynchburg, Virginia, United States
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Mountain-Bishop Private Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Wealth Management Intern
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Jun 2020 - May 2021
Long Beach, California, United States
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Strategic Intelligence Society
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United States
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International Affairs
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1 - 100 Employee
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Security Analyst
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Aug 2019 - Aug 2020
Lynchburg, Virginia, United States
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City of Lakewood, CA
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United States
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Government Administration
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1 - 100 Employee
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Recreation Leader II
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May 2019 - Jun 2020
Lakewood, California, United States
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Student Recreation Assistant
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May 2017 - May 2019
Lakewood, California, United States
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Youth Sports Official
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May 2017 - Mar 2018
Lakewood, California, United States
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Liberty University
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United States
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Higher Education
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700 & Above Employee
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Marketing Office Assistant
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Jan 2020 - Mar 2020
Lynchburg, Virginia, United States
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Education
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Liberty University
Bachelor's degree, Business Administration: Financial Planning -
Valley Christian Schools