Tia Wilson

Financial Designer at Universal Financial Consultants
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Tampa Bay Area

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Experience

  • Universal Financial Consultants
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Designer
      • Sep 2020 - Present

       Responsible for the creation of life insurance illustrations and using excel to create supplemental sales illustrations.  Communicating with financial advisors to analyze the client’s goals and finances to then recommend the best life insurance product for the client.  Specializing in Premium Financing, which is an advanced financial strategy that uses bank loans to fund Universal Life Insurance for wealthier clients.  Creating Life insurance Illustrations for tax free retirement Income and Estate Planning. Show less

  • University of South Florida
    • United States
    • Higher Education
    • 700 & Above Employee
    • Office Assistant
      • Sep 2019 - Sep 2020

Education

  • University of South Florida
    Master of Science - MS, Finance
    2021 - 2023
  • University of South Florida
    Bachelor of Science - BS, Econometrics and Quantitative Economics
    2018 - 2020

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