Brent Best
Experience
Financial Advisor Fourth Avenue Financial
Assist 150 clients with tax, retirement savings, investment, and insurance needs by evaluating current standing and advising on appropriate solutions. Encourage strategic money management by providing clients with documentation on strategies. Certified Series 7, 63, 65 and Health and Life Insurance Licensed.
March 2000 – October 2017
Financial Advisor Wells Fargo Advisors
Assist 150 clients with tax, retirement savings, investment, and insurance needs by evaluating current standing and advising on appropriate solutions. Encourage strategic money management by providing clients with documentation on strategies. Certified Series 7, 63, 65 and Health and Life Insurance Licensed.
May 1993 – October 1999
Marketing Equipment Manager Pepsi Company
Responsible for equipment rental, sales, and delivery. Prior position included Account Development Representative.
Education
May 1993 – August 1998
Bachelor’s of Administration in Finance and Economics
Marshall University
Skills
Data analysis
Project management
Communication
Organization
Problem solving
Assertive
Interests
Hunting, fishing, and outdoors.
Contact
408 Wymer Rd
Charleston, WV 25313