nina avery

senior associate

About

Nina Avery, CFP ® 20 years of financial industry experience. Certified Financial Planner ™ professional since 2005. My primary focus has always been sharing what I know by educating others, providing great service and adding value. I won the prestigious Merrill Lynch President’s award for creating and implementing a comprehensive training program in Washington DC. I was also awarded the Chairman’s club and Executive club awards for my commitment, service and dedication to sharing my knowledge and helping others. In 2008, I created an education program called Passport, where I taught financial awareness and life skills to teens. My other areas of expertise include insurance and financial planning, social security benefit analysis, employee benefits and 401k plans.

Country

united states

City

orlando

Industry

financial services

Skill

holistic financial planning, financial analysis, teaching, strategic planning, 401k rollovers, public speaking, estate planning, financial literacy training, social security, negotiation, research, budgets, customer service, strategic financial planning, guaranteed lifetime income, tax free retirement planning, annuity expert, retirement income planning expert, leadership, training, team building, entrepreneurship, marketing strategy, program management, social networking, investments, retirement, management, wealth, project planning, wealth management, finance, insurance, small business, fixed annuities, financial planners, retirement planning, financial planning

Experience

senior sales associate

merrill lynch

1997-1 - 2006-1 · 9 yrs 1 mo

qualified safe money advisor, financial literacy educator and safe money pro

avery safe money solutions

2006-8 - 2014-9 · 8 yrs 2 mos

Initially established in 2006 as Avery Wealth Management Solutions. We changed our name to Avery Safe Money Solutions in 2013 to better represent our mission to educate and help families and businesses change the way they save and invest.