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Britni Wilcox
Client Development Leader at Trajan Wealth
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Work Experience
Oct 2018 - Present · 6 years and 3 months
Client Development Leader
Jul 2019 - Present · 5 years and 6 months
Client Development Specialist
Oct 2018 - Present · 6 years and 3 months
Operations Specialist
Jan 2017 - Oct 2018 · 1 years and 9 months
Company Details
51-200 Employees
Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As Registered Investment Advisors, we have the experience and knowledge to help navigate the ever-changing economic landscape. We dedicate the time needed to listen to your goals and educate you on your options. Speak to our fiduciary advisors today.
Year Founded
2012
Social Media
LinkedinFacebookTwitterInstagram
Industry
Financial Services, Business Financial Services
HQ Location
7702 E. Doubletree Ranch Road #100 Scottsdale, AZ 85258, US
Keywords
Money ManagementIncome PlanningAnnuitiesInsurance401(k) PlanningRetirement planningEstate PlanningWillsTrustsTax planning
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