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Christie Mumpower
Senior Client Service Associate at Joyn
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Work Experience
Mar 2017 - Present · 7 years and 10 months
Senior Client Service Associate
Feb 2018 - Present · 6 years and 11 months
Client Service Associate
Mar 2017 - Feb 2018 · 11 months
Registered Client Service Coordinator
Oct 2014 - Feb 2017 · 2 years and 4 months
Company Details
11-50 Employees
Our industry is starting to learn about behavioral science, but it was 2004 when we began re-engineering our firm to deliver Behavioral Wealth Management. We realized our industry's "strictly by-the-digits" approach was broken. "More money" wasn't improving our clients' lives as they expected because money alone isn't the answer. USING it to build a meaningful, joyful, even extraordinary life - to us, that's the point. And since we build our lives one choice at a time, we sought to help clients make better decisions. So our model merges superior wealth management with - Behavioral science (behavioral economics & finance, neurobiology, psychology) - Expertise in stress & decisions to help mitigate their effects - Navigating intricate life events (eg retiring, changing careers, selling a business, caring for relatives, transferring wealth) - Our "passion for the human factor." We also applied our model to company operations, since investment pros also make major financial decisions under stress. When you hire us, we endeavor to make your life better. 5 STAR ATLANTA WEALTH MANAGER - 11 advisor recipients (78% of advisory team), 2017 (+ previous years based on advisor) FINANCIAL TIMES FT300 Top Registered Investment Advisors '16, '15, '14 BARRON’S: CEO David Geller, America’s Top Advisors '14, '12, '11, '10, '09 REP. MAGAZINE: Top 100 US Registered Investment Advisors '14 FINANCIAL ADVISOR: Top National Investment Advisors '15, '14, '12, '11 ADVISORY HQ Highest Rating - Top Rated Innovative Financial Advisor, Atlanta '16, '15 To learn more, visit https://joynadvisors.com. Investment Advisory Services offered through JOYN Advisors, Inc. Registered Investment Advisors. Insurance offered through JOYN Atlanta, Inc. Securities offered through Securian Financial Services, Inc. Member FINRA/SIPC. JOYN Advisors, Inc. and its affiliate JOYN is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.
Year Founded
1991
Social Media
Linkedin
Industry
Financial Services
HQ Location
1100 Abernathy Rd NE 500 Northpark Suite 500 Atlanta, GA 30328, US
Keywords
behavioral wealth managementinvestment managementwealth managementfinancial planningfinancial advisorestate planningbusiness exit strategiesinvestment advisorfinancial plannertax strategies
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