Bagby Wealth Management Announces Rhonda Hall, Investment Consultant
Dexter, Missouri - Bagby Wealth Management is pleased to announce that Rhonda Hall is now an Investment Consultant.
Rhonda joined Bagby Wealth Management in 2004 and brings 10 years of financial experience to the team. She is a graduate of Southeast Missouri State University where she earned a Bachelor of Science Degree in Business Administration as well as a 2-year Certificate in General Business. Following college, Rhonda continued her studies and advanced her career by becoming a Registered ParaplannerSM through the College for Financial Planning as well as completing additional courses in Finance through Missouri State University in Springfield. She draws on her education in Business Administration as well as her industry knowledge, experience and administrative skills in fulfilling her role at Bagby Wealth Management.
Rhonda will be leaving her previous role as Executive Assistant to Mike Bagby to further her career as an Investment Consultant within the firm. She will continue to hold her certification as a Registered ParaplannerSM . Rhonda holds a Series 65 license for passing the Uniform Investment Advisor Law Examination.
Rhonda’s time is devoted to analyzing critical client and account data, preparing projections, comparisons and reports, and conducting financial product and investment research. She will continue to utilize these skills to assist her in her role as an Investment Consultant. She has played an integral role in supporting the financial planning and investment management needs of both the firm’s clients and advisors.
Rhonda is a native of Dexter, Missouri where she and her husband Gary raised their two sons, Eric and Landon. She is a member of First Baptist Church in Dexter. Rhonda spends her free time with her grandchildren – Koghen, Ryleigh, and Bently. Her favorite pastime activities include fishing, hunting, and camping with family and friends.
With over 30 years of serving the Dexter community, Bagby Wealth Management is committed to providing clients with tactical, strategic advice, and wealth management services to build, preserve, and utilize wealth.
Date: January 05th 2015