Regional Vice President
American Funds sells mutual funds you could bring home to meet your parents: the funds are always described with words like "steady," "solid," and "dependable." In the late 1990s, when the bull market was roaring, steady sounded too much like dull, and sales of American Funds lagged. But in the current climate, with memories of a brutal bear market and mutual fund scandals still fresh in the minds of investors, steady has become sexy. Which goes a long way toward explaining why American Funds is the hottest mutual fund company in the nation. For the third year in a row, American Funds is attracting more money than its competitors by a wide margin. In the first seven months of this year, investors poured $55 billion into the company's funds, well ahead of Vanguard Group, which sold $39 billion worth of funds, and Fidelity Investments at $19 billion.
I am a Wholesaler with American Funds covering the states of Southwest IN, Western KY, and Southern IL. With more than 16 years of financial services experience, I provide information, training, tools and motivation to financial professionals to help them succeed in growing and sustaining their practices.I can bring knowledge and awareness to your business in the areas of mutual funds, employer sponsored retirement plan solutions, relevant market insights and college planning. Through consultative meetings, investor presentations, industry knowledge and insight, I offer advisors personalized attention and resources that can help achieve their goals.Services offered:- 401(k) and 529 Plan prospecting ideas- Investment updates, investment management and portfolio construction ideas- Resources and strategies for prospecting and simplifying your book of businessAt American Funds, we believe working with an experienced provider can be a key competitive advantage. Contact me for help in your financial advisory business!
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