Vickie Odom

Trust Compliance Officer at American Trust Retirement Planning - Dubuque, IA, US

Vickie Odom's Colleagues at American Trust Retirement Planning
Deborah H.

Senior Relationship Manager

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Kyle Cason

Plan Administrative Specialist

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Samantha Richardson

Retirement Services (Benefit Analyst)

Contact Samantha Richardson

Darrell Brock

Participant Services Representative

Contact Darrell Brock

Erica Lark

Contribution Specialist

Contact Erica Lark

Kristy Migirditch

Transition Services Supervisor

Contact Kristy Migirditch

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Vickie Odom's Contact Details
HQ
563-589-0875
Location
Company
American Trust Retirement Planning
Vickie Odom's Company Details
American Trust Retirement Planning logo, American Trust Retirement Planning contact details

American Trust Retirement Planning

Dubuque, IA, US • 250 - 499 Employees
Financial Services

Trustia Investment Advisory combine analytical ability, comprehensive fiscal knowledge and customer service skills to help clients define and reach their financial goals. We educate clients' financial goals and educating clients on various ways to accomplish them. This includes giving overviews of different investment types and explaining how each can benefit, or hinder, the client's objectives. Trustia main job:1. EducateWe are discussing clients' financial goals and educating clients on various ways to accomplish them. This includes giving overviews of different investment types and explaining how each can benefit, or hinder, the client's objectives.2. Determine Risk ToleranceWe help clients assess how aggressive they can be with their investments and the amount of risk they can bear. The adviser must consider the client's long- and short-term goals, family status, age, employment and expenses to give the most accurate advice.3. Provide Investment RecommendationsWe put forward an investment strategy that can best help the client meet their goals. This plan usually involves combining more than one type of investment. When the client experiences a life change, such as marriage, the birth of a child, a new job or retirement, investment advisers reassess the investment approach and recommend changes as necessary

Banking Finance Financial Services Financial Advisory Services
Details about American Trust Retirement Planning
Frequently Asked Questions about Vickie Odom
Vickie Odom currently works for American Trust.
Vickie Odom's role at American Trust is Trust Compliance Officer.
Vickie Odom's email address is ***@americantrustretirement.com. To view Vickie Odom's full email address, please signup to ConnectPlex.
Vickie Odom works in the Financial Services industry.
Vickie Odom's colleagues at American Trust Retirement Planning are Deborah H., Kyle Cason, Lisa Harden, Samantha Richardson, Darrell Brock, Erica Lark, Kristy Migirditch and others.
Vickie Odom's phone number is ["(614) 607-0733"]
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