Bonnie Humphrey is a eficient expert, who works in Wealth Planning Consultant as a Fiduciary and Trust Consultant from 2017. Bonnie has earned professional experience in more than eight positions at various companies. Bonnie Humphrey went to the University of Miami School of Law and got education from 1980 to 1983. Winter Park, Florida is the area, where the professional was lastly known to be living. The person's email address and number are accessed through this website by request.
Name variants:
Bonny Humphrey
Contact Information
Last Update
Jul 3, 2022
Email
bh**@aafmaa.com, bh**@mac.com
Location
Winter Park, FL
Company
Wealth Planning Consultant
Workplace
Fiduciary and Trust Consultant
Work History
Fiduciary and Trust Consultant
Experienced fiduciary manager with over thirty years experience in estate planning, wealth management and financial planning
from Jan 2017
Executive Vice President and Chief Fiduciary Officer
Chief Fiduciary Officer for Financial Planning, Investment Management and Trust Administration services for members of the American Armed Forces Mutual Aid Association (AAFMAA), an organizat...
Jul 2012 — Dec 2016
Senior Vice President and Senior Wealth Planning Strategist
420 Montgomery St, San Francisco, CA 94129
Work with each client's relationship manager to determine the best action plan and priority for client needs based on goals, objectives and current situation. Work with other members of the ...
Aug 2010 — Jul 2012
Senior Vice President
Senior Wealth Planner, supporting private bank relationship managers and their clients throughout the US, including cross border planning for multi-national families
2007 — Mar 2011
Education
1980 — 1983
1974 — 1975
1968 — 1972
Occupations
Lawyer
Fiduciary
Counselor
Executive
Manager
Accountant
Finance and Accounting Specialist
Executive Vice President
Survivor
Trust Law Attorney
Lawyer
Advisor
Operations Manager
Accounting Bookkeeper
Bookkeeper
Vice President
Chief Executive
Reality Show
Skills
Estate Planning
High Net Worth Individuals
Wealth Management Services
Investment Management
Wealth
Wealth Management
Insurance
Asset Management
Asset Allocation
Retirement Planning
Philanthropy
Financial Planning
Trusts
Special Needs Trusts
Trust Services
Trust Management
Personal Trust Administration
Strategic Financial Planning
Financial Advisory
Asset Managment
Mutual Funds
Series 63
Private Banking
Investment Strategies
Relationship Management
Financial Risk
Bonds
Fixed Income
Portfolio Management
Management
Investments
Risk Management
Financial Services
Banking
FAQs about Bonnie Humphrey
What is the main profession of Bonnie Humphrey?
This professional's job is Fiduciary and Trust Consultant
What are the profession of The professional?
These person's professions are Lawyer and Fiduciary
Where does Bonnie Humphrey currently live?
Winter Park, Florida is the place where Bonnie Humphrey lives
What is the professional's email?
The expert's email is bh**@aafmaa.com and bh**@mac.com.
How many companies did Bonnie Humphrey work at?
Bonnie Humphrey worked at eight jobs.
What education does Bonnie Humphrey have?
Bonnie studied at the University of Miami School of Law from 1980 to 1983.
Are there any professional industries Bonnie Humphrey works in?
This professional works in Financial Services industry.
Are there any special skills Bonnie Humphrey has?
Bonnie Humphrey has the following skills: Estate Planning, High Net Worth Individuals, Wealth Management Services, Investment Management, Wealth, Wealth Management, Insurance, and Asset Management.