Laveer Wealth Management

Team

Connie Kittrell

Connie Kittrell

Paraplanner

Qualifications

  • Fifteen years experience in financial services industry
  • FINRA Series 7 and Series 66 licensed
  • MS State Life, Health, Accident and Variable Products licensed
  • Bachelor of Science, Finance and Economics, William Carey University - 1997

Roles & Responsibilities

  • Connie has been with Ameriprise and Elsbeth H. Welch since November 2003. She plays a vital role in multiple practice operations in her responsibilities as a licensed paraplanner.
  • Connie is in charge of financial plan development, securities trading and general account transactions, client correspondence, licensing and compliance maintenance, and information technology.
  • She also provides support with appointment and application preparation and follow up, advisor website and newsletter maintenance, and marketing.
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Shay Malpass

Shay Malpass

Administrative Assistant