Petra is a senior financial services professional dedicated to providing high-quality client service, analysis and reporting. She has been successful in assisting top-producing advisors and managing multiple assignments while meeting tight deadlines. Petra has experience in retirement planning, distribution planning, education funding, wealth and portfolio management, estate and tax planning, charitable giving, operations and general office administration. She is Series 7-, 63- and 66-licensed, and her specialties include client service and problem solving, financial planning software and reports, and special projects. Petra is also fluent in Czech.
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