Jack Yale, CFP®
St Louis
Summary
Experienced and affable financial advisor/planner with excellent communication skills and ability to maintain, build and cultivate client and co-worker relationships. Recently relocated back to St. Louis, MO from Charlotte, NC.
Overview
31
31
years of professional experience
Work History
Financial Advisor
Corebridge Financial
St Louis, MO
05.2024 - Current
Senior Financial Advisor
Vanguard’s Retail Investment Group
Charlotte, NC
11.2020 - 01.2024
- Gain a deep understanding of my clients’ unique needs and aspirations to confidently advise them on their financial goals and put investors on a path to a successful financial future.
Wealth Management Advisor
TIAA Individual Advisory Services
St Louis, MO
07.2014 - 10.2020
- Manage relationships and provide comprehensive ongoing financial planning to High Net Worth TIAA pension plan participants primarily with St Louis University & Washington University faculty, administrators, physicians and deans.
Financial Advisor
PNC INVESTMENTS
St Louis, MO
06.2010 - 06.2014
- Relationship Manager working with PNC Trust Company High Net Worth clients and prospects to maintain, build and develop client and prospect relationships. Serving as the “quarterback” of the client's PNC Wealth Management Team.
Financial Advisor
State Farm VP Management Corp
St Louis, Missouri
06.2009 - 06.2010
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Financial Advisor
THRIVENT INVESTMENT MANAGEMENT INC.
St Louis, Missouri
08.1995 - 05.2009
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Education
BBA - Marketing
University of Wisconsin - Milwaukee
Milwaukee, WIMaster of Science - Financial Services
The American College
Bryn Mawr, PASkills
- Financial planning presentation skills (Navi-Plan & Money Guide Pro)
- Retirement needs and objective analysis
- Insurance, banking and estate planning knowledge
- Pension plan advice
Timeline
Financial Advisor
Corebridge Financial
05.2024 - Current
Senior Financial Advisor
Vanguard’s Retail Investment Group
11.2020 - 01.2024
Wealth Management Advisor
TIAA Individual Advisory Services
07.2014 - 10.2020
Financial Advisor
PNC INVESTMENTS
06.2010 - 06.2014
Financial Advisor
State Farm VP Management Corp
06.2009 - 06.2010
Financial Advisor
THRIVENT INVESTMENT MANAGEMENT INC.
08.1995 - 05.2009
Master of Science - Financial Services
The American College
BBA - Marketing
University of Wisconsin - Milwaukee