I am a dedicated Financial Advisor at Prudential, working with an incredible team of certified financial planners to help clients achieve their financial goals with a sense of security and trust. My career began in Manhattan with Citi’s Personal Wealth Management, and I later transitioned to Prudential to build my business out on Long Island in order be closer to my family and hometown in Huntington New York. For me, true fulfillment in my work comes from forming meaningful relationships that go beyond the numbers, I aim to become a trusted part of my clients' lives providing value and assistance however needed. I am a value-driven professional focused on financial advisement, operations, and services. As a self-starter with a passion for creating efficient teams and workflows, I deliver exceptional client service by listening to clients' needs and providing personalized solutions. My dedication to integrity, clear communication, and professionalism ensures that each client interaction is of the highest quality. At Prudential, my commitment to fostering positive relationships aligns perfectly with the firm’s mission of helping clients achieve financial security. Outside of work, I enjoy surfing, golfing, and skiing, which keep me balanced and connected to my community.
Jake Miller , Prudential