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Rita Eileen Stikelether
Plus aucun poste en cours
Profil
Ms. Rita E.
Stikelether, CPA, is a Financial Advisor at HBK Sorce Advisory LLC.
She joined the firm in 2009.
She has years of experience in financial planning and investment management and is very involved with many community endeavors in the Fort Pierce/St. Lucie greater region.
Prior to joining the firms, Ms. Stikelether was President of Stikelether & Associates, P.A. She spends significant time consulting with clients and developing strategies for Social Security and retirement planning.
Ms. Stikelether earned an Associate in Arts Degree from Indian River State College and a Bachelor of Science Degree in Business Administration from the University of Georgia.
She is a Certified Public Accountant/Personal Financial Specialist.
She is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.
Anciens postes connus de Rita Eileen Stikelether
| Sociétés | Poste | Fin |
|---|---|---|
HBK Sorce Advisory LLC
 HBK Sorce Advisory LLC Investment ManagersFinance HBKS’ investment philosophy is based on the belief that diversifying their clients’ portfolios across many asset classes over time and through market cycles offers the best opportunity to achieve long-term wealth objectives. The firm utilizes sophisticated optimization and allocation models to create portfolios that consistently deliver quality after-fee, after-tax return for a given level of risk – or conversely, achieve a reduced level of risk for a specified, anticipated rate of return. | Gestionnaire de Portefeuille-Actions | 01/10/2019 |
Stikelether & Associates PA
 Stikelether & Associates PA Miscellaneous Commercial ServicesCommercial Services Provides accounting services | President | 31/12/2008 |
Formation de Rita Eileen Stikelether
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
81
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBKS’ investment philosophy is based on the belief that diversifying their clients’ portfolios across many asset classes over time and through market cycles offers the best opportunity to achieve long-term wealth objectives. The firm utilizes sophisticated optimization and allocation models to create portfolios that consistently deliver quality after-fee, after-tax return for a given level of risk – or conversely, achieve a reduced level of risk for a specified, anticipated rate of return. | Finance |
University of Georgia
 University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stikelether & Associates PA
Stikelether & Associates PA Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
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