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People  >  Profile




Anthony Vlachos
www.upworld.com/anthonyvlachos
Long Island, NY
Finance > Financial Advisor, Investments


Wizdom Tree Benefits Solutions
Agency Benefits Director
Self-employed
2011 is the year to review all your current Insurance and Retirement strategies.
  
PORTFOLIOview all
 
CONTACT INFO
 
Join UPworld to connect to Anthony Vlachos
 
WORK EXPERIENCE
 
Company
Title:Agency Benefits Director
Company Name: Wizdom Tree Benefits Solutions
Start Date:May 2007
End Date:Currently working
Company Size:0-5
Company Type:Self-employed
 
A strategic alliance representing a positive buisness strategy for today's difficult economic environment in the area of group benefits and services.

Specializing in employer sponsored and voluntary group benefits.

" The Benefits of Experience "

 
 
Title:Financial Adviser
Company Name:MetLife
Start Date:Jan 2007
End Date:Currently working
Company Size:101-200
Company Type:Public
 
 
Experience Level
 
Expertise: Group Benefits:
Health Insurance, RX, Vision
Consumer-Driven Health Insurance Options - HRA, HSA, MSA and FSA Group Dental
Group Life / AD&D (for employees, spouses and dependents)
Group Long & Short Term Disability Income Insurance
Group Term Life Insurance
Group Long Term Care Insurance
Voluntary Permanent Life Insurance (Whole Life, Universal and Variable)
Section 125 Administration
Voluntary Benefits
Corporate Sponsored College Saving Plans ( 529 Plans )
Workforce Financial Planning/ Retirement Seminar Programs
PEO ( Professional Employer Organization ) Access
Fully Integrated HR Solutions

Group Retirement Solutions:
401(k)
403(b)/Tax Sheletered Annuities
SIMPLE IRAs, SEP IRAs
Defined Contribution & Benefit Plans
Profit Sharing Plans
Pension Plans
Non-Qualified Deferred Compensation Plans

Executive Incentive Plans & Business Continuity Strategies:
Executive Bonus Plans
Split Dollar Plans
Buy-Sell Agreement Funding
Disability Buy-Out Plans

Executive / Individual Benefits:
Life Insurance
Disability Insurance Carve Out
Long Term Care Insurance
Retirement & Financial Planning
(Mutual Funds, Brokerage Accounts, Wealth Management Accounts) Investment Services,
Estate Analysis/Conservation
 
Skills: Asset Allocations
Risk Management
Business Needs Analysis
Financial Needs Analysis
Wealth Accumulation
 
CREDENTIALS
 
Awards
 
Title:Delta Mu Delta
Awarded By:Dowling College
Date:Apr 2008
Description:Business Administration. Dowling College
 
 
Title:Who's Who Among Jr. Colleges
Awarded By:Who's Who
Date:Jan 2003
Description:Valencia College, Orlando FL
 
License
 
Type:Life
License Number:Life Products
Notes:Licensed in New York, Virginia, North Carolina, Connecticut, Maryland
 
Type:Health
License Number:Health Products
Notes:Licensed in New York, North Carolina, Connecticut, Maryland.

I represent all major Carriers.
 
Type:Securites & Variable
License Number:6 & 63
Notes:Licensed in New York, Virginia, North Carolina, Maryland
 
EDUCATION
 
School:Dowling College
Degree:Studying for ChFC
Study Field:Financial Planning
Description:Chartered Financial Consultant
 
School:Valencia
Date Graduated:Jan 2009
Degree:Associates
Study Field:Business
 
School:Dowling College
Date Graduated:May 2007
Degree:BBA
Study Field:Marketing, Accounting, Finance
 
GROUPS AND ASSOCIATIONS
 
Group:Huntington Chamber of Commerce
Start Date:Jan 2011
Description:The Chamber is dedicated to serving the needs of its members through government advocacy, networking, community development and education. In fulfillment of its service and community goals, the Chamber develops public policy positions; provides networking opportunities to create a stronger business environment; collects and analyzes data for dissemination of vital information and promotes economic development, job growth, education and an enhanced quality of life for all Long Islanders.
 
Group:Suffolk County Minority Business Development Council
Start Date:Jan 2010
Description:SCMBDC is dedicated to the development, growth and sustainability of local small minority-owned businesses.
 
Group:Sports Day Festival
Start Date:Jan 2007
Description:Annual Sports Festival benefiting children oriented charities, including the Ronald McDonald House, Schnieder Chidlren's Hospital and the Marty Lyons Foundation.
 
Group:Gerontology Professionals of New York
Start Date:Jan 2007
Description:GERONTOLOGY PROFESSIONALS OF NEW YORK (GPNY) is a business oriented and networking organization comprised of professionals who service the needs of the senior community. The focus of GPNY is to provide networking opportunities for its members and to educate them on practical business issues that will help them to better run and grow their businesses.
 
GOALS AND INTERESTS
 
Career Goals: My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals.my personal goal is to become a lifetime resource for each and every client.
 
Personal Interests: Learning as much as I possibly can.