ChfcFeeOnly Financial Planner Arcelia Wicker Email & Phone Number | KNOWLEDGE, SKILLS, AND EXPERTISE: Financial Planning and Data Analysis: • Determined client goals and priorities based on client statements in discovery meeting. • Constructed an investment management portfolio based on risk tolerance using Morningstar. • Created different client retirement scenarios in eMoney determining likelihood of success. • Analyzed life insurance gaps and made recommendations for clients. • Examined client cash flow management and identified areas of savings to allocate towards financial goals. • Efficiently executed 5M operational budget for a healthcare facility, identified and eliminated 300K in redundancies. Building Compassionate Relationships and Active Listening: • Coordinated financial literacy classes for 50 participants in underserved communities and provided personal finance guidance and mentorship. • Provided financial counseling through debt reduction strategies, cash flow management and forecasting and analysis as part of career development to staff members and patients. • Directed diversified teams and increased access to medical care for 8K personnel through collaboration with other organizations and leveraging existing medical resources. • Analyzed the needs of the customer through town halls and feedback and improved their experience through streamlined and efficient processes, emphasizing customer service and education programs. Leadership, Development, and Communication on Multidisciplinary Teams: • Developed comprehensive business plans and provided vital informatics to guide decision making to produce better outcomes. • Led collaborative efforts with staff, payer representatives (foreign embassies/third party administrators and ministries of health), patients/families, and outside vendors and contractors. • Designed framework to support global healthcare projects, synchronizing with embassies, local public health departments and international partners. • Managed administrative functions of a geographically dispersed headquarters staff. • Improved software program deliverables that tracked hundreds of projects globally by streamlining the production and review processes. • Marshalled preeminent in-patient and outpatient care through effective administrative and training of multi-disciplinary staff members.

ChfcFeeOnly Financial Planner Arcelia Wicker

KNOWLEDGE, SKILLS, AND EXPERTISE: Financial Planning and Data Analysis: • Determined client goals a...
Hampton Roads, Virginia Metropolitan Area, United States

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ChfcFeeOnly Financial Planner Arcelia Wicker’s Email chfc@baycapitaladvice.com

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ChfcFeeOnly Financial Planner Arcelia Wicker’s Location Hampton Roads, Virginia Metropolitan Area, United States

ChfcFeeOnly Financial Planner Arcelia Wicker’s Current Industry Bay Capital Advisors

ChfcFeeOnly Financial Planner Arcelia Wicker’s Prior Industry Navy Environmental And Preventive Medicine Unit Two | Financial Planning Association | Navy Medicine Readiness And Training Command | Bureau Of Medicine And Surgery | Naval Hospital Beaufort | Us Naval Hospital Sigonella | Naval School Of Health Sciences

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Work Experience

Bay Capital Advisors

Financial Advisor

2023-02-01 00:00:00 - Present

Navy Environmental And Preventive Medicine Unit Two

Senior Manager

2020-08-01 00:00:00 - 2022-06-01 00:00:00

Financial Planning Association

Financial Planning Association Virtual Externship

2021-06-01 00:00:00 - 2021-07-01 00:00:00

Navy Medicine Readiness And Training Command

Senior Manager

2018-06-01 00:00:00 - 2020-07-01 00:00:00

Bureau Of Medicine And Surgery

Senior Global Health Strategist

2014-05-01 00:00:00 - 2018-05-01 00:00:00

Naval Hospital Beaufort

Business Director

2009-04-01 00:00:00 - 2012-03-01 00:00:00

Us Naval Hospital Sigonella

Health Plan Administrator

2006-04-01 00:00:00 - 2009-04-01 00:00:00

Naval School Of Health Sciences

Chief Financial Officer

2003-12-01 00:00:00 - 2006-03-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About ChfcFeeOnly Financial Planner Arcelia Wicker

ChfcFeeOnly Financial Planner Arcelia Wicker is located at
Hampton Roads, Virginia Metropolitan Area, United States

ChfcFeeOnly Financial Planner Arcelia Wicker is a KNOWLEDGE, SKILLS, AND EXPERTISE: Financial Planning and Data Analysis: • Determined client goals and priorities based on client statements in discovery meeting. • Constructed an investment management portfolio based on risk tolerance using Morningstar. • Created different client retirement scenarios in eMoney determining likelihood of success. • Analyzed life insurance gaps and made recommendations for clients. • Examined client cash flow management and identified areas of savings to allocate towards financial goals. • Efficiently executed 5M operational budget for a healthcare facility, identified and eliminated 300K in redundancies. Building Compassionate Relationships and Active Listening: • Coordinated financial literacy classes for 50 participants in underserved communities and provided personal finance guidance and mentorship. • Provided financial counseling through debt reduction strategies, cash flow management and forecasting and analysis as part of career development to staff members and patients. • Directed diversified teams and increased access to medical care for 8K personnel through collaboration with other organizations and leveraging existing medical resources. • Analyzed the needs of the customer through town halls and feedback and improved their experience through streamlined and efficient processes, emphasizing customer service and education programs. Leadership, Development, and Communication on Multidisciplinary Teams: • Developed comprehensive business plans and provided vital informatics to guide decision making to produce better outcomes. • Led collaborative efforts with staff, payer representatives (foreign embassies/third party administrators and ministries of health), patients/families, and outside vendors and contractors. • Designed framework to support global healthcare projects, synchronizing with embassies, local public health departments and international partners. • Managed administrative functions of a geographically dispersed headquarters staff. • Improved software program deliverables that tracked hundreds of projects globally by streamlining the production and review processes. • Marshalled preeminent in-patient and outpatient care through effective administrative and training of multi-disciplinary staff members.

ChfcFeeOnly Financial Planner Arcelia Wicker currently works in the Bay Capital Advisors |

No Languages Available

ChfcFeeOnly Financial Planner Arcelia Wicker has prior
experience in the following industries:
Navy Environmental And Preventive Medicine Unit Two | Financial Planning Association | Navy Medicine Readiness And Training Command | Bureau Of Medicine And Surgery | Naval Hospital Beaufort | Us Naval Hospital Sigonella | Naval School Of Health Sciences

ChfcFeeOnly Financial Planner Arcelia Wicker has the following professional experience:
Bay Capital Advisors | Navy Environmental And Preventive Medicine Unit Two | Financial Planning Association | Navy Medicine Readiness And Training Command | Bureau Of Medicine And Surgery | Naval Hospital Beaufort | Us Naval Hospital Sigonella | Naval School Of Health Sciences

You can view ChfcFeeOnly Financial Planner Arcelia Wicker’s LinkedIn profile at LinkedIn URL

ChfcFeeOnly Financial Planner Arcelia Wicker’s work email
addresses are
chfc@baycapitaladvice.com

Bay Capital Advisors |