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Austin Tharp

Austin Tharp

Finance Internship

Followers of Austin Tharp553 followers
location of Austin TharpWinter Haven, Florida, United States

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  • Timeline

  • About me

    Wealth Manager Serving Individuals and Businesses II Best of Haven Award Winner Recipient for Financial Adviser 2022, 2023, and 2024

  • Education

    • Polk State College

      2013 - 2015
      Associate of Arts - AA, Liberal Arts and Sciences/Liberal Studies 3.5

      Activities and Societies: Honors Program

    • Polk State College

      2016 - 2018
      Bachelor of Business Administration - BBA Business Administration and Management, General

    • Chain of Lakes Collegiate High School

      2013 - 2015
      High School Diploma 3.5

  • Experience

    • Ingram Financial Group

      Jan 2015 - Jan 2015
      Finance Internship

      -Comply with all policies and procedures of the firm-Assisting with Financial Plans and projections-Reviewing and updating client information

    • Aventail Wealth Management, LLC

      Mar 2016 - now

      -Maintained hundreds of client relationships by addressing their questions and concerns regarding their quantitative portfolios, brokerage accounts, business retirement accounts, and both Traditional and Roth IRA’s.-Executed client procedures such as required minimum distributions, check deposits, wire transfers, and account openings.-Participated in client meetings to review investment portfolios and financial planning goals.-Monitored the CRM database, updating new and existing client information and correspondence daily.Austin Tharp is a Investment Adviser Representative for Aventail Wealth Management, LLC, a state Registered Investment Adviser registered with the Florida Office of Financial Regulation. There are other regulatory agencies that may have limited regulatory jurisdiction over our business practices. The content on this website http://www.aventailwm.com/ is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general and educational information purposes only and does not intend to make an offer or be considered a solicitation for the purchase or sale of any specific securities, investments or investment strategies or as specific investment advice to any one individual or entity. Investments involve risk and unless otherwise stated are not guaranteed. Be sure to first consult with a qualified legal, tax and/or financial adviser before implementing any strategy discussed herein. Show less

      • Vice President

        Jul 2021 - now

      • Junior Portfolio Manager

        Jun 2020 - Jul 2021

      • Financial Services Associate

        Aug 2017 - Jun 2020

      • Intern

        Mar 2016 - Jul 2017

    • Six/Ten, LLC

      Jun 2023 - now
      Advisory Committee Member

      Providing feedback and input on Six/Tens future development for downtown Winter Haven.

  • Licenses & Certifications

    • Life Insurance License

      Florida Department of Financial Services
      Dec 2023

    • Series 65

      FINRA
      Jan 2021
      View certificate certificate

  • Honors & Awards

    • Awarded to Austin Tharp
      Best of Haven Award Haven Magazine Aug 2022 Every Year, Haven Magazine issues a best of edition. It lists best of in every category. From food to plumber. The community votes every year and they decide. My name was listed the most within the county and was awarded Best Of for Financial Adviser. I had no say in it at all.
    • Awarded to Austin Tharp
      BSA Wood Badge Boy Scouts Mar 2014 Completed the BSA Adult Leaders Wood Badge course and requirements Which includes 6 days of training and the completion of 5 service projects post-training course.Wood Badge is the highest and most advanced training course offered by the Boy Scouts of America. While it is rich in scouting history and tradition, participants will spend 6 full days and nights learning modern leadership theories.
    • Awarded to Austin Tharp
      Eagle Scout Boy Scouts of America 2011
    • Awarded to Austin Tharp
      Best of Haven Award Haven Magazine Every Year, Haven Magazine issues a best of edition. It lists best of in every category. From food to plumber. The community votes every year and they decide. My name was listed the most within the county and was awarded Best Of for Financial Adviser. I had no say in it at all.

  • Volunteer Experience

    • Fundraising Chairperson

      Issued by Lake Wales History Museum on Jun 2024
      Lake Wales History MuseumAssociated with Austin Tharp

    • Board Member

      Issued by Main Street Winter Haven on Aug 2022
      Main Street Winter HavenAssociated with Austin Tharp

    • Board Secretary

      Issued by Historic Ritz Theater on Aug 2022
      Historic Ritz TheaterAssociated with Austin Tharp

    • Volunteer Driver

      Issued by American Cancer Society on Nov 2019
      American Cancer SocietyAssociated with Austin Tharp

    • Eagle Scout Board of Review

      Issued by Boy Scouts of America on Aug 2019
      Boy Scouts of AmericaAssociated with Austin Tharp

    • Eagle Scout Project

      Issued by Boy Scouts of America on Jan 2011
      Boy Scouts of AmericaAssociated with Austin Tharp

    • Membership Chair, Endeavor Winter Haven

      Issued by Greater Winter Haven Chamber of Commerce on Sept 2020
      Greater Winter Haven Chamber of CommerceAssociated with Austin Tharp

    • Special Events Chair, Endeavor Winter Haven

      Issued by Greater Winter Haven Chamber of Commerce on Jan 2019
      Greater Winter Haven Chamber of CommerceAssociated with Austin Tharp

    • Membership Committee, Endeavor Winter Haven

      Issued by Greater Winter Haven Chamber of Commerce on Jan 2018
      Greater Winter Haven Chamber of CommerceAssociated with Austin Tharp

    • Community Outreach Chair

      Issued by Rotary International on Jan 2020
      Rotary InternationalAssociated with Austin Tharp