Veruschka Halligan, CFP®

Senior Implementation Manager, Southern Group Management

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Nashville, Tennessee, United States

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Timeline
About me
Vice President, Wealth Planner
Education
- University of Georgia - Terry College of Business
  2017 - 2018
  Executive Program in Financial Planning
- University of Central Florida
  -
  Bachelors of Science in Business Administration Concentration in Finance
Experience
- Charles Schwab & Co., Inc
  Nov 1993 - Nov 2004
  Senior Implementation Manager, Southern Group Management
- SunTrust Private Wealth Management, Medical Specialty Group
  Sept 2011 - Feb 2021
  Vice President, Client Advisor
- Truist Wealth
  Feb 2021 - May 2023
  Vice President, Wealth Advisor
- Baird
  May 2023 - now
  Vice President, Wealth Planner
Licenses & Certifications
- Certified Financial Planner (CFP)
  CFP Board
  Aug 2019
Volunteer Experience
- Silent Auction Committee
  Issued by The Ensworth School on Jan 2010
  Associated with Veruschka Halligan, CFP®
- Auction Commitee, Heart Gala
  Issued by American Heart Association on Jan 2009
  Associated with Veruschka Halligan, CFP®
- Symphony Ball Committee
  Issued by Schermerhorn Symphony Center on Jan 2007
  Associated with Veruschka Halligan, CFP®
- Patrons Party Committee
  Issued by Antique and Garden Show on Jan 2006
  Associated with Veruschka Halligan, CFP®
- Safe Haven Family Shelter
  Issued by Fundraising Volunteer on Jan 2015
  Associated with Veruschka Halligan, CFP®
- Ballet Ball Committee
  Issued by Nashville Ballet on Jan 2016
  Associated with Veruschka Halligan, CFP®
- Monroe Carell Jr. Children's Hospital
  Issued by Junior League of Nashville on Jan 2014
  Associated with Veruschka Halligan, CFP®