Mccall Barrett
Financial Consultant at Principal Financial Group | St. Petersburg, Florida, United States
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Mccall Barrett is a dedicated and knowledgeable Financial Consultant at Principal Financial Group, where she leverages her extensive expertise to help clients achieve their financial goals through tailored investment and insurance solutions. In her current role, Mccall specializes in providing comprehensive financial planning strategies, combining her strong skills in sales, customer relationship management (CRM), and product knowledge to deliver exceptional service. Her ability to communicate complex financial concepts clearly and effectively ensures clients are well-informed and confident in their financial decisions.
Mccall has been instrumental in managing and expanding client portfolios by utilizing her analytical skills and business relationship management expertise. She works closely with individuals and small business owners to develop customized plans that address their unique needs, whether it involves retirement planning, risk management, or wealth accumulation. Her background in financial analysis and her detail-oriented approach enable her to identify opportunities for growth and risk mitigation, ensuring clients’ investments are aligned with their long-term objectives.
In addition to her core responsibilities, Mccall actively collaborates across departments, bringing a cross-skill approach to her work, which enhances her ability to deliver comprehensive financial solutions. Her experience with government loans and U.S. VA Loans further broadens her capacity to serve diverse client needs, especially within veteran communities. Mccall’s commitment to ongoing education and her Bachelor’s degree in Financial Planning from the University of Georgia underpin her professional approach, making her a trusted advisor in the competitive landscape of financial services. Her dedication to ethical practices and client-centric service underscores her role as a vital asset to Principal Financial Group.
Financial Consultant at Principal Financial Group in August 2024 to Present
Financial Solutions Advisor at Merrill Lynch in September 2022 to January 2024
Mortgage Loan Originator at Semper Home Loans, Inc. in March 2022 to August 2022
Mortgage Loan Originator at AmeriSave Mortgage Corporation in October 2020 to March 2022
Claims Adjuster at JEC in November 2019 to November 2020
Loan officer, Member Service Representative at First Street Credit Union in March 2019 to November 2019
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The University of Georgia, September 2026
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Sales
Customer Relationship Management (CRM)
Financial Advisory
U.S. VA Loans
Financial Services
Cross skill collaboration
Financial Analysis
Analytical Skills
Business Relationship Management
Banking
Mortgage Lending
Customer Service
Finance
Claims Resolution
Government Loans
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Discover more about Principal Financial GroupWhat is Mccall Barrett email address?
Email Mccall Barrett at [email protected], [email protected] and [email protected]. This email is the most updated Mccall Barrett's email found in 2026.
What is Mccall Barrett phone number?
Mccall Barrett phone number is 9417210133.
How to contact Mccall Barrett?
To contact Mccall Barrett send an email to [email protected], [email protected] or [email protected]. If you want to call Mccall Barrett try calling on 9417210133. (updated on March 03, 2025)
What company does Mccall Barrett work for?
Mccall Barrett works for Principal Financial Group
What is Mccall Barrett's role at Principal Financial Group?
Mccall Barrett is Financial Consultant
What industry does Mccall Barrett work in?
Mccall Barrett works in the Financial Services industry.
Mccall Barrett Email Addresses
Mccall Barrett Phone Numbers
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