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Rhonda Hall

Financial Paraplanner Qualified Professional 2007-Present/Investment Advisor

Bagby Wealth Management

United States, Missouri, Dexter

About Me

Prior to BWM, I compiled and researched data within the county offices, prepared mortgage loan documents and title insurance. Job experience includes Office Manager, Cost Accounting Clerk, and Market Analyst where I compiled spreadsheets, inventory data, cost accounting, accounts payable, accounts receivable, and payroll, as well as preparing commercial and farm appraisals, and market analysis. I devote my time to analyzing critical client and account data, preparing projections, comparisons and reports, and conducting financial product and investment research. I earned my undergraduate degree at Southeast Missouri State University in July 1984 with a B.S.in Business Administration/minor

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Profile Information

Financial Paraplanner Qualified Professional 2007-Present/Investment Advisor

Bagby Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Dexter

Missouri

United States

Mar 31, 2025

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