Justin Southern MPAS, AWMA, CRPC has over 20 years of experience in the financial industry. Justin is currently serving as an Assistant Vice President/Portfolio Manager at City National Bank. Prior to this, they worked as an Advisor Associate at ironwood-wealth.com and as a Financial Advisor at Wells Fargo Advisors. Justin also gained experience in the public sector as the Communications Director for the West Virginia State Auditor's Office and as an Investor Education Specialist for the Securities Division of the same office. Justin Southern has a strong background in financial advising and a deep understanding of investment products and strategies.
Justin Southern MPAS, AWMA, CRPC has an extensive education history. Justin first attended West Virginia University from 1992 to 1996, where they obtained a Bachelor of Arts degree in Political Science. Justin later returned to West Virginia University from 2009 to 2011 to pursue a Master of Arts degree in Communications Studies with a focus on Corporate and Organizational communication.
In 2018, Justin enrolled in the College for Financial Planning and completed a Master of Science degree in Personal Financial Planning in 2022. Additionally, they obtained several professional designations from the College for Financial Planning. In 2021, Justin earned the Chartered Retirement Planning Counselor (CRPC) professional designation. In 2022, they obtained the Accredited Wealth Management Advisor (AWMA) professional designation. Most recently, in 2023, Justin achieved the Master Planner Advanced Studies (MPAS) professional designation.
It is worth noting that Justin also received certifications for AWMA, CRPC, and MPAS from the College for Financial Planning. However, the specific months and years of obtaining these certifications are not provided.
Sign up to view 2 direct reports
Get started