Alonzo D. Chavis Ii, Fic, MD Rt
About Alonzo D. Chavis Ii, Fic, MD Rt
Alonzo D. Chavis II, FIC, MD RT, serves as the Associate Director at Transamerica and has over a decade of experience in financial services, specializing in business succession planning, estate planning, and retirement planning.
Work at Transamerica
Alonzo D. Chavis II has served as Associate Director at Transamerica since 2021. In this role, he focuses on various aspects of financial services, including business succession planning, estate planning, and retirement planning. He has been a part of the Transamerica Agency Network since 2014, where he has accumulated significant experience over the past ten years. His work is based at the company's office located at 7704 Matapeake Business Drive.
Education and Expertise
Alonzo D. Chavis II studied at The American College of Financial Services, where he gained knowledge relevant to his career in financial services. He also holds a Bachelor of Science degree in Hotel Restaurant Management and Business Management from the University of Maryland Eastern Shore, which he completed from 1994 to 1998. His educational background supports his expertise in designing employee benefits packages and managing Indexed Universal Life insurance products.
Background
Alonzo D. Chavis II has a background in the financial services industry, with a focus on customer service. His career spans over a decade, during which he has developed strong skills in advising clients on various financial matters. His experience includes working in roles that require a deep understanding of financial products and client needs.
Achievements
Throughout his career, Alonzo D. Chavis II has demonstrated proficiency in managing Indexed Universal Life insurance products. He has successfully tailored employee benefits packages to meet the specific needs of clients, showcasing his ability to address diverse financial planning requirements.