Aaron Bowling
Pottstown,PA
Summary
Focused financial services professional with over 19 years of success supporting client financial goals through astute investment guidance. Highly effective at working with clients of all levels and backgrounds, utilizing a friendly and personable approach.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Advisor
Edward Jones
Plainsboro Township, NJ
09.2022 - 09.2023
- Conducted client interviews to assess income, expenses, financial goals, and risk tolerance for the purpose of crafting effective financial plans.
- Delivered ethical, objective, and comprehensive financial planning guidance to clients.
- Provided customers with guidance on product decision-making based on their individual needs and the pros and cons of each option.
Sr. Financial Advisor, Portfolio Manager, VP
Morgan Stanley
Duncan, OK
10.2013 - 09.2022
- Cultivated and enriched relationships with both new and established clients to foster advancement and enhance business outcomes.
- Successfully managed a portfolio of $300 million in assets and consistently communicated with clients regarding investment updates.
- Utilized probing questions and comprehensive research to gain a holistic understanding of clients' financial status and future requirements.
- Evaluated client income, expenses, risk tolerance and financial goals through one-on-one interviews to develop customized financial plans.
Financial Advisor
Edward Jones
Duncan, OK
01.2010 - 10.2013
- Drove growth of assets under management by capitalizing on referrals and exploring new business prospects.
- Delivered diverse set of solutions and extensive portfolio of investment offerings to cater to clients' best interests.
- Utilized client interviews to evaluate income, expenses, financial aspirations, and risk appetite in order to create successful financial strategies.
Internal Mutual Fund Wholesaler
PLANCO, LLC.
Wayne, PA
08.2007 - 10.2009
- Helped educate financial advisors on the features, benefits, and performance of the mutual funds offered, ensuring that advisors have the knowledge needed to make informed recommendations to their clients.
- Engaged in regular phone and email communication with financial advisors, providing product information, answering questions, and offering investment solutions that meet the advisors' clients' needs.
- Helped build and maintain strong relationships with financial advisors within my assigned territories, ensuring continuous engagement and product promotion.
Sales Coordinator
PLANCO, LLC
Wayne, PA
08.2005 - 08.2007
- Assisted field staff with pre-sale marketing activities.
- Handled inbound calls from financial professionals nationwide.
- Created hypothetical illustrations for field staff and financial professionals.
Education
BBA - Finance
University of Oklahoma
Norman, OK08-2005
Skills
- Client Relations
- Advising on investments
- Planning for retirement
- Relationship building and management
- Stock market expertise
- Wealth Management
- Financial Planning
- Risk Assessment
Certification
- Series 6, 7, 63, 66 Licenses
- PA Insurance License
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Financial Advisor
Edward Jones
09.2022 - 09.2023
Sr. Financial Advisor, Portfolio Manager, VP
Morgan Stanley
10.2013 - 09.2022
Financial Advisor
Edward Jones
01.2010 - 10.2013
Internal Mutual Fund Wholesaler
PLANCO, LLC.
08.2007 - 10.2009
Sales Coordinator
PLANCO, LLC
08.2005 - 08.2007
BBA - Finance
University of Oklahoma