Adam Collins
Cypress,TX
Summary
Accomplished Senior Wealth Advisor with a proven track record at Centric Wealth, adept in Financial Planning and Client Engagement. Spearheaded technology integrations boosting operational efficiency and nurtured client relationships to increase assets under management. Recognized for top-tier investment production, showcasing exceptional performance reporting and interpersonal skills.
Overview
11
11
years of professional experience
Work History
Senior Wealth Advisor
Centric Wealth
10.2023 - Current
- Improved operational efficiency by implementing technology solutions that automated routine tasks and streamlined workflows.
- Led educational seminars on various financial topics, promoting the firm''s expertise within the community.
- Streamlined processes for account opening, transfers, and maintenance, improving overall efficiency in client servicing.
- Managed risk by conducting periodic portfolio reviews and making appropriate adjustments based on market conditions and client objectives.
- Assisted clients in navigating major life events such as retirement or inheritance, ensuring smooth transitions of wealth across generations.
- Increased assets under management through proactive client outreach and relationship building.
Senior Financial Advisor
Outlook Wealth
09.2019 - 09.2023
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Stayed abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
Financial Advisor
Merrill Lynch
04.2018 - 09.2019
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Financial Advisor
LPL Financial
03.2017 - 04.2018
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Delivered strategic investment advice for individual and corporate clients.
Financial Advisor
BBVA Compass
02.2013 - 03.2017
- Earned Pinnacle Award for finishing number 1 in the United States in investment production out of over 2,000 licensed employees in 2014.
- Implemented planning software, such as Money Guide Pro, in developing financial plans and strategies in helping families make the best financial decisions.
Education
Certification - Certified Financial Planner (CFP) Education
Rice University
Houston, TX12.2021
Bachelor of Science - Agricultural Leadership And Development
Texas A&M University
College Station, TX12.2007
Skills
- Cash Flow analysis
- Insurance Planning
- Performance reporting
- Education Funding
- Retirement planning
- Financial Planning
- Alternative Investments
- Estate Planning
- Business Succession Planning
- Risk Assessment
- Client Engagement
- Client Needs Assessment
Timeline
Senior Wealth Advisor
Centric Wealth
10.2023 - Current
Senior Financial Advisor
Outlook Wealth
09.2019 - 09.2023
Financial Advisor
Merrill Lynch
04.2018 - 09.2019
Financial Advisor
LPL Financial
03.2017 - 04.2018
Financial Advisor
BBVA Compass
02.2013 - 03.2017
Certification - Certified Financial Planner (CFP) Education
Rice University
Bachelor of Science - Agricultural Leadership And Development
Texas A&M University
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