Adrienne DiGiorgio
Investment Associate-Wealth Planner
Toms River,NJ
Summary
Experienced Wealth Planner with over 37 years of financial services experience in Wealth Management. Loyal and committed as demonstrated by a 37 year history on the same team at one firm. Excellent reputation amongst peers and superiors for knowledge, efficiency, team mentality and results. Skilled in working under pressure and multi tasking while being thorough and resourceful. Exceptional strength in a supporting role.
Overview
37
37
years of professional experience
1
1
Certification
Work History
Investment Associate-Wealth Planner
Bank Of America Merrill Lynch
Short Hills, New Jersey
08.1985 - Current
- Integral part of team operating Family Office-style best in class service, growing client base from AUM of $100MM in 1987 to over $800MM in 2022.
- Senior lead team member supporting dynamic, driven advisor, Managing Director-Investments, who appeared annually on Barrons and Forbes 'Best Financial Advisors' lists from 2010-present.
- Proposed and executed securities transactions for over 170 households.
- Set strategic framework for client portfolios.
- Monitored, managed and developed investment portfolios and recommended actions.
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Go-To person for complicated issues and transactions.
- Extensive interaction with various trading desks on large executions.
- Extensive knowledge and trading experience in equity, fixed income, alternative investments and annuities.
- Identified and vetted new investment solutions.
- Established close working relationships with internal and external partners resulting in excellent support.
- Maintained tracking of measurement metrics such as breadth of services, net new assets, client satisfaction, and errors.
- Extensive experience in lending solutions including asset based lending.
- Knowledgeable in use of various trusts and estate planning strategies.
- Excellent client communication skills.
- ratings of Exceeds or Greatly Exceeds expectations.
Education
Bachelor of Science - Business Economics
Douglas College, Rutgers University
New Jersey06.1985
Skills
- Account Performance Reviews
- Investment Opportunity Identification
- Identifying investment objectivesEquity, Debt, Mutual Funds, Alternative Investments, Annuities
- Funding Education
- Asset based lending
- Retirement Needs
- Portfolio Management
- Financial, Trust and Estate Planning knowledge
- Operational Efficiency
- Portfolio Construction
- Client Communication
- Problem Resolution
Certification
CPWA(R) - Certified Private Wealth Advisor
Life and Health Insurance Licenses
Series 7, 66, 63
Series 7, 66 and 63 Licensed
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Investment Associate-Wealth Planner
Bank Of America Merrill Lynch
08.1985 - Current
Bachelor of Science - Business Economics
Douglas College, Rutgers University
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