Andrew Hlavach
North Port,FL
Summary
Self built financial practice with deep expertise in investment strategies, risk management, and client relationship-building.
Overview
38
38
years of professional experience
Work History
Financial Advisor
Wells Fargo Advisors
05.1987 - 11.2024
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Facilitated new client onboarding process and investment account setup.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Education
Bachelor of Science - Finance
DePaul University
Chicago, IL05-1983
Timeline
Financial Advisor
Wells Fargo Advisors
05.1987 - 11.2024
Bachelor of Science - Finance
DePaul University