Angie Parsons
Port Charlotte,FL
Summary
Results-oriented financial professional with a proven track record of asset growth and strong client relationship development. A genuine passion for empowering clients to achieve financial goals drives a commitment to excellence in service and support. Recognized as a highly motivated and collaborative leader, adept at leveraging effective communication skills to build trust and facilitate successful outcomes. Dedicated to delivering tailored financial solutions that meet diverse client needs while ensuring long-term satisfaction and loyalty.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Portfolio Manager, VP
Crews Bank & Trust
05.2021 - Current
- Act in accordance with fiduciary standards to attract and maintain client relationships and position them for multigenerational financial success.
- Utilize Prudent Investor Rule to develop and execute risk-managed investment strategies.
- Strictly adhere to fiduciary standards, regulatory requirements, and client specific governing documents (i.e. Trusts, Nonprofits).
- Partner with trust officers, credit analysts, and business relationship bankers to offer a holistic suite of financial and fiduciary services.
- Track and assess investment performance, monitor financial plans, and ensure liquidity needs are met.
- Manage $230 million in assets across 150 relationships.
Senior Financial Consultant
TD Ameritrade
02.2018 - 12.2020
- Collaborate with multiple business partners (i.e. fixed income specialists, active trading team, annuity sales representative) to meet client needs.
- Managed a practice book of high-net-worth clients, employing goal-based planning methodologies and integrating managed account solutions to optimize client outcomes.
- Review client portfolios to ensure needs are met and recommend changes when appropriate via managed solutions.
- Consistently cultivate and strengthen relationships with high-value clients while delivering exceptional service and enhancing the overall client experience.
Investment Consultant
Scottrade
12.2009 - 02.2018
- Review client portfolios to ensure they are meeting their needs and suggest changes when appropriate via managed solutions.
- Consistently work to deepen existing and create new relationships with valuable clients for the firm while adding value to the client’s experience.
- Provide investment and retirement solutions through needs-based selling.
- From inception of company’s guidance model to TD Ameritrade conversion (October 2015 to February 2018), average production was 129% of gross new assets goal and 389% of converted guidance goal.
- Multi-year recipient of Award of Excellence (top 50 of 500 branches) and President’s Club (top 30 of 500 branches); ranked #17 and #27 out of 1,100 investment consultants in 2016 and 2017 respectively; ranked #4 out of 230 investment consultants in division for 2017.
Stockbroker Trainee
Scottrade
07.2009 - 12.2009
- Designed a robust framework for achieving top-tier performance in investment consulting by acquiring extensive knowledge of financial markets and perfecting key sales communication strategies.
- Established and maintained customer accounts; processed check and stock deposits.
- Helped clients troubleshoot website and account questions.
- 1st place in companywide Account Funding initiative.
- Top 10 in New Account Efficiency companywide competition.
Intern
Scottrade
07.2008 - 07.2009
- Built framework for becoming a top performing investment consultant by acquiring solid knowledge of financial products and markets, perfecting Sales Key Dialogue Techniques.
- Assisted customers in managing their accounts effectively. Processed check and stock deposits accurately.
- Provided expert guidance to clients in resolving website and account-related issues.
Education
Bachelor of Science - Finance
University of South Florida
Tampa01-2009
Skills
- Equity valuation
- Client relationship management
- Portfolio construction
- Investment strategy
- Due diligence
Certification
- Accredited Investment Fiduciary | 2026 | FI360 Broadridge
- Series 7 | General Securities Representative | FINRA
- Series 63 | Uniform Securities Agent State Law | NASAA, FINRA
- Series 66 | Securities Agent and Investment Advisor Representative | NASAA, FINRA
Timeline
Portfolio Manager, VP
Crews Bank & Trust
05.2021 - Current
Senior Financial Consultant
TD Ameritrade
02.2018 - 12.2020
Investment Consultant
Scottrade
12.2009 - 02.2018
Stockbroker Trainee
Scottrade
07.2009 - 12.2009
Intern
Scottrade
07.2008 - 07.2009
Bachelor of Science - Finance
University of South Florida