Barrington McFarlane
Miami,FL
Overview
4
4
years of professional experience
1
1
Certification
Work History
Associate, Wealth Management Strategy
JP Morgan
New York, NY
05.2022 - Current
- Supports head of Wealth Partners in development of J.P. Morgan Advisors' Ultra-High-Net-Worth platform.
- Assist Wealth Advisors in leveraging the entire J.P. Morgan platform for client acquisition, growth and retention opportunities.
- Organize three of JPMA's priority-setting apparatuses: Wealth Partners Summit, JPMA Client Advisory Council and Wealth Partners Advisory Council
- Built strong relationships with key internal and external parties to support strategic communications and advocacy.
Associate, Wealth Advisor
JP Morgan
Palm Beach Gardens, FL
04.2021 - 05.2022
- Reviewed and analyzed client financial goals, resources, and risk tolerance levels to develop appropriate investment strategies.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
- Promoted business to increase customer base and grow revenue.
- Advised on investment portfolios with 401k, pension and tax-sheltered annuity products.
Summer Analyst, Wealth Management
JP Morgan
Palm Beach Gardens, FL
05.2020 - 08.2020
- Worked with Wealth Partner team to coordinate financial plans, reports and presentations.
- Participated in team training sessions focusing on best practices in wealth management.
- Prepared presentations on portfolio performance, strategy analysis, and risk management for clients.
- Attended client meetings to discuss investment objectives and provide insights into the markets.
Education
Bachelor of Arts - Economics And History
Florida State University
Tallahassee, FL12-2020
Skills
- Investment Strategies
- Financial Planning
- Microsoft Excel
- Business Development
- Client Engagement
- Project Management
Certification
- Series 66 – Uniform Combined State Law Exam
- Series 7 - General Securities Representative (GS)
- Securities Industry Essentials® (SIE®)
Timeline
Associate, Wealth Management Strategy
JP Morgan
05.2022 - Current
Associate, Wealth Advisor
JP Morgan
04.2021 - 05.2022
Summer Analyst, Wealth Management
JP Morgan
05.2020 - 08.2020
Bachelor of Arts - Economics And History
Florida State University