Blake E. McCoy
Las Vegas,Nevada
Summary
Award-winning sales and investment advisor recognized for driving growth and maintaining high-quality client relationships. Ranked in the top 5% of advisors, expertise includes portfolio management, financial planning, and client engagement within affluent markets. Proficient in delivering tailored investment solutions and fostering strong partnerships across teams.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Wealth Management Advisor
U.S. Bancorp. Investments
Las Vegas, Nevada
11.2023 - Current
- Oversee a book of business totaling $89.8M in AUM, generating $571K (T12) and $864K (T24) in revenue
- Led coverage across Las Vegas Metro and Lake Tahoe regions, enhancing growth and engagement within U.S. Bancorp Advisors’ affluent client segment
- Ranked #2 among advisors with the same start date at U.S. Bank Investments (USBI)
- Led the Mountain West Region in financial plans delivered, highlighting strong planning discipline and client engagement
- Partnered with District Manager, Branch Managers, and Bankers to identify and address affluent client needs
- Collaborated with U.S. Bank Private Wealth Group to deliver tailored solutions for ultra-high-net-worth clients
- Maintained ongoing client engagement through portfolio monitoring and proactive outreach for plan evaluation
Financial Advisor
U.S. Bancorp. Investments
Cincinnati, Ohio
10.2019 - 11.2023
- Achieved Legends Award for outstanding performance in 2022.
- Engaged clients in holistic financial planning, guiding goal-oriented discussions to enhance client satisfaction and retention.
- Secured 2nd place in net excess of AUM for WMAC in 2022.
- Achieved 2nd place in new COI partner referrals for WMAC in 2022.
- Engaged clients through holistic financial planning, facilitating goal-oriented discussions.
- Collaborated with multiple teams to gather investment insights and tailor asset allocation strategies.
- Cultivated relationships with U.S. Bank district managers across Dayton, Kansas City, and Las Vegas to expand referral networks.
- Led initiative to design and implement referral business plans with district managers, increasing collaborative opportunities and client referrals.
Preferred Relationship Manager
Fifth Third Bank
Lebanon, Ohio
05.2018 - 09.2019
- Managed 619 ultra-high-net-worth clients with $84 million in assets under management.
- Achieved 120% of lending target during fiscal year 2019.
- Exceeded expectation of 80% client contact rate over 12 months.
- Exceeded 80% client contact rate goal over 12 months, enhancing client engagement.
- Co-led two branch locations, fostering stronger relationships with preferred clients.
- Collaborated with OneBank partners, including branch managers and mortgage specialists, to streamline service delivery.
- Facilitated effective communication among branch teams and portfolio managers to enhance service delivery.
Personal Banker II
Fifth Third Bank
Lebanon, Ohio
08.2017 - 05.2018
- Surpassed monthly referral goal by over 400%.
- Promoted to preferred relationship manager within eight months.
- Advanced to preferred relationship manager role within eight months.
Practice Management Development Associate
Merrill Lynch
Cincinnati, Ohio
07.2016 - 04.2017
- Actively engaged in PMD program to enhance professional development.
- Completed preparatory studies for Series 7 exam.
- Prepared thoroughly for Series 66 certification.
Financial Representative
Northwestern Mutual
Greenville, South Carolina
12.2015 - 05.2016
- Ranked among top five Northwestern Mutual offices nationwide.
- Generated $10,000 in premium credit within two months of contracting.
- Outperformed 20 peers in training school through effective phone sales techniques.
- Conducted cold calls to high-net-worth clients, expanding customer base.
Sales Representative
SDI Marketing
Dayton, Ohio
03.2015 - 11.2015
- Exceeded company quota by 270% in first two weeks of employment.
- Promoted to national sales lead within six months due to exceptional performance.
- Fast-tracked through training program based on outstanding sales results and rapid learning capability.
- Served as sales lead for South Carolina and Georgia regions.
- Managed and developed teams across Delta region including Jackson, MS, Memphis, TN, and Little Rock, AR.
Financial Advisor/ ISO Specialist
PURE Merchant Services
Greenville, South Carolina
05.2014 - 03.2015
- Teamed with two associates to establish LLC and build a six-member staff.
- Administered front-end operations for Priority Payment Systems, recognized as Best ISO in 2013.
- Managed $50,000 monthly in account assets for local clients including Trio Brick Oven Café and ABC Liquors.
- Achieved average savings of 40% for clients on credit card processing fees.
Education
B.A. - Sociology/Religion
Furman University
Greenville, South Carolina05-2016
Master of Business Administration (MBA) - Finance
University of Nevada, Las Vegas – Lee Business School
Las Vegas, NV05-2026
Skills
- Financial planning and investment advice
- Effective communication
- Team collaboration
- Retirement strategies
- Client acquisition and management
- Wealth transfer and care planning
- Debt management
- Leadership skills
- Time management
Certification
- Series 7 License, 06/01/16
- Series 66 License, 06/01/17
- Health/Life Insurance License (Multiple States), 06/01/16
Volunteer Experience
- Peoples Church, Cincinnati, OH, 04/01/24, 08/01/24, Volunteered with production of videography and camera Display during service, Teamed with People’s Church Spanish Church to provide transportation to congregants
- Creative Arts Department, Southbrook Christian Church, Centerville, OH, 01/01/23, 09/01/23, Oversaw Production of Videography and Camera Display during service, Teamed with Southbrook Staff to coordinate events/services
- Victory Project, Dayton, OH, 10/01/22, 09/01/23, Tutors and mentors children enrolled in Victory Project program, Engages in Dollars-For-Doing with US Bank to help raise funding
- Young Professionals Leadership Board for New Path Child & Family Solutions, St. Joseph’s Orphanage, Cincinnati, OH, 10/01/18, 06/01/21, Partnered with New Path Management and Leadership Board to help create fundraising strategy for fiscal year, Promoted/Marketed charity events with New Path Management and Third Party Vendors, Volunteered once a month to help supervise children while parents undergo foster parent training
Timeline
Wealth Management Advisor
U.S. Bancorp. Investments
11.2023 - Current
Financial Advisor
U.S. Bancorp. Investments
10.2019 - 11.2023
Preferred Relationship Manager
Fifth Third Bank
05.2018 - 09.2019
Personal Banker II
Fifth Third Bank
08.2017 - 05.2018
Practice Management Development Associate
Merrill Lynch
07.2016 - 04.2017
Financial Representative
Northwestern Mutual
12.2015 - 05.2016
Sales Representative
SDI Marketing
03.2015 - 11.2015
Financial Advisor/ ISO Specialist
PURE Merchant Services
05.2014 - 03.2015
B.A. - Sociology/Religion
Furman University
Master of Business Administration (MBA) - Finance
University of Nevada, Las Vegas – Lee Business School