Braulio Lopez, CRPC™
Dallas,TX
Summary
Accomplished at Merrill Lynch, this Registered Wealth Management Associate excelled in optimizing high-net-worth portfolios through strategic asset allocation and market analysis, demonstrating exceptional problem-solving and relationship-building skills. Achieved significant client financial goals, ensuring long-term success.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Registered Wealth Management Associate
Merrill Lynch
07.2022 - Current
- Implemented comprehensive financial plans for high-net-worth clients to optimize their portfolios.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Advised clients on investments, retirement and estate planning.
- Evaluated portfolio performance regularly against benchmarks, adjusting strategies accordingly to ensure long-term success.
- Educated clients on financial topics and best practices.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Researched and evaluated potential investment products for clients.
Education
Bachelor of Science - Finance
The University of Texas At Dallas
Richardson, TX05.2022
Skills
- Customer Due Diligence
- Retirement planning
- Asset Allocation
- Market Analysis
- Problem-Solving
- Critical Thinking
- Relationship Building
- Know Your Customer
- Cash Flow Management
Accomplishments
- Forbes "Best-in-State Wealth Management Teams", 2023-2024
Certification
- Chartered Retirement Planning Counselor
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Additional Information
- SIE
- Series 7 & 66
Timeline
Registered Wealth Management Associate
Merrill Lynch
07.2022 - Current
Bachelor of Science - Finance
The University of Texas At Dallas
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