Brett Adkins
Fruitport
Summary
Successful Financial Advisor and Branch Team Leader at Edward Jones, adept at relationship building and strategic investment advice. Proven track record in mentoring junior advisors and enhancing client satisfaction through tailored wealth management strategies. Skilled in problem-solving and compliance, ensuring optimal client outcomes while streamlining processes for improved service delivery.
On the Athletic side, 4 years of Varsity Coaching/Coordinating Experience (2 years Regional Playoffs) accompanied by 2 years JV Baseball HC (Conference Champions in both). 8 years Coaching at Youth Levels (Multiple undefeated seasons). All experiences followed playing annually from grade school through Secondary Education, playing and captaining State Power Oakridge High (3 years Varsity Football & 4 years Varsity Baseball).
All recommendation Names & Letters provided
Overview
18
18
years of professional experience
Work History
Financial Advisor /Branch Team Leader
Edward Jones
02.2017 - Current
- Developed tailored financial plans to meet client objectives and risk tolerance.
- Mentored junior advisors on best practices in client engagement and portfolio management.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Collaborated with team members to streamline processes and improve overall client experience.
- Delivered strategic investment advice for individual and corporate clients.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Sales Associate / Sales Manager
Betten Group
03.2008 - 02.2017
- Enhanced customer satisfaction through personalized service and product recommendations.
- Trained new sales associates on company policies and effective sales techniques.
- Led team meetings to discuss performance goals and share best practices.
Education
No Degree - Kinesiology / Business Finance
GVSU
Allendale, MIHigh School Diploma -
Oakridge High School
Muskegon, MI06-1997
Skills
- Relationship building and management
- Problem-solving
- Decision-making
- Attention to detail
Accomplishments
- Supervised team of 4 staff members. (Branch 51350)
- Designations: SIE, Series 7, Series 66, Variable Annuities & Insurance Licenses
- Multiple Industry Awards Earned: Ask if needed to provide
Timeline
Financial Advisor /Branch Team Leader
Edward Jones
02.2017 - Current
Sales Associate / Sales Manager
Betten Group
03.2008 - 02.2017
No Degree - Kinesiology / Business Finance
GVSU
High School Diploma -
Oakridge High School