Brianna LeRae West
Pikeville,KY
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, retirement planning and investment.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
Raymond James
Pikeville, Kentucky
10.2019 - Current
- Educate clients on various financial matters and provide professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Help individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assist clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Work with clients to support understanding of rationale and details of financial strategies.
Financial Advisor Trainee
Merrill Lynch
Pikeville, KY
01.2019 - 10.2019
- Assisted with account reviews and preparation for account reviews.
- Prepared accurate and meaningful reports on ad hoc basis for senior management.
- Created routine financial reports, analyses and investigations.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Financial Advisor Intern
Merrill Lynch
Pikeville, KY
05.2018 - 12.2018
- Guided clients through compiling important financial histories and documentation for evaluation.
- Expanded customer base through community outreach and strategic business partnerships.
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
Education
MBA -
University of Pikeville
Pikeville, KY05.2022
BBA - Healthcare Management And Accounting
University of Pikeville
Pikeville, KY12.2018
Skills
- Retirement Needs
- Portfolio Management
- Investment Planning
- Financial Knowledge
- Investment Performance Reporting
- Client Recruiting and Retention
- Managing Wealth
Certification
- SIE - Securities Industry Essentials Examination
- Series 7TO - General Securities Representative Examination
- Series 66 - Uniform Combined State Law Examination
- Life Insurance License
Timeline
Financial Advisor
Raymond James
10.2019 - Current
Financial Advisor Trainee
Merrill Lynch
01.2019 - 10.2019
Financial Advisor Intern
Merrill Lynch
05.2018 - 12.2018
MBA -
University of Pikeville
BBA - Healthcare Management And Accounting
University of Pikeville
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