Bryon Graff
Associate Financial Advisor
Wausau,WI
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
21
21
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
Work History
Associate Financial Advisor
Hermening Financial Group
Wausau, WI
03.2020 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
Marketing Director
Hermening Financial Group
Wausau, WI
07.2014 - 03.2020
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs
- Generated attendance for financial education seminar series for lead generation program.
- Planned and executed events and marketing programs to increase qualified leads.
Television News/Sports Anchor Reporter
WAOW-TV
Wausau, WI
05.2002 - 06.2014
- Anchored popular broadcast programs, including news, special full length reports and Green Bay Packers shows, with good ratings and audience engagement.
- Delivered local news and feature reports in public radio style for [Type] news programs.
- Performed play-by-play and sideline reporting duties for Wisconsin state high school basketball and hockey tournaments.
Education
Bachelor of Science - Broadcast Technology Management
University of Wisconsin - Platteville
Platteville, WI 09.1992 - 06.1996
Skills
Stock market understanding
undefinedCertification
CERTIFIED FINANCIAL PLANNER™ Professional
Timeline
Associate Financial Advisor
Hermening Financial Group
03.2020 - Current
Marketing Director
Hermening Financial Group
07.2014 - 03.2020
Television News/Sports Anchor Reporter
WAOW-TV
05.2002 - 06.2014
Bachelor of Science - Broadcast Technology Management
University of Wisconsin - Platteville
09.1992 - 06.1996
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