Caleb Standridge
Houston,USA
Summary
Dynamic Financial Advisor with a proven track record at PNC Wealth Management, specializing in investment strategies and client acquisition. Successfully grew a book of business while fostering strong relationships. Expertise in portfolio analysis and a passion for delivering tailored financial solutions drive exceptional client experiences. Committed to achieving outstanding results through collaboration and strategic planning.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Advisor
PNC Wealth Management
Houston, TX
09.2024 - Current
- Crafted personalized investment and insurance plans to address client priorities.
- Managed all aspects of client relations, from opportunity identification to service execution.
- Sustained growth of an extensive portfolio through strategic retention efforts.
- Advised clients with financially sound options based on detailed assessments.
- Mentored branch personnel, boosting their capability to spot investment leads.
- Teamed up with branch leaders to implement initiatives driving performance outcomes.
- Reviewed and adjusted financial strategies to ensure ongoing relevance and effectiveness.
- Strengthened partner relationships via proactive communication and collaboration.
Financial Solutions Advisor
Merrill Lynch
Magnolia, TX
04.2022 - 05.2024
- Achieved growth from $0 to $12 million AUM in 18 months while servicing high-net-worth clients earning between $100,000 and $5 million annually.
- Engaged with Merrill Lynch and BofA Private Bank teams to create tailored strategies for UHNW clientele.
- Teamed up with bank partners to identify relevant products across eight lines of business, fostering referral opportunities.
- Conducted comprehensive client reviews and presentations, delivering personalized investment strategy recommendations aligned with financial objectives.
Registered Associate
Zions Bancorporation
Houston
11.2018 - 10.2021
- Worked with three senior-level advisors to actively manage $1 billion AUM, including the sales prospect pipeline, and helped prepare reports for client investment reviews and financial planning meetings.
- Worked with HNW and UHNW families, and took the lead on end-to-end onboarding and maintenance activities.
- Managed tasks efficiently during periods of high volume or tight deadlines, without compromising quality or attention to detail.
- Used eMoney Advisor financial planning software to help put together financial plans and portfolio analysis reports.
Education
Associate of Arts - Business
Blinn College
Bryan, TX05.2013
Some College - Economics
Texas State University
San Marcos, TXSkills
- Investment advice and financial planning
- Client acquisition strategies
- Portfolio analysis and management
- Relationship management and development
- EMoney advisor expertise
Affiliations
Inter-Generational Employee Network (IGEN)
Certification
• Chartered Retirement Planning Counselor (CRPC)
• Series 66
• Series 7
• General Lines Life & Health Insurance License
• Accredited Wealth Management Advisor (AWMA)
• Series 66
• Series 7
• General Lines Life & Health Insurance License
• Accredited Wealth Management Advisor (AWMA)
Timeline
Financial Advisor
PNC Wealth Management
09.2024 - Current
Financial Solutions Advisor
Merrill Lynch
04.2022 - 05.2024
Registered Associate
Zions Bancorporation
11.2018 - 10.2021
Associate of Arts - Business
Blinn College
Some College - Economics
Texas State University