Courtney Carr
Green Bay,WI
Summary
Energetic and dedicated financial professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over 12 years of success supporting client financial goals through astute investment guidance. Committed to creating and maintaining a deeply rooted client relationship while achieving life objectives. Inspired to exceed client expectations and operate effectively in fast-paced, high-pressure environments.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Wealth Concepts
De Pere, WI
08.2022 - 02.2024
- Developed appropriate quotes based on risk information.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions. Reviewed clients existing policies and making the necessary recommendations.
Wealth Management Advisor
Wealth Concepts
De Pere, WI
04.2018 - 02.2024
- Built and maintained productive, loyal relationships with clients through intelligent wealth management and careful oversight.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance. Then analyzed the financial information obtained from clients to determine strategies for meeting their short-term and long-term financial objectives.
- Engaged in ongoing communication with clients through meetings or phone calls in order to determine changes in their financial situation or goals. Also, providing timely updates regarding changes in markets or regulations that could affect their investments.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Advised clients on retirement planning, tax optimization strategies, estate planning, insurance coverage, education funding options.
- Developed customized strategies for wealth management, asset allocation, portfolio diversification, and risk management.
- Evaluated and educated clients on a wide range of investment vehicles including stocks, bonds, mutual funds and alternative investments.
- Established relationships with external vendors such as banks, brokers, attorneys, accountants, and insurance carriers to ensure that the best services were provided to customers.
- Increased assets under management by offering investment and insurance solutions to clients.
- Attended internal and external partner sessions to gain financial product knowledge.
- Ensured compliance with all applicable regulatory requirements when making decisions about investments or advising on strategies.
- Maintained up-to-date knowledge of relevant laws, regulations, products and services in order to provide accurate information to clients.
- Identified new business opportunities through networking events or referrals from existing clients.
- Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy.
Executive Assistant
Wealth Concepts
De Pere, WI
01.2013 - 04.2018
- Identified needs of customers promptly and efficiently.
- Ensured every client was provided with their annual review (fee based & commission clients).
- Created an office that was 100% compliant with all audits.
- Organized all client events and seminars.
- Analyzed and organized all client data specifically needed for trackers, lists, reviews, events, and compliance.
- Process and follow through from start to finish client onboarding related tasks including updating databases, creating accounts, processing transfers or rollovers.
- Assisted employers and participants navigate 401k plans.
Education
BBA - Business Management
University of Wisconsin - Green Bay
Green Bay, WI12-2011
Certification
- FINRA
- Series 7 License
- Series 66 License
- Life Insurance
- Variable Life/Variable Annuity
- Accident & Health Insurance
Skills
- CRM: Redtail, LPL, Salesforce
- E-Money
- Wealth Management Platform Envestnet
- NetX360
- Zoom
- Microsoft Office (Word, Excel, Powerpoint, Outlook)
Timeline
Licensed Insurance Agent
Wealth Concepts
08.2022 - 02.2024
Wealth Management Advisor
Wealth Concepts
04.2018 - 02.2024
Executive Assistant
Wealth Concepts
01.2013 - 04.2018
BBA - Business Management
University of Wisconsin - Green Bay
Similar Profiles
Kelly KirilkoKelly Kirilko
Restaurant Worker at Common Wealth Restaurant ConceptsRestaurant Worker at Common Wealth Restaurant Concepts
Samuel CornwellSamuel Cornwell
Associate Financial Advisor at Coastal Wealth and Levanti WealthAssociate Financial Advisor at Coastal Wealth and Levanti Wealth
FILONI KKANANIFILONI KKANANI
Content & Marketing Lead (AVP) at 360 ONE Wealth (India's Leading Wealth Managers)Content & Marketing Lead (AVP) at 360 ONE Wealth (India's Leading Wealth Managers)
DAVID XIONGDAVID XIONG
Anesthesia Technician at ThedaCare Orthopedic CareAnesthesia Technician at ThedaCare Orthopedic Care
Evelyn BernerEvelyn Berner
Warehouse Worker at Bass Pro ShopsWarehouse Worker at Bass Pro Shops