Summary
Overview
Work History
Education
Skills
Timeline
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Darren McGovern

Huntington

Summary

Dynamic financial professional with 8+ years of expertise delivering customized financial planning and wealth management services to ultra-high-net-worth clients, business owners, and entrepreneurs. Worked directly with firm leadership, including the CEO, to manage and strategize for top-tier clients. Adept at leveraging advanced financial planning software and analytical tools to create tailored solutions aligned with client goals. Known for exceptional communication skills, a proactive work ethic, and a dedication to excellence in financial services. Holds Series 7 License.

Overview

16
16
years of professional experience

Work History

DPBM Consulting

Self Employed
03.2024 - Current
  • Designed and developed a comprehensive online coaching program, equipping financial advisors with advanced tools, strategies, and insights to target ultra high networth (UHNW) clients effectively.
  • Refined and proofread all program content, ensuring clarity, precision, and alignment with industry best practices.
  • Built and managed sales funnels to market the coaching program, employing digital marketing strategies to maximize outreach and enrollment.

Financial Advisor

Tipping Point Wealth
06.2021 - 03.2024
  • Delivered bespoke financial planning services to ultra-high-net-worth families, business owners, and entrepreneurs nationwide, specializing in estate and income tax mitigation strategies, business exit strategies, wealth management, and risk management.
  • Collaborated directly with the founder and CEO to manage the firm's top-tier clients, providing strategic solutions tailored to their complex financial goals.
  • Spearheaded the implementation and optimization of online financial planning software, improving client access and engagement while ensuring accuracy and efficiency in financial modeling.
  • Developed and nurtured strong relationships with clients and top advisors, leveraging exceptional communication skills to deliver high-quality service and foster client trust and retention.
  • Contributed to the firm's growth by identifying new opportunities for client engagement and driving strategic planning initiatives.

Financial Advisor

Barnum Financial Group
02.2017 - 06.2021
  • Began career as a solo practicing financial advisor, dedicating time to mastering investment planning, risk management and insurance planning, and retirement planning to meet diverse client objectives.
  • Received rigorous sales training, sharpening communication and relationship-building skills to effectively engage with prospective clients across various mediums.
  • Collaborated with numerous advisor teams to develop tailored financial strategies for clients, eventually connecting with a team that extended beyond Barnum Financial Group.
  • Provided comprehensive financial planning services, emphasizing personalized client care and goal-focused solutions.

Laborer

Mottco Contracting
01.2009 - 01.2017
  • Contributed to the family business from the age of 15, performing essential tasks such as shoveling, raking, wheel barrowing, and other hands-on responsibilities to support asphalt paving projects.
  • Gained a deep understanding of the value of hard work and teamwork by assisting with physically demanding tasks in challenging environments.
  • Observed and learned from the operations of a successful business, witnessing firsthand how my father, an immigrant from Ireland, built and managed a thriving company.
  • Developed a strong work ethic, problem-solving abilities, and an appreciation for the entrepreneurial mindset through this early exposure to business ownership and operations.

Education

Bachelor of Science - Economics

University of Massachusetts, Amherst
Amherst, MA
05-2016

Skills

    Certifications & Licenses:

  • Series 7 and Series 63 Licenses
  • Life, Accident, and Health Insurance License
  • Accredited Portfolio Management Advisor (APMA) Designation
  • Completed 3 Modules of the Certified Financial Planner (CFP) Exam

    • Financial Expertise:

  • Investment Planning and Portfolio Management
  • Risk Management and Insurance Strategies
  • Estate and Tax Mitigation Strategies
  • Business Exit Strategies and Retirement Planning

    • Software Proficiency:

  • Financial Planning Software: NaviPlan, eMoney, MoneyGuide, and others
  • Microsoft Office Suite: Excel (advanced), Word, PowerPoint

    • Client Relations & Communication:

  • Building and Maintaining Client Relationships
  • High-Impact Sales Training and Communication Skills
  • Team Collaboration and Advisor Coaching

    • Additional Skills:

  • Strategic Planning and Process Optimization
  • Digital Marketing and Sales Funnel Development
  • Proactive Problem Solving and Entrepreneurial Mindset

Timeline

DPBM Consulting

Self Employed
03.2024 - Current

Financial Advisor

Tipping Point Wealth
06.2021 - 03.2024

Financial Advisor

Barnum Financial Group
02.2017 - 06.2021

Laborer

Mottco Contracting
01.2009 - 01.2017

Bachelor of Science - Economics

University of Massachusetts, Amherst

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Darren McGovern