Deborah Amilowski

Key Metrics: $600M AUM | 330 Clients | $14M annual goal | MoneyGuidePro | Comprehensive Planning

• Advised 330 clients with $600M AUM on portfolio strategy, asset allocation, and comprehensive financial planning, integrating tax optimization, retirement, and estate planning strategies.
• Achieved progressively increasing annual sales goals, starting at $6M growing to $14M, by leveraging MoneyGuidePro to expand client relationships and identify new opportunities.
• Achieved high client retention and long-term loyalty through proactive, personalized advisory services.
• Partnered with internal teams to implement advanced wealth strategies tailored to complex needs.

Key Metrics: $485M AUM | 400 Clients | $12M quarterly goals | MoneyGuidePro | Comprehensive Planning

• Advised 400 clients with $485M AUM on portfolio strategy, asset allocation, and comprehensive financial planning, including retirement, tax-efficient investing, and estate planning solutions.
• Strengthened long-term client relationships through proactive portfolio reviews, strategic planning discussions, and tailored investment recommendations.
• Achieved quarterly new business goals of $12M by leveraging client opportunities and delivering customized investment solutions.
• Expanded client engagement across full-spectrum wealth planning, driving client satisfaction, retention, and portfolio growth.

Key Metrics: $20M AUM | 200 Client | Advisor Development & Coaching | Organized systems | Salesforce/Naviplan

• Delivered fee-based comprehensive financial planning to 200 clients, growing assets under management to $20M.
• Generated new business through referrals, networking, seminars, and trade events, driving consistent client growth.
• Engaged in ongoing professional development in preparation for leadership and management roles.
• Served as an Advisor Coach, leading training sessions on sales strategy, client relationship management, and business development.
• Coached advisors and staff on CRM systems, client database management, administrative processes, and underwriting coordination, improving overall office efficiency.

Key Metrics: Independent/W-2 Advisor | Owned & Managed Financial Services Office | Insurance & Risk Planning Focus | Underwriter Relationship Management | Systems Implementation & Process Efficiency

• Owned and operated a financial office, managing staff, payroll, and budgeting while maintaining a large insurance and investment book.
• Sold mutual funds, annuities, life, disability, and long-term care insurance products.
• Developed ongoing client relationships, assisting with comprehensive financial planning, estate planning, and account assessments, generating repeat business.
• Developed strong underwriter partnerships and implemented efficient systems and workflows to ensure timely, accurate case processing.