Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Deborah Kerr

Cave Creek,AZ

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

9
9
years of professional experience
1
1
Certification

Work History

Financial Advisor

Vanguard
09.2022 - Current
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post-retirement.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
  • Assisted high-net-worth individuals in wealth preservation through estate planning services and charitable giving strategies.
  • Educated clients on financial topics and best practices.

Financial Advisor

Journey Advisory Group
09.2016 - 08.2022
  • Facilitated educational seminars on personal finance topics to increase community awareness of the importance of sound financial planning.
  • Coordinated efforts with estate attorneys and tax professionals when creating holistic wealth management plans inclusive of all relevant considerations.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Collaborated with team members to streamline processes and improve overall client experience.
  • Proactively identified new business opportunities through networking events, referrals from existing clients, and strategic partnerships with other professionals in the industry.

Wealth Manager

BBVA Compass
06.2015 - 09.2016
  • Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Presented financial plans and investment recommendations to clients.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.

Education

Bachelor of Science - Communications

University of Texas At Austin
Austin, TX
1995

Skills

  • Relationship Building and Management
  • Presentation and Public Speaking Skills
  • Retirement Planning
  • Insurance Planning
  • Financial Plan Development
  • Estate Planning
  • Portfolio Management
  • Divorce Financial Planning

Certification

Certified Financial Planner

Series 7T0

Series 63

Series 6

Timeline

Financial Advisor

Vanguard
09.2022 - Current

Financial Advisor

Journey Advisory Group
09.2016 - 08.2022

Wealth Manager

BBVA Compass
06.2015 - 09.2016

Bachelor of Science - Communications

University of Texas At Austin
Deborah Kerr