Summary
Overview
Work History
Education
Skills
Languages
Certification
Accomplishments
Timeline
Generic

Demetrios 'Deme' Stylianos

Boca Raton

Summary

Proactive financial advisor known for strategic thinking and problem-solving skills. Experienced in managing compliance and educating clients on financial products, contributing to strong client relationships and satisfaction.

Overview

27
27
years of professional experience
3
3
Certifications

Work History

Financial Advisor

LPL Financial
Boca Raton
12.2018 - Current
  • Advised clients on investment strategies and financial planning.
  • Analyzed market trends to identify potential investment opportunities.
  • Conducted regular portfolio reviews to ensure alignment with client objectives.
  • Educated clients on financial products and services to enhance informed decision-making.
  • Ensured compliance with regulatory requirements in all client interactions to maintain trust and integrity.
  • Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
  • Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Provided ethical, objective and holistic financial planning advice to clients.
  • Analyzed potential investments including stocks, bonds, mutual funds, real estate, and insurance products to align with client portfolios.

Team Member

Chic-Fil-A
Deerfield Beach
05.2025 - 09.2025
  • Delivered exceptional customer service in high-volume fast-food environment.
  • Ensured cleanliness and organization of dining and kitchen areas for optimal customer experience.
  • Handled cash transactions and processed payments accurately.
  • Maintained a clean and organized work area throughout shift.
  • Processed customer payments accurately and efficiently at cash registers.
  • Greeted customers upon entering the store with friendly demeanor.
  • Executed opening and closing duties, including setting up displays, restocking items, and maintaining sales floor cleanliness.

Financial Advisor

Raymond James
Fort Lauderdale
01.2015 - 12.2018

Reviewed client activities at LPL Financial to ensure alignment with financial goals.

  • Advised clients on tailored investment strategies and comprehensive financial planning.
  • Analyzed potential investments including stocks, bonds, mutual funds, real estate, and insurance products to identify optimal opportunities for clients.

Investment Advisor

The GMS Group
Boca Raton
05.2008 - 01.2015
  • Recruited new clients through targeted marketing initiatives and referrals, expanding client base.
  • Researched and recommended investment opportunities, including municipal bonds, structured products, and mutual funds to enhance client portfolios.
  • Addressed client inquiries promptly via phone, email, or meetings, ensuring high levels of client satisfaction.

Server

Chops Lobster Bar
Boca Raton
03.2007 - 11.2009
  • Provided exceptional customer service in a high-end dining environment.
  • Maintained knowledge of menu items and wine pairings for guest recommendations.
  • Trained new servers on restaurant procedures and customer service standards.

Stock Broker

Dawson James Securities
Boca Raton
10.2007 - 05.2008

Server

Old Homestead Steakhouse
Boca Raton
06.2006 - 03.2007
  • Provided exceptional customer service in a high-end dining environment.
  • Managed multiple tables during peak dining hours, ensuring timely service and guest satisfaction.
  • Maintained knowledge of menu items and wine pairings for guest recommendations.
  • Performed opening and closing duties such as setting up the dining area, restocking supplies.
  • Greeted customers, answered questions, and recommended specials to increase profits.
  • Communicated with hosts, bussers, and kitchen staff to prepare for and serve customers.
  • Cleaned tables and chairs to prepare dining area for next customers.
  • Delivered food orders promptly and courteously.
  • Communicated effectively with kitchen staff regarding customer allergies or special requests.
  • Trained new servers on restaurant procedures and service standards, improving team performance and customer engagement.
  • Collaborated with other restaurant staff members to ensure efficient operations within the restaurant environment.
  • Followed health safety guidelines when preparing and serving food products.
  • Checked food before serving it to customers.
  • Welcomed guests upon arrival and presented menus to enhance their dining experience.
  • Promoted desserts, appetizers, and specialty drinks, contributing to increased sales and enhanced dining experience.
  • Stayed informed about daily specials, new menu items, promotions.
  • Addressed complaints to kitchen staff and served replacement items.
  • Trained new employees on restaurant procedures and plating techniques.
  • Arranged place settings with clean tablecloths, napkins and tableware to prepare for incoming guests.

Server

Lucca @ Boca Raton Resort & Club
Boca Raton
02.2005 - 06.2006
  • Provided exceptional customer service in a high-end dining environment.
  • Managed multiple tables efficiently during peak dining hours.
  • Maintained knowledge of menu items and wine pairings for guest recommendations.
  • Reviewed previous restaurant experiences to enhance service delivery.

Manager

The Addison Restaurant
Boca Raton
01.2004 - 02.2005
  • Managed daily operations of a high-volume restaurant environment.
  • Coordinated staff schedules, optimizing coverage during peak hours to enhance service efficiency.
  • Oversaw inventory management and ordered supplies to maintain stock levels.
  • Implemented customer service training programs for front-of-house staff.
  • Led team meetings to communicate goals and address operational challenges.
  • Monitored health and safety compliance throughout restaurant premises.
  • Resolved customer complaints promptly to ensure satisfaction and loyalty.
  • Monitored staff performance and addressed issues.
  • Enforced customer service standards and resolved customer problems to uphold quality service.
  • Coached, mentored and trained team members in order to improve their job performance.
  • Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
  • Provided leadership during times of organizational change or crisis situations.
  • Trained employees on additional job positions to maintain coverage of roles.
  • Assigned tasks to associates to fit skill levels and maximize team performance.
  • Developed strategies that elevated customer satisfaction and fostered loyalty among patrons.
  • Ensured compliance with all applicable laws, regulations, industry standards.
  • Maintained up-to-date records of employee attendance, payroll information, vacation requests.
  • Conducted regular meetings with staff to discuss progress and identify areas of improvement.
  • Analyzed customer feedback data to develop action plans for improving services offered.
  • Monitored budgets and expenditures, ensuring cost-effectiveness without compromising quality standards.
  • Managed inventory levels to meet demand without overstocking, reducing waste.
  • Oversaw daily operations, maintaining efficiency and quality standards.
  • Implemented quality control measures to uphold company standards.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.

Server

Houston's Restaurant
Boca Raton
07.2003 - 01.2004
  • Documented restaurant activities to ensure accurate information for staff and management

Server

Pete's Restaurant
Boca Raton
11.2002 - 07.2003
  • Recorded restaurant activities to maintain accurate operational guidelines

Server

Sarabeth's Kitchen
New York
08.1999 - 06.2003
  • Reviewed restaurant tasks to improve efficiency.

Server

Ocean Grille
New York
11.1999 - 05.2000
  • Assisted with various restaurant functions
  • Provided exceptional customer service to enhance dining experiences.
  • Managed multiple tables efficiently during peak service hours.
  • Assisted guests with menu selections and wine pairings.

Education

Bachelor of Arts - Marketing

Florida Atlantic University
Boca Raton, FL
12-2007

Associate of Arts - General Studies

University of Florida
Gainesville, FL
06-1998

Skills

  • Investment strategy
  • Portfolio management
  • Financial analysis
  • Risk assessment
  • Regulatory compliance
  • Customer relationship management
  • Client education

Languages

English
Professional
Spanish
Elementary
Greek
Elementary

Certification

Series 7

Accomplishments

Honors Society - Olympic Heights Community High School

Timeline

Team Member

Chic-Fil-A
05.2025 - 09.2025

Financial Advisor

LPL Financial
12.2018 - Current

Financial Advisor

Raymond James
01.2015 - 12.2018

Investment Advisor

The GMS Group
05.2008 - 01.2015

Stock Broker

Dawson James Securities
10.2007 - 05.2008

Server

Chops Lobster Bar
03.2007 - 11.2009

Server

Old Homestead Steakhouse
06.2006 - 03.2007

Server

Lucca @ Boca Raton Resort & Club
02.2005 - 06.2006

Manager

The Addison Restaurant
01.2004 - 02.2005

Server

Houston's Restaurant
07.2003 - 01.2004

Server

Pete's Restaurant
11.2002 - 07.2003

Server

Ocean Grille
11.1999 - 05.2000

Server

Sarabeth's Kitchen
08.1999 - 06.2003

Bachelor of Arts - Marketing

Florida Atlantic University

Associate of Arts - General Studies

University of Florida
Demetrios 'Deme' Stylianos