Donald Previe, CFP®
Providence,,RI
Summary
A Financial Planner with a background in providing comprehensive financial planning advice to clients. Strengths include thorough understanding of investment strategies, tax planning, insurance products, and estate planning. Showcased ability to develop tailored financial plans that meet client needs and objectives. Contributed significantly to client satisfaction, retention, and wallet share in current role.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate Financial Planner
The Washington Trust
Westerly,, RI
09.2018 - Current
- Developed financial plans for clients based on their individual needs and goals.
- Provided advice and guidance to clients on a range of financial matters, including investments, retirement planning, and estate planning.
- Analyzed client's current financial situation to determine areas needing improvement or adjustment.
- Prepared detailed reports outlining recommended strategies for achieving clients' short-term and long-term objectives.
- Created customized presentations to present financial plan recommendations to prospective clients.
- Educated clients on best practices related to personal finance management such as budgeting, debt reduction, tax optimization.
- Assisted in the preparation of comprehensive financial plans which included cash flow analysis, insurance review, asset allocation strategies, and investment recommendations.
- Monitored portfolio performance against established benchmarks to ensure that clients' portfolios remain aligned with their goals.
- Participated in team meetings discussing developments within the company's product offerings and services delivered.
Education
Certified Financial Planner -
Boston Institute of Finance
Waltham, MA06-2023
Bachelor of Science - Management
Johnson & Wales University
Providence, RI06-2015
Skills
- Wealth Management
- Tax planning
- Estate Planning
- Cash Flow Management
- Asset Allocation
- Portfolio Management
- Retirement planning
- Report Writing
- Self-Directed
- Customer Relations
- Money Guide Pro Software
- Income Lab Software
- Vanilla Estate Planning Software
- eMoney Software
Affiliations
- Podcaster
Certification
- CFP Designation
References
References available upon request.
Timeline
Associate Financial Planner
The Washington Trust
09.2018 - Current
- CFP Designation
Certified Financial Planner -
Boston Institute of Finance
Bachelor of Science - Management
Johnson & Wales University
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