Donald Ross Viergever
Fate,Texas
Summary
Ross Viergever is a passionate financial planner with a genuine dedication to helping clients achieve their personal and financial aspirations and enhance their quality of life. Ross's career is defined by his unwavering focus on providing value and building lasting relationships. His holistic approach to financial planning means that every strategy is tailored to fit the individual needs and long-term objectives of his clients.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Wealth Manager
Symphony Wealth Group
Plano, TX
10.2023 - Current
- Facilitate oversight of over $700 million of assets under management.
- Develop long-term relationships with clients through regular meetings and reviews of their financial plan.
- Communicated regularly with clients regarding any changes or updates in the status of their investments.
- Research the various markets in order to provide timely advice on how best to manage a client's assets.
- Generate, design, and showcase new content encompassing client deliverables and marketing materials
- Developed tailored financial strategies, integrating estate planning, tax optimization, and wealth preservation
- Trained junior advisors in managing client relationships and executing complex planning methods.
Associate
Goldman Sachs
Plano, TX
05.2019 - 10.2023
- Executed comprehensive financial analysis to formulate tailored wealth management strategies.
- Conducted performance reviews and provided investment recommendations to clients.
- Partnered with senior advisors to formulate detailed financial plans targeting retirement, estate, and tax strategies.
Guidance Specialist
United Capital
Irving, TX
06.2017 - 05.2019
- Constructed financial plans for advisors nationwide, enhancing wealth management strategies.
- Led and organized three-day 'Boot Camp' courses for new advisors and staff.
- Conducted thorough financial analyses to tailor personalized wealth management solutions.
Education
Bachelor of Science - Business With Minor in Financial Planning
Texas A&M University
College Station, TX12.2016
Skills
- Microsoft Office
- eMoney
- Money Guide Pro
- Envestnet
- Wealthscape
- Wealthcom
- Salesforce
- Redtail
- Wealthbox
Certification
- CERTIFIED FINANCIAL PLANNER, CFP Board, Considered the Gold Standard in Financial Planning
- Certified Exit Planning Advisor, Exit Planning Institute, Provides resources and framework to help business owners execute the sell of their business
- Series 65 Uniform Investment Advisor, FINRA, Registered Investment Advisor requirement
Affiliations
- Lakepointe Security Team
- CPR Certified
- Texas A&M Recreation Center Certified
References
References available upon request.
Timeline
Senior Wealth Manager
Symphony Wealth Group
10.2023 - Current
Associate
Goldman Sachs
05.2019 - 10.2023
Guidance Specialist
United Capital
06.2017 - 05.2019
Bachelor of Science - Business With Minor in Financial Planning
Texas A&M University
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