Donna Heatherley Martin
Belton,TX
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
25
25
years of professional experience
Work History
Financial Advisor
Raymond James
08.2020 - Current
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- 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.
- Informed clients of strategies for reducing debt and maximizing savings.
- Researched and evaluated potential investment products for clients.
Financial Advisor
Edward Jones
12.2013 - 08.2020
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Educated clients on potential risks and rewards associated with various investments.
- Led financial planning seminars, attracting potential clients through expert knowledge sharing.
Benefits Manager
Baylor Scott & White
10.2007 - 07.2012
- Directed and controlled 401K, medical, dental, and vision benefit packages.
- Evaluated different providers offering range of services, coverages and plan options to pick optimal choice.
- Managed FMLA administration, coordinating leave requests and tracking time off for compliance purposes.
- Ensured compliance with all federal, state, and local regulations governing employee benefits programs.
- Managed relationships with external vendors such as insurers and brokers, fostering strong partnerships in support of company objectives.
- Fostered a culture of continuous improvement by regularly reviewing processes and policies surrounding employee benefits management.
- Conducted regular audits of benefit plans to identify discrepancies and maintain accuracy in records.
- Streamlined benefits enrollment process for smoother onboarding of new employees.
- Coordinated disability claims management, working closely with insurance providers to facilitate prompt resolutions for affected employees.
- Improved benefits communication, resulting in increased employee understanding and participation.
- Educated new hires about different benefit plans.
Risk Management Coordinator
Baylor Scott & White
01.2000 - 10.2007
- Investigated allegations to check validity and recommend actions to minimize risk.
- Developed short-term goals and long-term strategic plans to improve risk control and mitigation.
- Taught employees how to control risks at front line.
- Instituted regular safety inspections and hazards management strategies to keep operations compliant.
- Conducted root-cause analysis for past incidents, identifying areas of improvement to prevent future occurrences.
- Optimized risk mitigation strategies with continuous monitoring and timely adjustments in response to emerging threats.
- Evaluated third-party vendors'' adherence to industry standards, reducing potential liabilities from substandard products or services.
- Assisted executive leadership in developing strategic goals aligned with effective risk management principles.
- Maintained up-to-date knowledge of industry best practices and regulatory changes through consistent research and professional development opportunities.
- Reviewed insurance policies annually, ensuring adequate coverage while optimizing premiums paid for optimal costefficiency.
- Developed detailed reports on identified risks, providing actionable insights for decision-makers to implement necessary changes.
- Helped risk management team produce timely reports analyzing medical records based upon complaint.
- Participated in industry conferences and networking events to stay informed about emerging trends and maintain connections with other risk management professionals.
Education
BBA - Management
University of Mary Hardin-Baylor
Belton, TX12.1999
Skills
- Financial services
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Multitasking and organization
- Investment planning
- Decision-making
- Verbal and written communication
- Critical thinking
- Client relations
- Insurance planning
- Business development
Licenses
General Securities - Series 7
Uniform Combined State Law Exam - Series 66
Securities Industry Essentials Exam - SIE
Texas General Lines Agent - Life, Accident, Health and HMO
Timeline
Financial Advisor
Raymond James
08.2020 - Current
Financial Advisor
Edward Jones
12.2013 - 08.2020
Benefits Manager
Baylor Scott & White
10.2007 - 07.2012
Risk Management Coordinator
Baylor Scott & White
01.2000 - 10.2007
BBA - Management
University of Mary Hardin-Baylor
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