Elliot Boyd
Beavercreek,OH
Summary
Professional in financial services with a 14-year track record of success in wealth management and financial planning. Enthusiastic Advisor eager to
contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of relationship building and
training in business continuity planning. Motivated to learn, grow and excel in financial planning.
Overview
13
13
years of professional experience
Work History
Financial Advisor and Growth Development Director
Northwestern Mutual
09.2010 - Current
- Meet with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Recruit, train, and mentor new advisors.
Education
The American College of Financial Services
BBA - Finance
Marshall University
Huntington, WV05.2010
Skills
- Wealth Management
- Financial Planning
- Risk Management
- Funding Education
- Relationship Management
- Business Development
Affiliations
- Valley View Local School Board - 2018-2021
- Leadership Dayton - Class of 2023
- NAIFA Board Of Directors - 2015
Timeline
Financial Advisor and Growth Development Director
Northwestern Mutual
09.2010 - Current
The American College of Financial Services
BBA - Finance
Marshall University
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