Ethan Dale Abernathy
Adairsville
Summary
Developed, proven skills in financial planning and client advisory services within professional consulting environment, looking to transition into new field. Focused on delivering personalized financial strategies and effective communication to clients. Seeking to apply these transferrable skills to bring value and insight to different industry.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor
Merrill Lynch
07.2023 - 01.2025
- Developed comprehensive wealth plans using client's financial information to predict future success and wealth
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Managed and motivated employees to be productive and engaged in work.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Sr. Retirement Consultant
Empower Retirement
08.2021 - 06.2023
- Grow relationships with high net worth existing participants in Empower’s employer plans
- Educate participants on all options available to them in their plan to allow them to make the best educated decision with their money
- Provide appropriate solutions for each participant that aligns with the participant’s best interest
- Handle all distributions, rollovers, etc
- With participants
- Track, record, and maintain consistent notes on all participant interactions
- Utilize Salesforce to maintain appointments and calls efficiently and effectively with participants to achieve monthly sales goals
- Contact: Mike Harper : Manager
Financial Advisor
Edward Jones
01.2016 - 07.2021
- Prospect to find and acquire new clients through various techniques (door-to-door, social media, referrals, etc.)
- Conduct appointments to find out goals of clients and establish a plan to achieve their goal
- Construct investment portfolios considering the client’s situation, age, risk tolerance
- Solicit appropriate life insurance and investment vehicles that fit a client’s goals
- Continue to further relationships with clients through rapport, continuous feedback, annual reviews
- Lead and direct Branch Office Administrator to better serve our clients and accelerate growth of our branch
Education
Bachelor of Science - Business Administration, Marketing Major
University of Alabama
Tuscaloosa, AL12-2016
Associate of Science - Business Management Major
Georgia Highlands College
05.2014
Skills
- Detail oriented
- Cash flow management
- Team leadership
- Time management
- Relationship building and management
- Analytical thinking
- Retirement planning
- Teamwork and collaboration
Certification
Series7, Series66, Whole Life, Variable Life, MS Teams, MS Office, Market Research, Salesforce
Timeline
Financial Advisor
Merrill Lynch
07.2023 - 01.2025
Sr. Retirement Consultant
Empower Retirement
08.2021 - 06.2023
Financial Advisor
Edward Jones
01.2016 - 07.2021
Associate of Science - Business Management Major
Georgia Highlands College
Bachelor of Science - Business Administration, Marketing Major
University of Alabama
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