Ethan Edwards
Stanfield,NC
Summary
I’m a financial advisor specializing in retirement planning, passionate about helping clients build lasting strategies for a confident and stress-free financial future. With a natural talent for sales and a genuine ability to connect with people, I quickly earn trust and build meaningful relationships. I thrive in high-stakes conversations, turning complex financial concepts into clear, actionable plans that empower clients to make smart, confident decisions.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Investment Advisor Representative
Alloy Wealth Management
09.2024 - Current
- Specialize in retirement planning by helping clients design personalized investment strategies for long-term financial success.
- Deliver ongoing client service through regular portfolio reviews and strategy updates to stay aligned with evolving goals.
- Analyze current portfolios to uncover opportunities for optimization and better alignment with clients’ retirement objectives.
Trade Enablement Assistant
Wells Fargo Advisors
04.2023 - 09.2024
- Execute equity, options, and fixed income trades on behalf of clients with accuracy and efficiency.
- Deliver high-quality customer service by addressing trading strategies, market terminology, account inquiries, and issue resolution.
- Collaborate with peers, colleagues, and managers to troubleshoot complex situations and drive team goals forward.
Client Experience Specialist
Fidelity Charitable
08.2022 - 03.2023
- Facilitate the monthly oversight fee process, ensuring accuracy and timely completion.
- Collaborate in cross-functional team environments on projects focused on account maintenance and service delivery improvements.
- Support advisors by handling inbound inquiries related to account servicing, money movement, and general account maintenance.
Education
Bachelor of Science - Business Management
University of North Carolina At Wilmington
Wilmington, NC08-2022
Skills
- Customer Service-oriented
- Self-directed mindset
- Problem-solving skills
- Sales proficiency
Certification
Series 63/65/7
NC/SC Life Insurance
Timeline
Investment Advisor Representative
Alloy Wealth Management
09.2024 - Current
Trade Enablement Assistant
Wells Fargo Advisors
04.2023 - 09.2024
Client Experience Specialist
Fidelity Charitable
08.2022 - 03.2023
Bachelor of Science - Business Management
University of North Carolina At Wilmington
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