Fred Miller
Daphne,AL
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Results-driven Financial Advisor with over 30 years of experience in business development and investment consulting. Known for mentoring teams and driving pipeline management, consistently delivering successful financial strategies that enhance client satisfaction and business growth.
Overview
36
36
years of professional experience
Work History
Financial Advisor
Centennial Financial Services
Fairhope, AL
07.2021 - Current
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
Financial Advisor
BBVA Compass/PNC
Fairhope, AL
04.2006 - 07.2021
- Consulted with clients to assess and meet short- and long-term financial goal.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
Financial Advisor and Area Manager
Bank One/ Chase Investment Services
Warren, OH
03.1998 - 04.2006
- Consulted with clients to assess and meet short- and long-term financial goal.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Attracted, recruited and retained financial sales and operations teams.
- Contributed to corporate strategy initiatives management across teams through accountability, communication and reporting.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Organized team activities to build camaraderie and foster pleasant workplace culture.
- Resolved customer inquiries and complaints requiring management-level escalation.
Financial Advisor
Sun America Securities
Warren, OH
02.1996 - 01.1998
- Consulted with clients to assess and meet short- and long-term financial goal.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
Insurance Sales Agent/Financial Advisor
Prudential Insurance Company
Warren, OH
01.1990 - 02.1996
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Upsold products to policyholders and potential new clients.
- Monitored clients' insurance coverages to ensure changing needs were met.
Education
Bachelor of Science - Finance
Youngstown State University
Youngstown, OH12.1989
Skills
- Business Development
- Investment Consulting and Planning
- Pipeline management
- Exceptional team leader
Timeline
Financial Advisor
Centennial Financial Services
07.2021 - Current
Financial Advisor
BBVA Compass/PNC
04.2006 - 07.2021
Financial Advisor and Area Manager
Bank One/ Chase Investment Services
03.1998 - 04.2006
Financial Advisor
Sun America Securities
02.1996 - 01.1998
Insurance Sales Agent/Financial Advisor
Prudential Insurance Company
01.1990 - 02.1996
Bachelor of Science - Finance
Youngstown State University