Garnett Cumbo
Matthews,NC
Summary
Dedicated financial advisor with 19 years of experience guiding clients to financial freedom, while genuinely interested in their success. Proven ability to initiate discussions that uncover additional assets and unstated client needs. Personally responsible for consolidating over $600 million in assets for multiple employers. Extremely gifted at explaining complex concepts in a way that makes them accessible to every level of investor. Possesses the flexibility to adjust to industry changes, especially as they relate to artificial intelligence. Eager to join a team that cares about the clients and wants to create an atmosphere that allows everyone to prosper.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Financial Advisor
TIAA Financial Services
Charlotte, NC
04.2016 - 01.2025
- Advised clients on investment strategies and financial planning options
- Developed customized financial plans based on individual client needs and goals.
- Educated clients on financial products and investment risks for informed decision-making.
- Facilitated client meetings with comprehensive investment strategy planning.
- Identified unstated client needs while discussing the client's financial situation.
- Routinely uncovered additional assets and assisted clients with consolidation
Investment Specialist
The Vanguard Group Inc.
Charlotte, NC
10.2006 - 04.2016
- Educated clients about the investments, products, and services relevant to their situation.
- Assisted clients with consolidating assets.
- Acted as a single point of contact throughout the consolidation process.
- Provided training and guidance to assist in the development of new employees within my department.
Investment Specialist
Prudential Financial
Charlotte, NC
01.2006 - 09.2006
- Personally responsible for locating and developing my own book of business.
- Scheduled and facilitated face-to-face client meetings.
- Helped the client choose investment strategies that aligned with their financial needs.
Education
Bachelor of Science - Business Administration
Western Carolina University
Cullowhee, NC12-2000
Skills
- Excellent verbal and written communication
- Account performance reviews
- financial planning
- client relationship management
- investment strategies
- asset consolidation
- Financial goal setting
- Investment advice
Certification
Series 6, 7, 63, 65 licensed
Timeline
Financial Advisor
TIAA Financial Services
04.2016 - 01.2025
Investment Specialist
The Vanguard Group Inc.
10.2006 - 04.2016
Investment Specialist
Prudential Financial
01.2006 - 09.2006
Bachelor of Science - Business Administration
Western Carolina University