George Holecsko
Land O Lakes,FL
Summary
Highly driven FInancial Consultant with extensive background in comprehensive financial planning, tax efficient strategies, and diversified portfolio management. Superior written and verbal communication skills which help to build effective wealth management strategies. Established long term relationships with clients and worked exclusively with partners to provide holistic wealth management advice.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Consultant
Charles Schwab
Tampa, Florida
05.2020 - Current
- Engaged with 350 high net worth households, managing assets exceeding $700 million.
- Analyzed financial plans to create investment and estate planning strategies.
- Partnered with experts in tax, trust, estate, and fixed income for comprehensive client solutions for holistic wealth advice
- Attended Wave SWA Partner Conference to gain insights into effective wealth management practices and assist clients with 13 wealth management issues
Wealth Manager
USAA
Tampa, FL
01.2018 - 05.2020
- Assisted clients with asset allocation strategies, retirement planning and tax management
- Developed long-term relationships with clients through regular meetings and financial planning updates
- Consistently reviewed opportunities for management and consolidation of assets based on current market analysis and trends
Wealth Advisor
USAA
Tampa, Florida
01.2012 - 12.2017
- Consistently performed in top 10 percent of peers resulting in promotion to Senior Wealth Advisor
- Mentored junior Wealth Advisors on financial planning software and how to prepare comprehensive reports for clients
- Worked on CRM project with project management to enhance and simplify client records for wealth advisors
Education
Bachelor of Arts - Accounting
University of South Florida
Tampa, FL08-2014
Master of Science - Economics
Florida State University
Tallahassee, FL04-2000
Bachelor of Arts - Economics
Florida State University
Tallahassee, FL04-1998
Skills
- Wealth management consulting with high-net-worth clients
- Developing diversified investment strategies with asset allocation
- Building long term client relationships through effective communication strategies centered on current market conditions
- Very familiar with CRM tool Salesforce
- Have worked extensively with Money Guide Pro software to build comprehensive financial plans
- Notable for self-starting, self-motivation, and results orientation
Certification
- Certified Financial Planner(R)
- Certified Wealth Strategist (R)
- Chartered Life Underwriter (R)
- Chartered Financial Consultant (R)
- Series 7, 24,63 Securities Licenses
Accomplishments
- Attended Wealth Management Academy to meet with portfolio management team, banking partners, and planners to learn ways to enhance client relationships
- Selected to attend Regionals Confe rence in San Diego, California to meet with top performing representatives to review best practices
Timeline
Financial Consultant
Charles Schwab
05.2020 - Current
Wealth Manager
USAA
01.2018 - 05.2020
Wealth Advisor
USAA
01.2012 - 12.2017
Bachelor of Arts - Accounting
University of South Florida
Master of Science - Economics
Florida State University
Bachelor of Arts - Economics
Florida State University
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