Gretchen Stranch-Cote
Belchertown,MA
Summary
Dedicated and organized financial professional seeking new opportunities to drive sales and growth. Outstanding relationship-building and problem-solving skills. Driven to exceed expectations and able to operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Talented at managing competing priorities to accomplish challenging goals. Consistently exceeds company objectives to secure client satisfaction and loyalty.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Financial Advisor
J.P. Morgan Wealth Management
East Longmeadow, MA
12.2023 - Current
- I specialize in working with clients to build a solid Financial Wealth Plan to be able to create a solution for Growth and future Income for Retirement and to leave a Legacy for Family.
Financial Advisor
Morgan Stanley
Springfield, MA
07.2020 - 12.2023
- Counseled clients on financial matters and provided recommendations investment opportunities, products, and services based on client needs and asset availability.
Financial Advisor
People's United Bank
Springfield, MA
02.2020 - 07.2020
- Articulated value of various financial products, including stocks, bonds and mutual fund and educated clients on benefits of each.
Financial Advisor
United Bank
Springfield, MA
12.2015 - 02.2020
- Counseled clients on financial matters and provided recommendations investment opportunities, products, and services based on client needs and asset availability.
Financial Advisor
First Niagara Financial Group Inc.
Ludlow, MA
06.2012 - 12.2015
- Articulated value of various financial products, including stocks, bonds and mutual fund and educated clients on benefits of each.
Financial Advisor
Citizen's Financial Group
Ludlow, MA
07.2006 - 06.2012
- Counseled clients on financial matters and provided recommendations investment opportunities, products, and services based on client needs and asset availability.
Financial Advisor
Bank of America
Chicopee, MA
07.1997 - 07.2006
- Counseled clients on financial matters and provided recommendations investment opportunities, products, and services based on client needs and asset availability.
Education
Associate of Arts - Hotel and Motel Management
Bay Path University
Longmeadow, MA06.1989
Skills
- Increasing savings
- Making insurance decisions
- Understanding tax law
- Advising on investments
- Developing financial plans
- Planning for retirement
- People skills
- Working collaboratively
- Decision-making
Accomplishments
In 2018, I was named as one of the TOP 100 BANK ADVISORS in the NATION!
Certification
Series 6, Series 63, Series 7, Series 65, and Life and Health Insurance.
Timeline
Financial Advisor
J.P. Morgan Wealth Management
12.2023 - Current
Financial Advisor
Morgan Stanley
07.2020 - 12.2023
Financial Advisor
People's United Bank
02.2020 - 07.2020
Financial Advisor
United Bank
12.2015 - 02.2020
Financial Advisor
First Niagara Financial Group Inc.
06.2012 - 12.2015
Financial Advisor
Citizen's Financial Group
07.2006 - 06.2012
Financial Advisor
Bank of America
07.1997 - 07.2006
Associate of Arts - Hotel and Motel Management
Bay Path University