GUY MICHAEL BRANNUM
HILO
Summary
Results-driven leader with a robust background in financial advisory roles, excelling in client relationship management and adaptive leadership. Committed to optimizing financial strategies and enhancing client education to drive growth and satisfaction.
Overview
44
44
years of professional experience
Work History
Registered Financial Representative
Allstate Financial Services, LLC
HILO
01.2024 - Current
- Assisted clients with financial planning and investment strategy development.
- Conducted thorough needs assessments to identify client financial goals.
- Educated clients on suitable insurance products and investment vehicles to align with financial goals.
- Prepared detailed reports analyzing client portfolios and performance to inform strategic decisions.
- Facilitated regular client meetings to review financial plans and adjust strategies.
- Reviewed client portfolio holdings and proposed adjustments.
- Generated new business through referrals from satisfied clients and effective networking activities.
Financial Advisor, OSJ, Branch Owner
JW COLE Financial Services
Honolulu
03.2012 - 12.2023
- Collaborated with team members to improve service delivery standards, resulting in enhanced client satisfaction.
- Facilitated client meetings with comprehensive investment strategy planning.
- Promoted business initiatives that expanded customer base and contributed to revenue growth.
- Developed and deepened relationships with new and existing clients to drive client engagement and business growth.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
Divisional VP
Equitable (AXA) Financial services
Honolulu
06.1982 - 07.2022
- Established performance metrics to evaluate and enhance team effectiveness and efficiency.
- Assessed program effectiveness and proposed modifications.
- Created and managed annual budget to align with division goals and optimize resource allocation.
- Identified areas of opportunity within departments and created action plans for improvement.
- Provided leadership guidance during times of change or transition within the organization.
- Oversaw implementation of new technologies to improve efficiency and productivity.
- Ensured compliance with all relevant laws, regulations and company policies.
- Developed and implemented strategies to increase market share and drive profitability for the division.
- Hired, trained, and mentored staff members to maximize productivity.
Financial Advisor, OSJ, Branch Owner
LPL Financial Services
Honolulu
08.2002 - 02.2012
- Developed personalized financial plans based on client needs.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Managed client portfolios, ensuring alignment with risk tolerance.
- Developed strong client relationships through regular communication and tailored support, fostering loyalty and retention.
- Increased assets under management by leveraging referrals and pursuing new business opportunities.
- Collaborated with team members to improve service delivery standards, resulting in higher client satisfaction.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
- Actively participated in marketing initiatives aimed at increasing brand awareness within the community.
Education
BBA - Marketing-Management / Finance
University of Portland
Portland, OR12-1985
Skills
- Financial planning
- Portfolio analysis
- Risk assessment
- Compliance adherence
- Market analysis
- Client relationship management
- Client acquisition
- Client education
- Financial presentations
- Effective communication
- Problem solving
- Time management
- Relationship building
- Adaptive leadership
Timeline
Registered Financial Representative
Allstate Financial Services, LLC
01.2024 - Current
Financial Advisor, OSJ, Branch Owner
JW COLE Financial Services
03.2012 - 12.2023
Financial Advisor, OSJ, Branch Owner
LPL Financial Services
08.2002 - 02.2012
Divisional VP
Equitable (AXA) Financial services
06.1982 - 07.2022
BBA - Marketing-Management / Finance
University of Portland