Hilary Daniel
Charlotte,NC
Summary
Strategic Certified Financial Planner with high-level financial acumen and in-depth knowledge of portfolio management. Works with clients to assess risk tolerance and strategize individualized wealth management plans. Meticulous investment professional with expertise in client education.
Overview
19
19
years of professional experience
Work History
Certified Financial Planner
Modera Wealth Management
Charlotte, NC
11.2020 - Current
- Prepared and finalized proformas for new business opportunities.
- Developed comprehensive financial plans for clients, including retirement, estate and tax planning.
- Formulated and actualized strategic financial plans across client investment portfolios.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Conducted analysis of client goals and objectives to recommend appropriate investment strategies.
- Advised clients on various aspects of their finances, including saving money for future needs, investing for retirement.
- Cultivated trust with clients to offer peace-of-mind throughout wealth management strategizing.
- Expertly managed client portfolios to maximize returns and maintain risk tolerances.
- Simplified complex financial terminology and concepts to support client comprehension and informed decision-making.
- Kept close view on health and performance of base business and helped sustain long-term targets.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
Senior High Net Worth Client Consultant
Vanguard
Charlotte, NC
09.2019 - 11.2020
- Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
- Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
- Leveraged detailed knowledge to recommend and select suitable products and services.
- Implemented new company platform initiatives, learning and mastering new technologies to improve client service.
High Net Worth Relationship Manager
Vanguard
Charlotte, NC
04.2013 - 09.2019
- Identified customer needs and helped with individualized financial planning.
- Advised customers on financial investment options and capital expenditures.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Offered clients personalized options to answer wide range of needs.
Financial Advisor
Wells Fargo Advisors
Charlotte, NC
03.2006 - 03.2011
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Consulted with clients to assess and meet short- and long-term financial goal.
- 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.
- Developed strong partnerships with retail branches, business banking and wealth partners to ensure investment needs of current and potential customers are met or exceeded.
- Facilitated client meetings with comprehensive investment strategy planning.
- Increased assets under management by offering investment and insurance solutions to clients.
Financial Advisor
Morgan Stanley
White Plains, NY
05.2005 - 05.2006
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Grew assets under management through referrals and new business opportunities.
- Delivered high-quality customer service experience through understanding of sales process, policies and licensing requirements which contributed to retention and expansion of client relationships.
- Facilitated client meetings with comprehensive investment strategy planning.
- Promoted business to increase customer base and grow revenue.
Education
MBA - Finance
Strayer University
Charlotte, NC06.2009
Bachelor of Science - Computer And Information Systems Security
Monroe College
The Bronx, NY01.2004
Skills
- Certified Financial Planner
- Client Recruiting and Retention
- Investment Performance Reporting
- Verbal and Written Communication
- Cash Management Strategies
- Portfolio Management
Timeline
Certified Financial Planner
Modera Wealth Management
11.2020 - Current
Senior High Net Worth Client Consultant
Vanguard
09.2019 - 11.2020
High Net Worth Relationship Manager
Vanguard
04.2013 - 09.2019
Financial Advisor
Wells Fargo Advisors
03.2006 - 03.2011
Financial Advisor
Morgan Stanley
05.2005 - 05.2006
MBA - Finance
Strayer University
Bachelor of Science - Computer And Information Systems Security
Monroe College
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