Allison Brand, CFP®
Houston,TX
Summary
Dynamic and motivated financial planner dedicated to empowering clients to achieve their financial goals through holistic planning. Experienced in developing, presenting, and monitoring the implementation of comprehensive financial strategies tailored to align with individual client needs, objectives, and values. Committed to delivering ethical financial services that instill confidence and enable clients to live the lives they envision. Eager to collaborate with like-minded professionals to foster growth and effectively serve the Houston community.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Planner
Inscription Capital LLC
11.2023 - Current
- Develop, present, and monitor the implementation of comprehensive financial plans for ultra high-net worth individuals and families.
- Collaborated with tax professionals to optimize client tax strategies and outcomes.
- Gather, input and maintain data and documentation in eMoney software for all financial planning clients.
Client Service Associate & Paraplanner
Connors Wealth Management
06.2023 - 11.2023
- Use eMoney to prepare and analyze financial plans and provide recommendations regarding employer retirement plans, debt management strategies, education savings and insurance coverages.
- Use Holistiplan to analyze client tax returns and provide recommendations to lead financial advisor.
- Assist client service team with account openings, client requests, and report preparation for client reviews.
Client Concierge
Oak Harvest Financial Group
05.2022 - 05.2023
- Was promoted from Administrative Assistant to Client Concierge in August, 2022.
- Communicate between clients and financial advisors by anticipating and resolving questions and concerns to maintain lasting relationships.
- Handled check processing, client onboarding, RMD calculating and processing, annuity applications and service requests, and TD Ameritrade applications and service requests for 340+ clients and growing.
Substitute Teacher
Houston ISD
09.2021 - 04.2022
- Followed classroom plans left by class teacher to uphold classroom routines and reinforce core concepts.
3rd Grade Math Teacher
Houston ISD
08.2020 - 07.2021
- Incorporated exciting and engaging activities to reinforce student participation and hands-on learning.
- Raised class average for standardized test scores in Mathematics by 19% over the course of one school year while teaching virtually and in-person simultaneously.
Education
No Degree - Certified Financial Planner Certification Program
Rice University
Houston, TX12.2022
Bachelor of Science - Elementary Education
The University of Alabama
Tuscaloosa, AL05.2020
Skills
- eMoney
- Analyzing financial plans
- Client relationship management
- Reliability
- Self-motivation
- Adaptability
- Organization
- Efficiency
- Prioritization
- Collaboration and communication
Certification
- Life & Health Insurance License (TX)
- CFP®
- Series 65
Timeline
Financial Planner
Inscription Capital LLC
11.2023 - Current
Client Service Associate & Paraplanner
Connors Wealth Management
06.2023 - 11.2023
Client Concierge
Oak Harvest Financial Group
05.2022 - 05.2023
Substitute Teacher
Houston ISD
09.2021 - 04.2022
3rd Grade Math Teacher
Houston ISD
08.2020 - 07.2021
No Degree - Certified Financial Planner Certification Program
Rice University
Bachelor of Science - Elementary Education
The University of Alabama