Isaac Holland
Pensacola
Summary
Results-driven Financial Advisor with comprehensive skills in wealth management and retirement planning. Proven ability to develop personalized financial strategies and foster strong client relationships to drive trust and loyalty.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Advisor
McAdam Financial
Philadelphia PA
05.2021 - Current
- Developed personalized financial plans to meet client goals and objectives.
- Analyzed investment portfolios, providing strategic recommendations for optimization.
- Conducted regular market research to inform clients of emerging trends and opportunities.
- Facilitated comprehensive financial plans to ensure alignment with client needs and risk tolerance.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Landscaper
HS Holland Landscaping
Curwensville, PA
05.2017 - 05.2021
- Designed and implemented landscape layouts, enhancing aesthetic appeal and functionality of outdoor spaces.
- Operated heavy machinery, including tractors and mowers, ensuring efficient site preparation and maintenance.
- Supervised team members, providing training on horticultural practices and safety protocols to improve workflow.
- Conducted soil analysis to determine appropriate planting strategies, optimizing plant health and growth conditions.
Shelf Stocker
Goodmans Foodliner
Curwensville, PA
06.2013 - 05.2021
- Stocked shelves efficiently and maintained organized product displays.
- Monitored inventory levels to ensure product availability and minimize stockouts.
- Assisted in training new staff on proper stocking procedures and safety protocols.
- Collaborated with team members to optimize store layout for improved customer access.
Education
Bachelor of Science - Real Estate And Marketing
Clarion University of Pennsylvania
Clarion, PA05-2021
Skills
- Comprehensive financial planning
- Retirement planning
- Wealth management
- Insurance planning
- Relationship building and management
- Inflation protection strategies
- Sales expertise
- Analytical thinking
Certification
Series 65 - FINRA
Insurance Producer License (Life, Accident, Health)
Timeline
Financial Advisor
McAdam Financial
05.2021 - Current
Landscaper
HS Holland Landscaping
05.2017 - 05.2021
Shelf Stocker
Goodmans Foodliner
06.2013 - 05.2021
Bachelor of Science - Real Estate And Marketing
Clarion University of Pennsylvania