Jason DeGolyer
Saint Petersburg,FL
Summary
Meticulous professional with a background in assessing client needs and effectively managing financial portfolios. An established Senior Financial Advisor promoting exemplary coaching, business development and interpersonal communication talents.
Overview
34
34
years of professional experience
Work History
Premium Plus Investment Advisor
Merrill Lynch Wealth Management
08.2021 - 04.2024
- Responsible for facilitating complicated margin and options transactions for the firms' largest clients (Top 5%)
- Optimized risk management for clients through thorough due diligence and researching investment opportunities.
- Mentored junior traders, sharing expertise and offering valuable insights into industry best practices.
- Evaluated complex financial instruments, determining potential risks and rewards for various investment scenarios.
Financial Solutions Advisor
Merrill Lynch Wealth Management
11.2019 - 08.2021
- Provide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of our wealth management tools.
- Further deepen relationships with our existing client base and partnering closely with internal team members when appropriate.
- Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments.
- Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs.
Inbound Sales Team Manager
Holiday Inn Club Vacations
03.2019 - 11.2019
- Monitor and coach agents while utilizing company approved forms such as Daily Action Plan, Agent Monitoring and Coaching
- Provide 1:1 coaching sessions live monitoring and review call recordings for enhanced soft skill training
- Track team statistics and provide individual and team goals on a daily and weekly basis to ensure agents success and retention
Service Manager
Lowes Home Improvement
03.2017 - 03.2019
- Primarily responsible for enabling and empowering a team of 80 Customer Service Associates (CSAs) to deliver the best possible customer service experience in the store
- Ensures that all department(s) are customer ready at all times while inspiring engaging, customer-focused behavior, mitigating and reducing customer complaints, and driving positive first impressions for customers upon entering the store
- Recruited, hired and mentored service department personnel
Sr Financial Advisor- Small Business Team
Merrill Lynch, Bank of America Inc
05.2014 - 07.2015
- Responsible for sales and service of all of Merrill Lynch's small business accounts serviced through the Merrill Edge platform
- Interview clients to determine clients assets, liabilities, cash flow, insurance coverage, tax status or financial objectives
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
Sr. Financial Advisor- Annuity Team
Merrill Lynch, Bank of America Inc
06.2011 - 06.2014
- Responsible for sales and service of all of Merrill Lynch's housed annuity accounts
- Contact prospective customers to determine customer needs, present information, or explain available services
- Researched annuity rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers
Financial Advisor-Premier Accounts Team
Merrill Lynch Pierce Fenner and Smith
04.2010 - 06.2011
- Responsible for sales and service of all Merrill Lynch Premier clients (over 100k)
- Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning
- Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections
Financial Advisor
Merrill Lynch Pierce Fenner and Smith
03.2008 - 04.2010
- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
- Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances
Vice President Financial Advisor
UBS- Union Bank of Switzerland
06.2006 - 03.2008
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
Financial Solutions Advisor
Wachovia Investment Services
06.2005 - 06.2006
- Determine customers' financial services needs and prepare proposals to sell services that address these needs
- Contact prospective customers to present information and explain available services
- Partnered with local organizations to provide specialized support to diverse populations with unique needs
Internal/Hybrid Wholesaler
Franklin Templeton Investments
01.2000 - 06.2005
- Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific products and services
- Emphasize product features based on analyses of customers' needs and on technical knowledge of product capabilities and limitations
- Select the correct products or assist customers in making product selections, based on customers' needs, product specifications, and applicable regulations
Operations Manager
Tropical Condominium Services
06.1990 - 12.1999
On Air Talent
91.1 FM WCIE
01.1993 - 06.1996
Education
B.A - History Candidate
University of South Florida
Tampa, FLAssociates Degree - Business
Saint Petersburg College
St. Petersburg, FL1993
Timeline
Premium Plus Investment Advisor
Merrill Lynch Wealth Management
08.2021 - 04.2024
Financial Solutions Advisor
Merrill Lynch Wealth Management
11.2019 - 08.2021
Inbound Sales Team Manager
Holiday Inn Club Vacations
03.2019 - 11.2019
Service Manager
Lowes Home Improvement
03.2017 - 03.2019
Sr Financial Advisor- Small Business Team
Merrill Lynch, Bank of America Inc
05.2014 - 07.2015
Sr. Financial Advisor- Annuity Team
Merrill Lynch, Bank of America Inc
06.2011 - 06.2014
Financial Advisor-Premier Accounts Team
Merrill Lynch Pierce Fenner and Smith
04.2010 - 06.2011
Financial Advisor
Merrill Lynch Pierce Fenner and Smith
03.2008 - 04.2010
Vice President Financial Advisor
UBS- Union Bank of Switzerland
06.2006 - 03.2008
Financial Solutions Advisor
Wachovia Investment Services
06.2005 - 06.2006
Internal/Hybrid Wholesaler
Franklin Templeton Investments
01.2000 - 06.2005
On Air Talent
91.1 FM WCIE
01.1993 - 06.1996
Operations Manager
Tropical Condominium Services
06.1990 - 12.1999
B.A - History Candidate
University of South Florida
Associates Degree - Business
Saint Petersburg College
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