Utilized advanced financial planning tools to create comprehensive wealth management plans, effectively addressing client needs in investment, retirement, and estate planning.
Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
Advised clients on risk management strategies to protect assets against market volatility.
Cultivated network of industry professionals to support client needs beyond traditional financial advisory services.
Financial Solutions Advisor
Bank of America Merrill Lynch
07.2023 - 08.2024
Provided expert guidance on retirement planning, helping clients reach their long-term financial goals with confidence.
Assisted clients in navigating complex investment options, breaking down jargon into understandable terms for informed decision making.
Expanded business opportunities through effective networking, referrals, and community involvement initiatives.
Consistently met or exceeded metrics to progress to next phase of advisor development program in shortest possible time frame
Advisor Development Program Summer Analyst
Merrill Lynch
06.2022 - 08.2022
Assisted several Merrill advisors during ten-week internship program with creation of personal wealth analyses for their prospective and existing clients.
Prepared materials for client meetings to assist advisors in presentation of different financial plans and strategies.
Underwent extensive training on fundamentals of financial planning.
Vice President at Merrill Lynch, Pierce, Fenner & Smith Incorporated: Merrill EdgeVice President at Merrill Lynch, Pierce, Fenner & Smith Incorporated: Merrill Edge