John Daniel
Marietta,GA
Summary
Dedicated financial professional with over 30 years of experience with outstanding relationship-building and problem-solving skills. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and exceptional customer service and communication skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Mass Mutual Financial
Atlanta, GA
05.2023 - Current
- Assisted clients in understanding complex financial concepts and instruments.
- Researched and evaluated clients' financial and insurance objectives and risk tolerance levels.
- Created customized plans tailored to each individual client's needs.
- Built and maintained strong client relationships through exceptional service and communication.
- Led client meetings to review financial goals, performance, and adjust strategies as needed.
Financial Advisor
Strategic Planning Group
Atlanta, Georgia
04.2021 - 04.2023
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy.
- Managed relationships with outside vendors such as attorneys, accountants, when necessary.
Exclusive Financial Specialist
Allstate Corp
Atlanta, GA
03.2018 - 03.2021
- Collaborated with advisors to help them uncover insurance needs and opportunities in their client files.
- Reviewed insurance plans to ensure they addressed life, disability, and long-term care needs.
- Assisted clients in identifying long-term financial goals and objectives.
- Facilitated communication between clients and other professionals such as accountants or attorneys.
Education
Bachelor of Science - Management
Georgia Institute of Technology
Atlanta, GA05-1988
Skills
- Financial Planning
- Retirement planning
- Estate Planning
- Insurance Planning
- Risk Assessment
Certification
- Certified Financial Planner
Accomplishments
Life Member MDRT
Affiliations
- Golf, tennis, fishing, travel, coaching and teaching.
Timeline
Financial Advisor
Mass Mutual Financial
05.2023 - Current
Financial Advisor
Strategic Planning Group
04.2021 - 04.2023
Exclusive Financial Specialist
Allstate Corp
03.2018 - 03.2021
Bachelor of Science - Management
Georgia Institute of Technology
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