John Montgomery
Houston,TX
Summary
Personable and motivated Financial Advisor committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach their financial goals.
Overview
14
14
years of professional experience
Work History
Financial Advisor Development Program/Merrill Financial Solutions Advisor
Merrill Lynch Wealth Management
01.2019 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Collaborated with team members to streamline processes and improve overall client experience.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Facilitated new client onboarding process and investment account setup.
- Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.
- Educated clients on potential risks and rewards associated with various investments.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post-retirement.
- Monitored and updated financial plans to comply with client goals.
- Presented financial plans and investment recommendations to clients.
Materials Management/Chef
Dingus Magee's
01.2017 - 01.2018
Associate Trainer
Panera Bread
01.2014 - 01.2017
Intern
Walter Oil & Gas
07.2010 - 07.2010
Intern
Cooper Welch Homes
06.2010 - 06.2010
Intern
Freestone Partners LLC
05.2010 - 05.2010
Education
Bachelor of Business Administration - Business Management
Georgia Southern University
01.2018
Skills
- Salesforce
- Pipeline Management
- Project Management
- Portfolio Construction
- Financial Planning
- Wealth Management
- Risk Assessment
- Financials Analysis
- Investment Guidance and Management
- Education Funding
- Retirement Planning
Websites
Proficiency
- SAP ERP Suite
- Salesforce
- JavaScript Algorithms & Data Structures
- Currency - Binary Options
- Microsoft Office Suite
- Project Management
- Data Analysis
- Series 7/66
- ERP Systems
References
[upon request]
Timeline
Financial Advisor Development Program/Merrill Financial Solutions Advisor
Merrill Lynch Wealth Management
01.2019 - Current
Materials Management/Chef
Dingus Magee's
01.2017 - 01.2018
Associate Trainer
Panera Bread
01.2014 - 01.2017
Intern
Walter Oil & Gas
07.2010 - 07.2010
Intern
Cooper Welch Homes
06.2010 - 06.2010
Intern
Freestone Partners LLC
05.2010 - 05.2010
Bachelor of Business Administration - Business Management
Georgia Southern University
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