JOHN P. SCHENONE
The Villages,FL
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Financial Advisor
JD Mellberg Financial
03.2020 - Current
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Researched and evaluated potential investment products for clients.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle in retirement.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
FINANCIAL ADVISOR
PRUDENTIAL ADVISORS
10.2016 - 01.2020
- Cultivate trusting relationships with clients throughout the financial management process, from identifying and prioritizing their primary financial goals to evaluating the effectiveness of customized investment and protection strategies.
PERSONAL FINANCIAL REPRESENTATIVE
ALLSTATE FINANCIAL SERVICES
05.2001 - 10.2016
- Forged deep and meaningful relationships with clients by always putting their best interest first
- This starts by getting a complete understanding of the client's current financial situation, objectives, time frame and making the appropriate recommendations to accomplish their goals.
MARKETING AND CLIENT RELATIONSHIP MANAGER
POLEN CAPITAL MANAGEMENT
01.2000 - 05.2001
- Demystified and reinforced the Polen Capital Management investment process for the firm's individual and institutional clients.
FINANCIAL ADVISOR/VICE PRESIDENT OF INVESTMENTS
PRUDENTIAL SECURITIES
01.1995 - 01.2000
- Successfully transitioned client book of business from Merrill Lynch to Prudential Securities, as well as expanded the client base through the referral process.
FINANCIAL CONSULTANT
MERRILL LYNCH
01.1988 - 07.1995
- Accelerated the development of a client book of business through telemarketing, referrals, seminars, and trade shows.
Education
MAJOR IN ECONOMICS -
University of South Florida
Tampa, FLMAJOR IN FINANCE -
Jacksonville University
Jacksonville, FLSkills
- Relationship building and management
- Client Engagement
- Insurance decisions
- Retirement planning
- Insurance sales
- Long-Term Care Planning
Certification
- Series 7 - General Securities Representative
- Series 63 - Uniform Securities Agent State Law
- Series 66 - Registered Investment Advisor
- 2-15 - Resident Health & Life (Including Annuities & Variable Contracts)
Technical Proficiencies
Salesforce CRM, Microsoft Office Suite, and Microsoft Exchange
Awards
- Million Dollar Roundtable
- Million Dollar Roundtable Court of the Table
- Allstate Inner circle Elite
- Allstate Chairman's Council
- Allstate Financial Leaders Forum
- Allstate Exclusive Financial Specialist of the Year
- Allstate National Conference
- Allstate Circle of Champions
- Allstate Honor Ring
- Allstate National Advisory Board
- Prudential President's Council
- Prudential Masters Council
- Voya Director's Council
References
References available upon request
Timeline
Financial Advisor
JD Mellberg Financial
03.2020 - Current
FINANCIAL ADVISOR
PRUDENTIAL ADVISORS
10.2016 - 01.2020
PERSONAL FINANCIAL REPRESENTATIVE
ALLSTATE FINANCIAL SERVICES
05.2001 - 10.2016
MARKETING AND CLIENT RELATIONSHIP MANAGER
POLEN CAPITAL MANAGEMENT
01.2000 - 05.2001
FINANCIAL ADVISOR/VICE PRESIDENT OF INVESTMENTS
PRUDENTIAL SECURITIES
01.1995 - 01.2000
FINANCIAL CONSULTANT
MERRILL LYNCH
01.1988 - 07.1995
MAJOR IN ECONOMICS -
University of South Florida
MAJOR IN FINANCE -
Jacksonville University
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