Juan C. Velazquez
Houston,TX
Summary
Financial Advisor with a strong focus on retirement income and wealth management. Experience with converting prospects into long-term relationships while managing a $30M+ client book. Achieved over $10M in new assets through tailored solutions and proactive client engagement, enhancing overall client satisfaction and loyalty.
Overview
14
14
years of professional experience
Work History
Financial Advisor
PNC Wealth Management
Houston, TX
10.2024 - Current
- Manage a $30M+ client book while generating $20K+ in monthly production revenue.
- Gathered $10M+ in new assets under management through retirement rollovers, deposit conversions, and outside asset consolidation initiatives.
- Facilitated $12M+ in annuity premium placement through customized retirement income and principal preservation strategies.
- Convert bank referrals and maturing deposits into advisory, annuity, insurance, and wealth management relationships.
- Conduct discovery meetings to identify retirement income, tax planning, legacy planning, and risk management opportunities.
Assistant Vice President, Merrill Financial Solutions Advisor
Merrill Lynch
Houston, TX
03.2023 - 10.2024
- Built and expanded personal advisory practice, exceeding $10 million in client assets.
- Delivered retirement income planning, portfolio construction, risk management, and wealth transfer strategies.
- Maintained 30 to 40 daily client interactions to identify asset consolidation and advisory opportunities.
- Structured managed accounts to optimize client investment strategies.
Retirement Sales Consultant
VALIC Retirement Services
Houston, TX
05.2022 - 11.2022
- Educated 401k and 403b participants on investment insurance and retirement planning strategies to empower informed decision-making.
- Demonstrated accountability by addressing client account needs and fulfilling commitments.
Enhanced client loyalty by proactively anticipating retirement needs and delivering exceptional service. - Collaborated within a team to identify and leverage financial planning opportunities for clients.
Internal Sales Consultant
AIG/Corebridge Financial
Houston, TX
08.2021 - 05.2022
- Facilitated life insurance production by designing advanced cases, consulting on underwriting, training advisors, and providing case design support.
Life Insurance Product Specialist
Infiniteyou: Life Insurance Solutions
Houston, Texas
01.2016 - 12.2019
- Conducted outbound business development to recruit agents and develop their business to write more and bigger cases. Processed new business applications, point of sale case design, and policy delivery to ensure a quality experience. Utilized the brokerage model to identify the best solutions within our product line of life insurance, disability, and long-term care insurance for agents and their clients.
- Developed product knowledge training materials for team members and clients.
- Conducted product presentations to educate clients on insurance solutions.
- Collaborated with sales teams to enhance customer engagement strategies.
Intern
American General Life Insurance
Houston, Texas
08.2012 - 06.2013
- I worked on the internal sales floor assisting ISCs and Internal Wholesalers on various projects. Kept inventory of marketing and promotional closet to ship off to the External Wholesalers for their territory events. I began learning about life insurance by creating training binders of AIG’s extensive product line for agents and center of influences and aided in identifying policies nearing the end of their conversion period to further drive in new business.
Education
Associate of Arts -
Houston Community College
HoustonSkills
- Financial Planning
- Wealth Management
- Investment Advisory
- Retirement Income Planning
- Portfolio Diversification
- Risk Management
- Tax-Aware Distribution Strategies
- Insurance Analysis
- Estate Planning
- Legacy Planning
- Asset Consolidation
- Pipeline Management
- Relationship Management
Education And Licenses
- Associate of Arts, Houston Community College
- Series 7 License
- Series 66 License
- Texas Group 1 (Life & Health) License
- CLTC Designation
Professional Highlights
- Manage $30M+ in client assets across advisory, brokerage, retirement, and insurance relationships.
- Gathered $10M+ in new assets under management through client acquisition and asset consolidation efforts.
- Consistently generate $20K+ in monthly production revenue.
- Facilitated $12M+ in annuity premium placement across fixed, indexed, and variable annuity solutions.
- Licensed with Series 7, Series 66, and Texas Life & Health.
Timeline
Financial Advisor
PNC Wealth Management
10.2024 - Current
Assistant Vice President, Merrill Financial Solutions Advisor
Merrill Lynch
03.2023 - 10.2024
Retirement Sales Consultant
VALIC Retirement Services
05.2022 - 11.2022
Internal Sales Consultant
AIG/Corebridge Financial
08.2021 - 05.2022
Life Insurance Product Specialist
Infiniteyou: Life Insurance Solutions
01.2016 - 12.2019
Intern
American General Life Insurance
08.2012 - 06.2013
Associate of Arts -
Houston Community College