Justin Tate
Cordova,TN
Summary
Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Several years of success supporting client financial goals through astute investment guidance.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor
Merrill Lynch
Memphis, TN
01.2024 - Current
- Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Educated clients on investment principles, market dynamics, and the importance of portfolio diversification.
- Developed and maintained strong client relationships through exceptional service and communication.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
Senior Banker
Bank of America
Memphis, TN
12.2022 - 12.2023
- Supported sourcing initiatives with cycle time reduction and product cost out.
- Managed daily operations of the bank branch, including staff supervision and training.
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Achieved or exceeded personal sales goals on consistent basis.
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
Financial Planner/Wealth Management Consultant
Northwestern Mutual
CORDOVA, Tennessee
06.2020 - 12.2022
- Created financial plans for over 300 clients in 12 states in the US all with Different financial backgrounds .
- Created special services for A+ clients , client north of 1M of networks .
- Consulted with clients to assess and meet short- and long-term financial goal.
- Exceeded company standard new clients being onboarded to organization .
- Consulted with clients CPA's to meet short- and long-term financial goal.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Simplified complex financial terminology and concepts to support client comprehension and informed decision-making.
- Cultivated trust with clients to offer peace-of-mind throughout wealth management strategizing.
- Strengthened client relationships by conducting routine portfolio reviews and inviting them to social events .
- Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.
Chemical Analyst Sales Manager
Georgia-Pacific
Memphis, TN
02.2018 - 06.2020
- Developed and trained Team member of safe practices and testing requirements
- Tracked monthly sales to generate reports for business development planning.
- Analyzed business and sales targets using critical problem-solving skills.
- Delivered sales presentations focused on offerings and unique advantages over competitors.
- Developed reports and recommendations regarding research outcomes
- Interacted with other departments and appropriate stakeholders to discuss product formulation analysis results.
Universal Banker
Regions Bank
Memphis, TN
05.2016 - 05.2017
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets
- Advised customers on bank products, services and financial planning options
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs
- Identified and pursued potential new business clients, looking for ways to cultivate long-term, primary banking relationships
- Met with new clients and completed pre-qualification procedures.
- Built positive relationships with realtors to produce client referrals.
Education
Bachelor of Science - Chemistry & Mathematics
LeMoyne-Owen College
Memphis, TN05.2016
Skills
- Microsoft Office proficiency
- Critical thinking
- Relationship building
- Charitable contributions
- Strategic planning
- Financial event management
- Investment expertise
- Insurance knowledge
- Budgeting skills
- Tax concepts
Accomplishments
- Pacesetter First 40 honors Financial Representatives who set 40 clients on the path to achieving financial security during their first six months in the business through the issuance of life, disability, and long term care insurance policies
- Become a member of our LD1 program which a program that recognizes rising leaders in our network office
- HBCU Wellness Project President (Coordinator) 2013-2016
- Created and implemented campus-based intervention projects focused on health disparities in the African American community that lead to chronic illnesses;
- Built and sustained community partnerships to identify, isolate, and help solve health problems utilizing the MAPP process for minimizing health disparities;.
Additional Information
- ACTIVITIES AND HONORS , Pacesetter 1st 40 New Client Bonus
Certification
- Life and Health Insurance
- Series 7
- Series 66
Community Service
- Junior Achievement Young Professional Board Member
References
References available upon request.
Timeline
Financial Advisor
Merrill Lynch
01.2024 - Current
Senior Banker
Bank of America
12.2022 - 12.2023
Financial Planner/Wealth Management Consultant
Northwestern Mutual
06.2020 - 12.2022
Chemical Analyst Sales Manager
Georgia-Pacific
02.2018 - 06.2020
Universal Banker
Regions Bank
05.2016 - 05.2017
Bachelor of Science - Chemistry & Mathematics
LeMoyne-Owen College
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