Keith A. Esp, MBA
Tampa
Summary
Accomplished Financial Advisor with a proven track record at ESP Wealth Management, LLC., specializing in wealth management, estate planning. and investment. Expert in crafting tailored financial plans, enhancing client portfolios, and exceeding financial goals through strategic investment advice and retirement planning. Demonstrates exceptional skill in risk assessment and client education, ensuring comprehensive service delivery and client satisfaction. Friendly and personable with adaptable approach.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Financial Advisor
ESP Wealth Managemnt, LLC.
02.2009 - 01.2023
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Financial Advisor
AXA Financial
02.2004 - 01.2009
Job Description same as above
Fincancial Advisor
American Express Financial Advisors Inc.
01.2002 - 01.2004
Job Description same as above
Education
MBA - Financial Management
University of South Florida
Tampa, FL12-2001
Bachelor of Science - Civil Engineering
University of South Florida
Tampa, FL06-1999
Skills
- Investment advice
- Relationship building and management
- Retirement planning
- Risk assessment
- Sales and marketing
- Wealth management
- Asset allocation
- Insurance planning
- Portfolio construction
- Long-term care planning
- Education funding
- Estate planning
- Employee benefits consulting
Accomplishments
Presidents Club - numerous times
Prudential Annuity Advisory Council
Certification
Series 7
Series 63
Series 65
Series 24
Florida Insurance License 2-15
Timeline
Financial Advisor
ESP Wealth Managemnt, LLC.
02.2009 - 01.2023
Financial Advisor
AXA Financial
02.2004 - 01.2009
Fincancial Advisor
American Express Financial Advisors Inc.
01.2002 - 01.2004
MBA - Financial Management
University of South Florida
Bachelor of Science - Civil Engineering
University of South Florida
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