Kelly Seward
Bel Air,MD
Summary
Organized and detail-oriented Wealth Management Professional with experience advising clients on all aspects of financial planning, risk management, investment & retirement income planning.
Oversees day to day operations of a successful Wealth Management and Financial Planning practice, including marketing, new client acquisition, client service and retention, practice management and also maintaining and growing the existing book of clients. Strong background in understanding financial products, financial markets and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
28
28
years of professional experience
Work History
Associate Wealth Management Advisor
Better Together Wealth Management
02.2008 - Current
- Developed comprehensive financial plans for clients to achieve their long-term financial goals.
- Cultivated strong relationships with clients, listening to their needs and concerns, resulting in high levels of trust and loyalty.
- Enhanced client satisfaction by providing personalized wealth management advice and recommendations.
- Managed client portfolios effectively, ensuring optimal asset allocation and risk management strategies were employed.
- Collaborated with tax professionals and estate planners to ensure comprehensive services were provided to clients.
- Educated clients on various investment products, empowering them to make knowledgeable choices about their finances.
- Prepared detailed reports for both internal use and client presentations that accurately reflected account holdings, performance metrics, and recommendations for future action steps.
- Conducted regular portfolio reviews with clients to discuss progress towards goals or any necessary updates or changes needed based on changing circumstances or market conditions.
- Communicated with clients about financial planning needs and decisions.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Assisted in onboarding of new clients by gathering relevant information about their financial situation and helping them establish appropriate strategies to meet their goals.
- Streamlined internal processes and workflows to maximize efficiency, allowing for more time to be spent on value-added client interactions.
- Oversaw all aspects and day-to-day operations of a successful Wealth Management practice that consistently was Top 10 within our organization and consistently received accolades for growth and production, including Forbes 2023 Best-in-State Financial Security Professional.
- Networked and prospected to consistently meet new client acquisition goals.
- Oversaw Marketing campaigns to engage & retain current clients and actively seek new opportunities.
- Effectively hired, trained and managed members of our team to enhance capacity and productivity.
- Participated in ongoing professional development opportunities to stay current with industry best practices and maintain relevant certifications or designations.
Elementary Education Teacher
Archdiocese Of Baltimore & BCPS
08.1996 - 11.2006
- Taught grades 2 - 6 and assisted as Reading Specialist.
- Assisted in creating safe and nurturing classroom environments that promoted emotional well-being and academic growth for all students.
Education
Bachelor of Arts - Elementary Education
Loyola College
Baltimore, MD06.1996
Skills
- Financial Planning
- Retirement planning
- Insurance Planning
- Business Planning
- Education Funding
- Operations Management & Oversight
- New Client Acquisition
- Client Service & Retention Specialist
Timeline
Associate Wealth Management Advisor
Better Together Wealth Management
02.2008 - Current
Elementary Education Teacher
Archdiocese Of Baltimore & BCPS
08.1996 - 11.2006
Bachelor of Arts - Elementary Education
Loyola College
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