Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
References
Timeline
Generic

Kent Guinn

Ocala,FL

Summary

Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over 42 years of success supporting client financial goals through astute investment guidance. Focused Financial Advisor handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth. Experienced Financial Advisor bringing expertise in tax law, mutual funds and education planning. Resourceful, hardworking and dedicated to satisfying customers. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

52
52
years of professional experience
1
1
Certification

Work History

Financial Advisor

Guinn & Company
Ocala, FL
02.1982 - Current
  • Developed financial plans and strategies tailored to clients' individual needs.
  • Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
  • I worked with clients doing business and estate planning
  • I worked with clients advising them on qualified pension plans

Mayor

City of Ocala
Ocala, FL
12.2011 - 12.2023
  • Developed and implemented policies to ensure the safety and well-being of all citizens.
  • Established relationships with local businesses, organizations, and other government entities.
  • Collaborated with city council members to set goals for the municipality.
  • Oversaw the budgeting process for the city's departments.
  • Participated in public forums to discuss current issues affecting the community.
  • Created programs that encouraged economic development opportunities.
  • Resolved disputes between residents and city officials.
  • Advocated for increased funding from state and federal sources.
  • Ensured compliance with all applicable laws and regulations regarding municipal operations.
  • Organized special events to promote civic engagement among constituents.
  • Attended meetings with representatives of other cities to compare best practices in urban planning and development.
  • Maintained a strong presence at community events such as parades, festivals., to foster goodwill among residents.
  • Addressed inquiries from media outlets regarding city affairs.
  • Appointed members of various boards, committees, task forces., tasked with providing advice or assistance on matters pertaining to municipal governance.
  • Reviewed proposed legislation from local lawmakers before recommending approval or veto.
  • Monitored developments related to regional transportation systems such as highways, railways, airports.
  • Developed strategies for mitigating potential risks associated with natural disasters or other emergencies that could affect the area.
  • Coordinated emergency response protocols in collaboration with law enforcement agencies in case of an incident requiring immediate attention.
  • Presided over City Council meetings when necessary.
  • Encouraged citizen participation through outreach activities such as town hall meetings or surveys.
  • Contributed to meetings, events and public forums as main city representative.
  • Executed contracts, orders and new ordinances with official signatures.
  • Oversaw Police department operations and administration and contributed to planning of new initiatives.
  • Oversaw 300-member department serving population of 250,000.
  • Upheld strong constituent relations with public meetings, community events and robust feedback system through office staff.
  • Reviewed concerns of constituents to determine required governmental action.
  • Maintained up to date understanding of local, regional, national and international news and developments.
  • Built and deepened partnerships with other politicians to more effectively carry out agendas.
  • Wrote legislation and amendments, set policies and oversaw budgets.
  • Solicited federal funding for local projects and programs.
  • Raised money for elections with careful planning and execution of fundraisers.
  • Supported local candidates for political office.
  • Determined campaign strategies for media advertising and scheduled public appearances.

. I drafted approximately six state statues to reduce crime and

create economic development throughout the state.

. Working with the U.S Embassy in Lima Peru and the U.S. State

Department in Washington DC, I was able to free 25 Americans

being held against their will by the Peruvian military during covid.

City Councilman

City of Ocala
Ocala, FL
12.1999 - 12.2011
  • Attended city council meetings and responded to inquiries from the public.
  • Prepared reports on legislative matters, including proposed ordinances, resolutions and budget changes.
  • Assisted constituents with their concerns, such as zoning issues or property disputes.
  • Collaborated with local government officials on initiatives that benefit the community.
  • Researched best practices in municipal governance and implemented solutions accordingly.
  • Participated in public forums to discuss current issues facing the city council.
  • Developed strategies for improving communication between the city council and citizens.
  • Provided guidance to staff on policy implementation procedures and regulations.
  • Conducted outreach activities to engage residents in civic engagement projects.
  • Analyzed data from surveys conducted by the city council to inform decision-making processes.
  • Facilitated workshops designed to educate citizens about their rights under local laws.
  • Advised executive staff on relevant legal statutes pertaining to municipal operations.
  • Negotiated contracts with vendors who provide goods and services to the municipality.
  • Ensured compliance with all state and federal regulations regarding municipal finances.
  • Managed projects related to infrastructure improvements within the jurisdiction of the council.
  • Identified potential areas of cost savings through efficient use of resources by departments.
  • Monitored progress of long-term plans adopted by the city council for implementation.
  • Organized events like town hall meetings or community service days that promote unity.
  • Established clear policies for city and enforced ordinances.
  • Maintained full compliance with city ordinances and state and federal governments applicable to city operations.
  • Represented interests of over 65,000 constituents and upheld strong community relations.
  • Provided exemplary financial stewardship to city, including setting yearly and capital budgets and monitoring funds.
  • Maintained constant public presence to enforce fire prevention laws and city ordinances.
  • Directed investigations and research studies into specific issues.
  • Developed fair and balanced municipal budget to use tax revenue for targeted programs and areas.
  • Initiated professional relationships between city, county, state, federal and other municipal government offices by cohesively discussing ways to resolve interjurisdictional issues and regional problems affecting residents.

. I led the initiative to create a Master Plan for downtown Ocala. Its

still followed to this day.

. I helped pass legislation to create an enterprise zone which created

$millions of tax savings for companies and create approx 1,000 jobs.

Auditor Executive

First Marion Bank
Ocala, FL
01.1980 - 02.1982
  • Reviewed and evaluated the accuracy of financial statements and internal reports to ensure compliance with established procedures.
  • Conducted risk assessments to identify potential areas of non-compliance with applicable laws, regulations, and policies.
  • Identified discrepancies in accounting records or practices that may lead to fraudulent activities or misappropriation of funds.
  • Investigated irregularities in bank operations to determine causes of errors or omissions.
  • Prepared detailed audit work papers documenting audit process results and findings.
  • Provided recommendations on ways to improve internal controls over financial reporting processes.
  • Performed complex tests on a variety of banking functions including loans, deposits, investments, trust accounts and credit cards.

Operations Management Trainee

Barnett Bank
Ocala, FL
07.1978 - 01.1980
  • Analyzed internal control reports to ensure compliance with regulations.
  • Monitored customer accounts to identify suspicious activity and fraud prevention.
  • Coordinated projects related to process improvement initiatives.
  • Assisted in developing strategies for improving customer service levels.
  • Ensured all cash drawers were balanced on a daily basis prior to closing time.
  • Managed the reconciliation of various accounts including checking, savings, loans.
  • Maintained up-to-date knowledge of banking products and services offered by the institution.
  • Established effective working relationships with other departments within the organization.
  • Worked closely with branch managers to develop new programs that would benefit customers.

Retail Sales Associate

Greiner's Men's Store
Ocala, FL
08.1972 - 07.1978
  • Provided product knowledge information about materials, sizing, fit, and care instructions for menswear items.
  • Assisted in creating displays to showcase new merchandise.
  • Replenished stock on shelves and ensured accuracy of inventory levels.
  • Restocked clothing racks with new arrivals from vendors.
  • Processed customer transactions using a cash register, credit card machine, and other payment methods.
  • Ensured compliance with company policies related to sales, returns, exchanges.
  • Conducted regular price checks of menswear items throughout the store.
  • Resolved customer complaints quickly and efficiently while providing excellent customer service.

Education

Associate of Arts - Political Science

College of Central Florida
Ocala, FL
08-1977

Skills

  • Understanding Tax Law
  • Planning for Retirement
  • Estate Planning
  • Executive Benefits
  • Developing Financial Plans
  • Client Relations
  • Advising on Investments
  • Managing Wealth
  • Making Insurance Decisions
  • Sales and Marketing
  • Lead Generation
  • Financial Services
  • Business Development

Affiliations

I served on the Children's Home Society of Fl Board of Directors for approximately 20 years. I chaired the Audit, investment and Finance committees at different times during those years. I founded Open arms village. It is a residential program for homeless men, now expanded to women. We have an 85 % success rate.

When they leave they have thousands of dollars in the bank, a full time job and a place to live.

Accomplishments

  • I received the Dave Thomas Child advocate award from Children's Home Society.

Certification

Greiner'sGuinn
  • Licensed in Life and Health in the state of Fla, Currently getting my Series 6 security License

References

References available upon request.

Timeline

Mayor

City of Ocala
12.2011 - 12.2023

City Councilman

City of Ocala
12.1999 - 12.2011

Financial Advisor

Guinn & Company
02.1982 - Current

Auditor Executive

First Marion Bank
01.1980 - 02.1982

Operations Management Trainee

Barnett Bank
07.1978 - 01.1980

Retail Sales Associate

Greiner's Men's Store
08.1972 - 07.1978

Associate of Arts - Political Science

College of Central Florida
Kent Guinn