Kevin Vasquez
Houston,TX
Summary
Experienced and driven Financial Advisor with over fice years of experience providing clients with optimal assistance with retirement planning, estate planning, investment advice and overall support managing their finances. Proven track record of competitive market share expansion and assisting corporations in reaching goals. Driven and detail-oriented with the ability to thrive in high pressure environments. Adept at developing key relationships and furthering business development.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Planning Consultant
Fidelity Investments
The Woodlands, TX
04.2025 - Current
- Responsible for bringing in $2-4 Million combined in Flows and Development each month
- Was able to get both my advisors promoted to VPFC in 2025
- Collaborated with my teams to integrate financial planning tools into client solutions.
- Responsible for opportunity and lead management for the Wealth Management Team
- Assist client with account maintenance and annual review
- Mentored RMs/FRs in office on best practices in investment analysis and FRM planning processes.
Relationship Manager
Fidelity Investments
The Woodlands, TX
06.2024 - 03.2025
- Developed and maintained strong client relationships to enhance customer loyalty and retention.
- Assisted with managing calendars for Wealth Management Teams and getting new client appointments
- Was able to increase KPI for my advisory teams across the board
- Met with new clients and implemented the FRM process of Prepare, Connect, Discover and Plan.
Financial Solutions Advisor
Bank of America/ Merrill Lynch
Houston
01.2020 - 06.2024
- Educate and advise plan participants on the Advisory Services available through their plan to assist the participant in reaching their retirement goals
- Identify, execute, and follow-up on opportunities to contract additional client assets while providing client retirement planning discussions
- Identify trends and determine proactive solutions to maximize service quality and increase assets under management
- Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant’s best interest
- Document information from conversations with clients pertinent to business and relationship development to be referenced for follow-up calls
- Explain and justify past returns in comparison to the economic environment, while acknowledge goal of managed account services
Team Member Develop Manager/ Trainer
Life Time Fitness
Houston
04.2017 - 01.2020
- Hired, trained and was responsible for the growth and develop on Personal Training Staff
- Educated clients on exercise technique and form to reduce the risk of injury and optimize performance
- Developed and implemented specialized fitness programs for elderly clients to improve their physical health and well being
Fitness Manager/ Personal Trainer
24 Hour Fitness
Houston
06.2013 - 04.2017
- Hired, trained and was responsible for the growth and develop on Personal Training Staff
- Educated clients on exercise technique and form to reduce the risk of injury and optimize performance
- Developed and implemented specialized fitness programs for elderly clients to improve their physical health and well being
Education
Sports Management - Kinesiology and Law
Texas A&M University
College Station08-2010
Skills
- Ability to Work in a Team
- Fast Learner
- Leadership
- Relationship Building
- Communication Skills
Certification
FINRA 7, 66, 9 and 10
Timeline
Planning Consultant
Fidelity Investments
04.2025 - Current
Relationship Manager
Fidelity Investments
06.2024 - 03.2025
Financial Solutions Advisor
Bank of America/ Merrill Lynch
01.2020 - 06.2024
Team Member Develop Manager/ Trainer
Life Time Fitness
04.2017 - 01.2020
Fitness Manager/ Personal Trainer
24 Hour Fitness
06.2013 - 04.2017
Sports Management - Kinesiology and Law
Texas A&M University