Kirk Mackey
Shohola,PA
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
31
31
years of professional experience
Work History
Financial Advisor
Morgan Stanley
03.1993 - Current
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Advised clients on investments, retirement and estate planning.
- Created financial models to analyze and evaluate investment strategies.
Education
Bachelor of Science - Business
New York Institute of Technology
Old Westbury, NY06.1972
Skills
- Stock Market Understanding
- Making Insurance Decisions
- Equity and Debt
- Managing Wealth
- Financial and Estate Planning
- Client Meetings
- Regulatory Requirements Adherence
- Community Involvement
- Series 7(10/18/1975), Series 63 (08/12/1980), Securities Industry Essentials Examination (10/01/2018)
- PA Insurance license #463245
- FINRA Broker Check Report Upon Request
Affiliations
The Greater Pike Community Foundation ~ Past Board Member
The Pike County Public Library ~ Past Board President for 10 years
The Twin Walker Creek Watershed Conservancy ~ Board Member
The Twin Lakes Property Owners Association ~ Past President
Timeline
Financial Advisor
Morgan Stanley
03.1993 - Current
Bachelor of Science - Business
New York Institute of Technology
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