LaMonica Tipton
Indianapolis,IN
Summary
Dynamic and results-driven Financial Advisor with a proven track record at Edward Jones, specializing in investment advice and exceptional relationship management. Expert in retirement planning and sales, consistently fostering client loyalty and expanding portfolios. Demonstrates unparalleled ability to understand and meet client needs, securing long-term business growth.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Financial Advisor
Edward Jones
10.2018 - Current
- 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.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Stock Broker
Charles Schwab
01.2010 - 05.2018
- 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.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Education
Bachelor Of Science - Accounting
Indiana Wesleyan University
Marion, IN08.2018
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
Certification
Series 7, 63, 65 and Life and Health
Timeline
Financial Advisor
Edward Jones
10.2018 - Current
Stock Broker
Charles Schwab
01.2010 - 05.2018
Series 7, 63, 65 and Life and Health
Bachelor Of Science - Accounting
Indiana Wesleyan University
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