Larry Forbish
Roanoke,US
Summary
Highly motivated Financial Advisor with extensive experience educating clients on investment strategies, retirement planning, and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
34
34
years of professional experience
1
1
Certificate
Work History
Math Tutor
Roanoke City Public Schools
2023.12 - 2024.06
- Boosted student confidence in problem-solving by providing individualized support and targeted feedback during tutoring sessions.
- Explained math concepts in caring and encouraging environment to help kids thrive and learn.
- Used positive reinforcement, repetition, and review to help students master challenging material.
- Collaborated with teachers to align tutoring strategies with classroom instruction for seamless reinforcement of key concepts.
- Tutored 40 students per week in small group sessions using detailed lesson plans.
- Implemented creative problem-solving techniques to make complex mathematical concepts more accessible to all learners.
Financial Advisor
Truist Investments/BB&T Investments/First Virginia
2001.03 - 2023.09
- Managed book of business with over $100 million in AUM while generating 80% of revenue from existing clients.
- Built trust with all levels of bank personnel in generating reciprocal referrals through collaborative client relationship management
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
- Developed personal rapport with each client to maintain customer loyalty and build long-term relationships.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Delivered strategic investment advice for individual and corporate clients.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Analyzed clients' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Managed risk effectively through careful analysis of clients' needs and portfolio diversification strategies.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Monitored and updated financial plans to comply with client goals.
- Collaborated with clients to develop customized investment portfolios.
- Studied financial documents to identify potential areas needing improvement.
- Informed clients of strategies for reducing debt and maximizing savings.
- Assisted clients with budgeting and cash flow management.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Commercial Insurance Producer
First Virginia Insurance Services, Inc.
04.2000 - 03.2001
- Conducted thorough risk assessments to identify potential exposures and recommend appropriate insurance coverage options.
- Presented complex insurance concepts in a clear, accessible manner to help clients make informed decisions about their coverage needs.
- Advised business owners on risk management strategies to mitigate potential losses while maintaining cost-effective coverage levels.
- Analyzed risk factors to recommend appropriate coverage levels.
Personal Lines Insurance Agent
Bill Keller Insurance Agency, Inc./State Farm
1996.12 - 2000.03
- Recommended additional coverages as part of daily service and review calls and meetings.
- Consistently increased lines and limits of coverage per household.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Life and Health Insurance Agent
Mutual Life Insurance Company of New York
04.1992 - 12.1996
- Consulted with business owners throughout U.S. to discuss and establish employee benefit plans for federal government service contractors through section 501(c)9 VEBA trusts.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Utilized CRM software to manage client relationships.
Generated leads through cold-calling, networking and other outreach methods. - Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Identified and solicited sales prospects in agency databases.
Producing Branch Manager
Transamerica Financial Services, Inc.
1991.07 - 1992.03
- Generated and serviced real estate-secured mortgage loans and unsecured loans for client debt consolidation.
- Maintained high levels of customer satisfaction through proactive communication and efficient problem resolution.
- Monitored market trends and competitor activity to maintain competitive positioning within the industry.
- Developed and maintained a healthy pipeline of business by consistently prospecting for new clients and referral sources.
- Navigated complex financial situations with borrowers by offering tailored solutions that met their unique needs.
- Managed a diverse team of professionals, fostering an environment of teamwork and open communication.
Assistant Branch Manager
Transamerica Financial Services, Inc.
1990.02 - 1991.07
- Generated and serviced real estate-secured mortgage loans and unsecured loans for client debt consolidation.
- Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
- Reviewed credit applications for risk factors and credit worthiness.
- Developed sales strategies to meet established sales objectives.
- Played a key role in growing the branch's loan portfolio through proactive client outreach and relationship management efforts.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Education
B.A. - Economics
University of Illinois At Urbana-Champaign
Champaign, ILSkills
- Relationship Building
- Investment and Insurance Advice
- Retirement Planning
- Sales Expertise
- Risk Assessment
- Risk Management
- Asset Allocation
- Portfolio Construction
- Portfolio Management
- Communication Skills
- Analytical Skills
- Financial Analysis
Certification
Series 7 and 66
Life and Annuity Licenses
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Math Tutor
Roanoke City Public Schools
2023.12 - 2024.06
Financial Advisor
Truist Investments/BB&T Investments/First Virginia
2001.03 - 2023.09
Commercial Insurance Producer
First Virginia Insurance Services, Inc.
04.2000 - 03.2001
Personal Lines Insurance Agent
Bill Keller Insurance Agency, Inc./State Farm
1996.12 - 2000.03
Life and Health Insurance Agent
Mutual Life Insurance Company of New York
04.1992 - 12.1996
Producing Branch Manager
Transamerica Financial Services, Inc.
1991.07 - 1992.03
Assistant Branch Manager
Transamerica Financial Services, Inc.
1990.02 - 1991.07
B.A. - Economics
University of Illinois At Urbana-Champaign
Series 7 and 66
Life and Annuity Licenses
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