Leon D. Taylor
Financial Advisor
Atlanta,GA
Summary
Experienced Financial Consultant with over 8 years of expertise in comprehensive financial planning, client-facing sales, and account management. Seeking a challenging role in a dynamic environment that requires expertise in Traditional Wealth Management, Trust Planning, Estate Planning, Budget Management, Investment Allocation, Entity Structure Analysis, Tax Planning, Insurance Product Selection, and Qualified Plan Management.
Committed to personal and professional development, with a track record of delivering results and exceptional client service.
Core Qualifications: Comprehensive financial planning - Client-facing sales - Individual and group presentation skills - Account management experience - Attention to detail - Proficient in Microsoft Office Suite - Outstanding interpersonal, written, and verbal communication skills - Strong organization and prioritization skills - Problem-solving ability - Adaptability to new environments
Overview
15
15
years of professional experience
5
5
years of post-secondary education
Work History
Financial Advisor
Raymond James
09.2019 - Current
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess clients' overall financial picture, understand their needs, and develop a solid financial plan - Guide clients towards profitable and secure financial decisions - Cultivate a client base and build win-win relationships - Network, generate leads, and seize opportunities to sell mutual funds, stocks, bonds, etc., to meet sales quotas - Stay updated on new industry trends and research the market to back up financial consulting - Oversee the course of the financial plan and update it if necessary to ensure profits - Ensure compliance with all industry rules and regulations - Liaise with providers, solicitors, valuers, and other professionals
Soldier
United States Army
05.2008 - 03.2020
- Operated and maintained armored vehicles.
- Secured and protected military property, assets, and personnel.
- Implemented tactics, procedures, and techniques for defense systems.
- Performed as fire team member during situational training exercises and infantry dismounted battle drills.
Servicing Advisor
The Forge Companies
01.2017 - 09.2019
- Engaged with clients of varying net worth ($50k – $5M) and executed financial plans - Conducted marketing activities at state and national events to develop planning opportunities - Implemented comprehensive financial plans tailored to individual client goals - Placed $1M+ in annuity premium (2018) - Placed $2.5M+ in advisory assets (2018) - Utilized Redtail CRM to document client and advisor interactions - Advised both businesses and individuals on retirement planning opportunities - Conducted sales and service-related activities across 15 states in 2018 - Successfully met individual production goals - Determined carrier and provider placement for insurance and advisory solutions - Educated attorney clients on the benefits of multiple product solutions
Senior Case Designer
The Forge Companies
05.2015 - 01.2017
- Developed comprehensive financial plans for clients with varying net worth - Created financial plans using investment advisory services, Trust Management, and insurance products - Conducted client suitability reviews and prepared due diligence packages - Utilized Redtail CRM to document client and advisor interactions - Ensured storage and filing of all client files in the digital storage system - Conducted Customer Identification Program (CIP) for all client interactions - Handled client account inquiries and service requests
Project Manager
Safway Services LLC
06.2013 - 05.2014
- Managed project bidding and supervised scaffolding inventory activities - Scheduled deliveries, pickups, and transfers - Supervised onsite work to meet deadlines and goals
Officer
North Georgia College and State University Corps Of Cadets
Dahlonega, Georgia
05.2012 - 12.2012
- Candidate in the GA Army National Guard - US Army Basic Leadership School Graduate - Duties, (15W), Infantry Team Leader (11B), Managed the day-to-day operations of a 120-person organization - Maintained accountability of company budget - Wrote quarterly performance evaluations for 8 subordinates - Published weekly Risk Mitigation Reports
Education
Bachelor of Arts - Political Science And Government
University of North Georgia
05.2009 - 05.2014
Skills
Programs and Softwareundefined
Accomplishments
2022 Achievers Club Awardee - Raymond James
Timeline
Financial Advisor
Raymond James
09.2019 - Current
Servicing Advisor
The Forge Companies
01.2017 - 09.2019
Senior Case Designer
The Forge Companies
05.2015 - 01.2017
Project Manager
Safway Services LLC
06.2013 - 05.2014
Officer
North Georgia College and State University Corps Of Cadets
05.2012 - 12.2012
Bachelor of Arts - Political Science And Government
University of North Georgia
05.2009 - 05.2014
Soldier
United States Army
05.2008 - 03.2020
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