LeVorner Moorer III

• In a consultative sales role, built rapport, established and maintained profitable relationships with a large population of high net worth clients, providing them with well-researched market information and overall investment guidance.

• As a Subject Matter Expert (SME), provided clients with assistance, by phone, chat and email, with investment trading, portfolio management (managed and non-managed), fixed income and asset allocations while adhering to the highest ethical standards.

• Educated clients in understanding investment risk and regulatory compliance, and utilize extensive personal network among Fidelity’s national branches, operations support group and other high net worth case managers.

• Proactively generated outbound calls to premium clients as well as mass affluent market in a search for partnership opportunities where an Investment Representative or Financial Consultant can contribute to achievement of clients’ investment goals.

• Successfully performed broad range of financial services and investment guidance, identifying stated and unstated financial goals, then provided long-term planning strategies to address wide variety of financial challenges including retirement; conducted their trades and assisted with portfolio management and asset allocations.