Luis Marroquin
Dix Hills,NY
Summary
Results-driven Market Leader and Wealth Management Professional with progressive leadership experience managing financial advisors, developing high-performing teams, and driving market growth. Proven ability to coach advisors, expand client relationships, and deliver comprehensive financial strategies across investments, banking, and lending solutions. Recognized for building strong teams, improving advisor productivity, and executing market-level growth strategies while maintaining a strong client-first approach.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Market Leader
Bank of America / Merrill Lynch
Long Island
09.2023 - Current
- Lead a team of financial advisors responsible for delivering wealth management and financial planning solutions while driving overall market performance.
- Manage, coach, and develop financial advisors to increase revenue production, client acquisition, and assets under management.
- Execute market-level business strategies to achieve revenue, growth, and productivity targets.
- Conduct regular coaching sessions, performance reviews, and pipeline management to strengthen advisor performance.
- Collaborate with senior leadership to identify growth opportunities and improve market execution.
- Foster collaboration across investment, lending, and banking partners to deliver holistic financial solutions to clients.
- Monitor key performance metrics including AUM growth, advisor production, and client experience outcomes.
Financial Solutions Advisor
Bank of America / Merrill Lynch
11.2022 - 09.2023
- Provided comprehensive investment and financial planning solutions to clients while building and managing a growing book of business.
- Delivered personalized investment strategies, retirement planning, and portfolio management aligned with client financial goals.
- Generated new client relationships through proactive outreach, referrals, and internal partnerships.
- Identified opportunities to deepen relationships through investment, lending, and banking solutions.
- Collaborated with branch teams to create a strong referral network and expand market presence.
- Consistently achieved production and asset gathering goals.
Relationship Manager
Bank of America / Merrill Lynch
07.2019 - 11.2022
- Managed client relationships while delivering financial and banking solutions that strengthened client loyalty and expanded services.
- Served as a primary point of contact for clients, providing personalized financial guidance and banking solutions.
- Identified opportunities to introduce clients to investment and wealth management services.
- Built strong client relationships that increased retention, satisfaction, and product utilization.
- Partnered with internal teams to ensure seamless service delivery and an exceptional client experience.
General Manager
Chipotle Mexican Grill
06.2017 - 07.2019
- Oversaw daily restaurant operations including staffing, scheduling, inventory management, and financial performance.
- Led, coached, and developed team members to maintain operational excellence and high customer satisfaction.
- Implemented operational improvements that increased efficiency and service quality.
- Maintained strict compliance with food safety and operational standards.
- Developed leadership, team management, and performance coaching skills applicable to financial services leadership roles.
Education
Nassau Community College
Garden City, NYSkills
- Leadership & Team Development
- Wealth Management Strategy
- Financial Advisor Coaching
- Business Development
- Investment & Retirement Planning
- Client Relationship Management
- Revenue & AUM Growth
- Strategic Market Planning
- Performance Management
- Cross-Functional Collaboration
Certification
- SIE, Series 7, Series 66
- Series 9 & 10
- Chartered Retirement Planning Counselor (CRPC)
- Accredited Wealth Management Advisor (AWMA)
Languages
Spanish (Professional Proficiency)
Timeline
Market Leader
Bank of America / Merrill Lynch
09.2023 - Current
Financial Solutions Advisor
Bank of America / Merrill Lynch
11.2022 - 09.2023
Relationship Manager
Bank of America / Merrill Lynch
07.2019 - 11.2022
General Manager
Chipotle Mexican Grill
06.2017 - 07.2019
Nassau Community College