Maria Knight-Sutton
Franklin,MA
Summary
Dynamic Financial Advisor with a proven track record at an Independent Practice, specializing in customized financial planning and client retention. Expert in retirement strategies and relationship building. consistently exceed client expectations, guiding them towards their financial goals while expanding my network through innovative marketing initiatives.
Overview
11
11
years of professional experience
Work History
Financial Advisor
Independent Practice
01.2021 - Current
- Conduct comprehensive financial consultations focused on long-term wealth building and financial security
- Design customized financial plans including life insurance, retirement strategies, and estate planning solutions
- Manage client relationships through in-person meetings and virtual Zoom consultations
- Develop marketing strategies and networking initiatives to generate new business and expand client base
- Guide clients in setting financial goals and implementing actionable long-term strategies
- Maintain ongoing client relationships to ensure retention, trust, and satisfaction
- Financial Services
Sales & Management Professional
Retail
01.2015 - 01.2021
- Delivered consistent sales performance through customer engagement and product knowledge
- Managed daily operations and supported team performance in a fast-paced environment
- Built strong customer relationships leading to repeat business and increased loyalty
- Assisted in training and mentoring new team members to improve sales effectiveness
- Consistently met and exceeded monthly sales targets
- Sales Environment
Education
Bachelor's Degree - Business Administration / Human Resource Management
American Public University System
303 W Third Ave Ranson, WV 2543801-2017
Master of Arts - Human Resources Management
Americam Public University System
111 West Congress Streeet Charlestown, WV 2541409-2014
Associate of Arts - Business Office Administration
United Education Institute
Morrow, GA11-2010
Skills
- Account Management & Client Retention
- Consultative & Solution-Based Sales
- Life Insurance & Financial Products
- Retirement Planning (401k, IRA, Rollovers)
- Estate and Legacy Planning
- Lead Generation & Networking
- Zoom & Virtual Client Consultations
- Marketing & Business Development
- Relationship Building
- Goal-Based Financial Strategy
- Financial planning
- Client relationship management
- Investment strategies
- Estate planning
- Risk assessment
- Business development
- Marketing strategies
- Sales forecasting
- Networking initiatives
- Problem solving
- Customer engagement
- Time management
- Effective communication
- Team leadership
- Decision making
- Fixed income strategies
- Making insurance decisions
- Special needs planning
- Pension planning
- Trust services
- Financial advising
- Financial forecasting
- Debt management
- Sales expertise
- Employee benefits consulting
- Analytical thinking
- Stock market
- Funding education
- Investment consulting and planning
- Decision-making
- Financial goal setting
- Investments advising
- Inflation protection strategies
- Fundamental analysis
- Insurance planning
- Market forecasting
- Advising on investments
- Tax planning
- Insurance sales
- Investment advice
- Investment portfolio management
- Investment strategy development
- Developing financial plans
- Financial market knowledge
- Asset allocation
- Financial services
- Investments planning
- Wealth management
- Cash flow analysis
- Managing wealth
- Regional equity portfolios
- Retirement planning
- Retirement needs
Additional Highlights
- Strong experience in both independent advisory and structured corporate sales environments
- Skilled in simplifying complex financial concepts for clients
- Entrepreneurial mindset with focus on client acquisition and business growth
- Excellent communication, presentation, and relationship-building skills
Timeline
Financial Advisor
Independent Practice
01.2021 - Current
Sales & Management Professional
Retail
01.2015 - 01.2021
Bachelor's Degree - Business Administration / Human Resource Management
American Public University System
Master of Arts - Human Resources Management
Americam Public University System
Associate of Arts - Business Office Administration
United Education Institute