Matt VanOrder
Hamilton,MI
Summary
Accomplished Financial Advisor with a proven track record, specializing in developing tailored financial plans and asset allocation to meet individual client goals. Excelled in building and managing client relationships, ensuring high satisfaction levels. Demonstrated expertise in investment strategy analysis and customer service, significantly enhancing client financial portfolios.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Financial Advisor
Mosaic Wealth Management
08.2024 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Financial Advisor
DeLong & Brower
02.2014 - 08.2024
- Updated clients on changes in tax laws and other regulations affecting investments.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Monitored and updated financial plans to comply with client goals.
- Researched and evaluated potential investment products for clients.
- Created financial models to analyze and evaluate investment strategies.
- Advised clients on investments, retirement and estate planning.
- Helped clients make informed decisions about financial future.
Financial Advisor
EveningStar Capital
10.2011 - 02.2014
Financial Advisor
Edward Jones
04.2010 - 07.2011
Financial Advisor/Retail Personal Banker
National City Bank/PNC Bank
03.2006 - 04.2010
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Cross-sold bank products and services to meet customer needs and provide options.
Education
Bachelor of Arts - Business Administration
Indiana Wesleyan University
Marion, IN05-1996
Skills
- Developing financial plans
- Asset allocation
- Relationship building and management
- Customer service
Certification
- CRPC - Chartered Retirement Planning Counselor
Timeline
Financial Advisor
Mosaic Wealth Management
08.2024 - Current
Financial Advisor
DeLong & Brower
02.2014 - 08.2024
Financial Advisor
EveningStar Capital
10.2011 - 02.2014
Financial Advisor
Edward Jones
04.2010 - 07.2011
Financial Advisor/Retail Personal Banker
National City Bank/PNC Bank
03.2006 - 04.2010
- CRPC - Chartered Retirement Planning Counselor
Bachelor of Arts - Business Administration
Indiana Wesleyan University
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