Matthew Britton
Conroe,TX
Summary
Meticulous Financial Planner with expertise in wealth management and client counseling. Evaluates client goals and risk tolerance to inform strategies to achieve income needs, minimize taxes, and pass on estate efficiently.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Financial Advisor
Edward Jones
The Woodlands, TX
12.2019 - Current
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Actively participated in marketing initiatives aimed at increasing brand awareness within the community.
- Managed relationships with outside vendors such as attorneys, accountants, when necessary.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
Sales Executive
Mainfreight Air & Ocean
Houston, TX
03.2018 - 11.2019
- Managed multiple international accounts concurrently to ensure high-quality service delivery.
- Cultivated strong relationships with customers through regular communication and follow-up actions.
- Responded promptly to customer inquiries regarding product features, specifications or other issues.
- Developed and implemented sales strategies to meet customer needs and increase revenue.
Branch Manager
CaroTrans
Houston, TX
12.2012 - 02.2018
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Managed staff scheduling, hiring and training processes.
- Developed strategies to increase customer satisfaction and loyalty.
Branch Manager
CaroTrans
Grapevine, TX
04.2011 - 12.2011
International Account Manager
CaroTrans
Baltimore, MD
01.2009 - 03.2010
Education
Bachelor of Commerce With Honors - Economics
University of Otago
Dunedin, New Zealand05.2004
Skills
- CERTIFIED FINANCIAL PLANNER™ as of March 2023
- Client Relationship Development
- Financial Plan Development
- Financial Goal Planning
- Retirement Planning
- Leading small teams
Certification
- CERTIFIED FINANCIAL PLANNER™ 2023
- Series 7, 66 2020
- Texas Insurance License 2020
Affiliations
- Active member of Stonebridge Church. Help lead activities for Men's Ministry. Lead devotional groups for High School students
- Leading member of F3, a free men's workout group. Help encourage other men to join to better themselves and be leaders in their home and community
Timeline
Financial Advisor
Edward Jones
12.2019 - Current
Sales Executive
Mainfreight Air & Ocean
03.2018 - 11.2019
Branch Manager
CaroTrans
12.2012 - 02.2018
Branch Manager
CaroTrans
04.2011 - 12.2011
International Account Manager
CaroTrans
01.2009 - 03.2010
Bachelor of Commerce With Honors - Economics
University of Otago
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