Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Matthew Sherwin AWMA, CRPC

Jacksonville,FL

Summary

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

16
16
years of professional experience
1
1
Certification

Work History

National Financial Solutions Advisor

Merrill Lynch
01.2020 - Current
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Assisted clients with budgeting and cash flow management.
  • Advised clients on investments, retirement and estate planning.
  • Educated clients on potential risks and rewards associated with various investments.
  • Assisted with team management outside of normal duties including managing the team's daily appointments, mentoring multiple new advisors, and presenting in the Service to sales program to help financial service representatives with quality referrals.

Retirement Education Specialist

Merrill Edge
01.2018 - 01.2020
  • Manage time to address inbound calls as well as outbound campaigns.
  • Assisted 401k plan participants with options of their 401k once separated from their company
  • Assisted 401k participants with customer service requests and understanding what their 401k allowed and disallowed.
  • Achieved monthly and quarterly statistical goals.
  • Facilitated opening of new account when participant decided to keeps funds with Merrill Edge, Merrill Lynch, or Bank of America.

Enterprise Relationship Consultant

Merrill Edge
04.2017 - 01.2018
  • Manage time to address inbound calls as well as outbound campaigns.
  • Explained to clients who were not compliant with Department of Labor Fiduciary rules options that were compliant with the new rule.
  • Achieved monthly and quarterly statistical goals.
  • Assisted clients with customer service requests
  • Facilitated opening of new account when participant decided to keeps funds with Merrill Edge, Merrill Lynch, or Bank of America.

New Residential Sales Representative

ADT Security Services
06.2009 - 04.2017
  • Prioritized daily workflows, including all inbound calls, quotes and sales-related inquiries.
  • Emphasized product features based on analysis of customers' needs.
  • Answered customers' questions regarding products, prices and availability.
  • Maintained friendly and professional customer interactions at all times.
  • Recorded prospect contact information in Telemar and Matrix.
  • Set up new accounts, established customer credit, and set up payment methods.

Education

MBA -

Florida State University
07-2021

BBA - Accounting

University of North Florida
12.2018

BBA - Finance

University of North Florida
12.2018

Associate of Arts -

Florida State College At Jacksonville
Jacksonville, FL
12.2016

Skills

  • Persuasive negotiator
  • Detail-oriented
  • Self-motivated
  • People-oriented
  • Analytical Problem Solver
  • Product Knowledge
  • Communication Skills
  • Dedicated team player
  • Wealth management
  • Retirement planning

Certification

  • Series 7, Series 66
  • Certified Retirement Planning Counselor
  • Accredited Wealth Management Advisor

Timeline

National Financial Solutions Advisor

Merrill Lynch
01.2020 - Current

Retirement Education Specialist

Merrill Edge
01.2018 - 01.2020

Enterprise Relationship Consultant

Merrill Edge
04.2017 - 01.2018

New Residential Sales Representative

ADT Security Services
06.2009 - 04.2017

MBA -

Florida State University

BBA - Accounting

University of North Florida

BBA - Finance

University of North Florida

Associate of Arts -

Florida State College At Jacksonville

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