Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Megan Naydenova

Chicago,IL

Summary

Results-driven Financial Advisor with 5 years of proven track record in providing strategic financial planning and investment advisory services. Seeking a challenging position where I can leverage my expertise in wealth management, client relationship building, and comprehensive financial analysis to help clients achieve their financial goals. Eager to contribute to a dynamic team and excel in a collaborative and growth-oriented environment.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Advisor

Morgan Stanley
02.2021 - Current
  • Consulting with high-net-worth clients on wealth management strategies based on their financial and investment goals
  • Increasing AUM by 120% in 15 months and meeting pre‑determined production goals as outlined in financial advisor training program
  • Managing book of business with $27.5 million in assets and 92% recurring revenue
  • Implementing investment strategies, monitoring portfolios, and adjusting asset allocations based on market trends and clients' risk tolerance
  • Assisting 200 clients with account onboarding, account maintenance, trading, and online platform navigation
  • Presenting ongoing financial education and guidance to empower clients in making informed decisions

Wealth Advisor Associate

Morgan Stanley
09.2018 - 02.2021
  • Generated and delivered 1,200 financial plans and goals based plans to prospects and existing clients on behalf of financial advisors
  • Collaborated with 36 senior advisors to analyze clients' financial profiles and recommend suitable investment solutions
  • Leveraged innovative tools and technology to assist 10 of top performing teams in growing their practice
  • Supported excellent service to clients and prospects with liquid assets between $1-$10 million at direction of experienced financial advisors
  • Conducted in-depth investment research and presented clients with suitable investment options
  • Exceeded monthly financial plan targets by 15% while driving FA and client adoption of firm's digital tools

Education

Bachelor of Arts - Economics And Business Minor

University of Illinois At Urbana-Champaign
Champaign, IL
05.2017

Skills

  • Investment Planning
  • Retirement Planning
  • Risk Management
  • Client Relationship Management
  • Sales and Marketing
  • Complex Problem Solving

Certification

  • Series 7 and 66
  • Life(Variable) and Health Producer

Timeline

Financial Advisor

Morgan Stanley
02.2021 - Current

Wealth Advisor Associate

Morgan Stanley
09.2018 - 02.2021

Bachelor of Arts - Economics And Business Minor

University of Illinois At Urbana-Champaign

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