Melanie Gilmore
Financial Professional
La Jolla,CA
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
17
17
years of professional experience
2
2
Designations
Work History
Associate Financial Advisor
Wells Fargo Advisors
La Jolla, CA
08.2017 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Developed financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
Senior Registered Client Associate
Merrill Lynch
La Jolla, CA
08.2009 - 08.2017
- Educated clients on various financial matters and provided professional recommendations on products and services based on their unique financial needs
- Assisted Financial Advisor with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement
- Partnered with Broadridge Technology Company to developed and maintain custom team website
Registered Client Service Associate
UBS Financial Services
La Jolla, CA
08.2005 - 07.2009
- Cultivated long-lasting client relationships based on trust and solid understanding of business needs.
- Quickly and accurately answered client questions, facilitated money movement, managed account opening and maintenance, executed trades and resolved issues
- Increased efficiency and team productivity by promoting operational best practices.
- Called existing and prospective customers to evaluate desires and offer product and service options.
Education
Finance
College For Financial Planning
San DiegoSkills
- Financial Plan Development
- Account Performance Reviews
- Asset Allocation
- Estate Planning
- Asset Consolidation
- Website Creation
Certification
- FINRA Series 7 & 66
Timeline
Associate Financial Advisor
Wells Fargo Advisors
08.2017 - Current
Senior Registered Client Associate
Merrill Lynch
08.2009 - 08.2017
Registered Client Service Associate
UBS Financial Services
08.2005 - 07.2009
Finance
College For Financial Planning
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