Melissa R. Smith
Loxahatchee ,FL
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
27
27
years of professional experience
Work History
Financial Advisor
Merrill Lynch
Palm Beach, FL
03.2019 - Current
- Kept client financial plans optimized for current market trends and economic conditions.
- Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Financial Advisor
Wells Fargo
West Palm Beach, FL
02.2017 - 03.2019
- 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.
- Assisted clients with preparing 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.
Realtor
Coldwell Banker Jupiter
, FL
01.2010 - 03.2017
- Networked with individuals of Palm Beach to facilitate real estate transactions which focused on strategic planning, business development and market analysis
- Evaluated market conditions and specific property analysis needed to formulate a competitive market price to sell a clients home
- Wrote contracts to outline sales and purchases of properties.
Financial Advisor/Private Wealth
UBS Financial
Palm Beach
01.2007 - 01.2010
- Developed and executed business development strategies to attract and acquire ultra-High Net
- Worth clients
- Formulated asset allocation strategies and developed proprietary investment models for client portfolios
- Conducted comprehensive portfolio reviews to reevaluate objectives and projected portfolio performance
- Advised clients quarterly and annually on portfolio performance ensuring clients needs aligned with projected results.
Real Estate Advisor/Investment Specialist
Earl A. Hollis, Inc
Palm Beach, FL
01.2003 - 01.2007
- Worked with investors acquiring, renovating single and multi-family/ commercial units
- Managed real-estate assets, property/turnaround management, leasing, marketing and operations
- Networked with individuals of Palm Beach to facilitate real estate transactions which focused on strategic planning, business development and market analysis
- Researched foreclosed properties and successfully bid on them at the “Court House Steps.”
Branch Manager
Hampton Securities
West Palm Beach, FL
01.2001 - 01.2003
- Of OSJ
- Located site, built out office, hired personnel, and trained new brokers in training
- Responsible for operations and marketing of the office
- Responsible for marketing the firm, organizing and implementing the set up and display event in the main exhibit hall of the Las Vegas, San Francisco and Orlando Money Shows
Investment Advisor
A.G. Edwards
Boynton Beach, FL
01.1999 - 01.2001
- Quickly grew customer base adding approximately 100, mostly high net worth clients for firm
- Responsible for managing investment accounts for individuals and small businesses
- Perform financial analysis, and risk-tolerance assessment to advise both high net worth and average income clients on best option investment strategies meeting their specific needs
- Conducted ongoing seminars and investment workshops
Director of International Affairs
Corporate Builders Philips Point
West Palm Beach, FL
01.1996 - 01.1999
- Evaluated the deals that came in and was the liaison to our partner CMG Capital in Geneva
- Switzerland
- Raised money for several private and publicly held companies
Education
Business and International Relations
University Of San Diego
1995
Skills
- Investment Opportunity Identification
- Managing Wealth
- Financial Goal Planning
- Retirement Needs
- Trend Analysis Expertise
- High Net Worth Individuals Marketing
- Market Trend Monitoring
- Presentations
Timeline
Financial Advisor
Merrill Lynch
03.2019 - Current
Financial Advisor
Wells Fargo
02.2017 - 03.2019
Realtor
Coldwell Banker Jupiter
01.2010 - 03.2017
Financial Advisor/Private Wealth
UBS Financial
01.2007 - 01.2010
Real Estate Advisor/Investment Specialist
Earl A. Hollis, Inc
01.2003 - 01.2007
Branch Manager
Hampton Securities
01.2001 - 01.2003
Investment Advisor
A.G. Edwards
01.1999 - 01.2001
Director of International Affairs
Corporate Builders Philips Point
01.1996 - 01.1999
Business and International Relations
University Of San Diego
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