Michael Abbott
St. Petersburg ,FL
Summary
Financial Services professional highly effective at working with clients of all levels and backgrounds. Experienced in providing quality solutions to complex client situations. Friendly and personable Advisor with ability to bring in and retain new clients seeking a new opportunity.
Overview
9
9
years of professional experience
Work History
Financial Advisor
Sandy Morris Financial
02.2024 - Current
- Brought into manage a current book of business of 50 million in AUM and 120 households
- Written 4 million in FIAs between new and exisiting clients
- Develop personal rapport with each client to maintain customer loyalty while discovering and establishing new long-term accounts
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Financial Advisor
Walser Wealth Management
01.2021 - 02.2024
- Successfully have brought in and managed 45 million in AUM, closed 30 million in FIAs, and 250k in target premium life
- Meet with new prospects in person and virtually to explain Walser Wealth's holistic approach to wealth management, how we are different, and how we will help them achieve their goals
- Create personalized plans for individuals and families that execute wealth management strategies based on unique goals and objectives with an emphasis on tax strategy and estate planning when necessary
- Perform on local television show that discusses various financial topics, current events, and presenting a call to action to meet with the firm
- Research new investment opportunities for our firm to offer clients that have provided excellent results
Financial Advisor
Prudential Financial
07.2019 - 10.2020
- Build personal book of business by building new relationships with potential clients through prospecting, networking, and referrals
- Advise clients in holistic approaches covering four pillars of financial responsibility: cash management, protections, and tax efficiency and estate planning
- Work with different advisors within branch to collaborate on financial strategy to best meet client objectives
Personal Services Representative
T Rowe Price
10.2015 - 06.2019
- Provide expert knowledge and advice on T. Rowe Price portfolios for high net worth clients
- Assist with portfolio construction of T. Rowe Price investments to cater to the individuals risk tolerance and time horizon
Education
Bachelor of Science - Finance
University of South Florida
Tampa, FL2016
Skills
- Recently passed CFP exam (waiting on approval process)
- FINRA Series 7/66
- 214/240 insurance licenses in multiple states
- Ability to hit sales goals and targets
- Exemplary communications skills
- Exceptional at creating and maintaining meaningful client relationships
- Works well in team environments
- Experience with multiple CRM tools and Microsoft Office applications
Timeline
Financial Advisor
Sandy Morris Financial
02.2024 - Current
Financial Advisor
Walser Wealth Management
01.2021 - 02.2024
Financial Advisor
Prudential Financial
07.2019 - 10.2020
Personal Services Representative
T Rowe Price
10.2015 - 06.2019
Bachelor of Science - Finance
University of South Florida