Michael Ambrose
Atlanta,GA
Summary
Financial Advisor with a background in professional soccer, specializing in investment advice, relationship building, and retirement planning. Built strong client relationships and developed comprehensive financial plans to meet individual goals. Highly skilled in networking and collaborating with clients and team members to enhance the client experience.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Advisor
Legacy Capital Advisors LLC
02.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Collaborated with team members to streamline processes and improve overall client experience.
- Facilitated new client onboarding process and investment account setup.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
Professional Soccer Player
MLS
01.2021 - 01.2023
- Last two years of my professional soccer career here where I really focused on what I wanted to do next.
- Played well and competed but we didn't win much and the club was in a transition period.
- Shadowed what I thought I wanted to do when I was done with my playing career. Coached a lot, talked to my agent a lot, and shadowed my financial advisor. Decided that this is what I wanted to do with my future.
Professional Soccer Player
MLS
01.2020 - 01.2021
- Played under David Beckham for a season and played with some notable players for a historic inaugural season.
Professional Soccer Player
MLS
01.2017 - 01.2020
- In Atlanta had a very successful first three years. We won an MLS Cup, US Open Cup, and Campeones Cup.
- Built very strong relationships with many different players, coaches, staff members, doctors, lawyers. Created a big network here that has helped in my current position.
Professional Soccer Player
MLS
01.2015 - 01.2016
- Started my professional career here.
- Built strong relationships with very successful players.
- Learned a great deal from my two coaches I had here in Jason Kreis and Adrian Heath.
Education
Sociology
University of Maryland - College Park
College Park, MDSkills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
- Budgeting
- Networking
Certification
- SIE License
- Series 7 License
- Series 66 License
- Life Insurance License
Timeline
Financial Advisor
Legacy Capital Advisors LLC
02.2023 - Current
Professional Soccer Player
MLS
01.2021 - 01.2023
Professional Soccer Player
MLS
01.2020 - 01.2021
Professional Soccer Player
MLS
01.2017 - 01.2020
Professional Soccer Player
MLS
01.2015 - 01.2016
Sociology
University of Maryland - College Park
- SIE License
- Series 7 License
- Series 66 License
- Life Insurance License
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