Michael Fox
Gastonia,NC
Summary
Accomplished Financial Education Team Leader with a proven track record at Alight Financial Advisors, delivering impactful financial education and fostering client success. Dedicated to assisting clients meet their goals, holding Series 7, 63, and 65 licenses, and a CRPC designation. Demonstrated leadership by managing a team of advisors and achieving a significant increase in client engagement through innovative educational programs.
Overview
23
23
years of professional experience
Work History
Financial Education Team Leader
Alight Financial Advisors
01.2011 - Current
- Deliver financial education to participants in the clients retirement plan on a variety of topics. In 2024, delivered 77 virtual presentations and 24 onsite presentations.
- Manage 6 advisors dedicated to specific clients that perform 1-1 meetings and educational presentations.
- Work with project managers to develop content for educational meetings.
- Assist participants in retirement plans set goals and maintain proper diversification and asset allocation.
- Develop education programs for clients that reach employees at each career stage.
- Support fellow team members by sharing knowledge and expertise, fostering a collaborative environment that facilitated overall success for the department.
Investment Advisor
United Planners Financial Services
01.2005 - 01.2011
- Established retirement plans for small business owners
- Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
Investment Representative
Edward Jones
08.2002 - 12.2004
- Provided personalized financial advice, helping clients achieve their short-and long-term financial goals.
- Managed a high volume of daily transactions accurately, ensuring smooth operations and minimizing errors or discrepancies within client accounts.
Education
Bachelor of Arts - Business Administration
Belmont Abbey College
Belmont, NC01-2001
Skills
Professional:
Series 7
Series 63
Series 65
Chartered Retirement Planning Counselor (CRPC)
Timeline
Financial Education Team Leader
Alight Financial Advisors
01.2011 - Current
Investment Advisor
United Planners Financial Services
01.2005 - 01.2011
Investment Representative
Edward Jones
08.2002 - 12.2004
Bachelor of Arts - Business Administration
Belmont Abbey College
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