Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Interests
Timeline
Generic

Michael Gross

Phoenix

Summary

Dynamic Senior Wealth Advisor with extensive experience at Charles Schwab, specializing in retirement planning and portfolio management. Proven track record of enhancing client portfolios through tax-efficient strategies and effective communication. Adept at navigating complex financial transitions, leveraging critical thinking to deliver tailored solutions that meet diverse client objectives.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Senior Wealth Advisor

Charles Schwab
04.2022 - 05.2025
  • Managed risk by conducting periodic portfolio reviews and making appropriate adjustments based on market conditions and client objectives.
  • Implemented tax-efficient investment strategies, optimizing client portfolio performance.
  • Developed comprehensive financial plans for clients, addressing their unique needs and goals.
  • Assisted clients in navigating major life events such as retirement or inheritance, ensuring smooth transitions of wealth across generations.

Financial Consultant

Charles Schwab
05.2015 - 04.2022
  • Built strong relationships with clients through consistent communication and exceptional customer service.
  • Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
  • Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
  • Expanded client base through targeted marketing efforts and referrals from satisfied customers.
  • Educated clients on various investment options, empowering them to make informed decisions about their finances.
  • Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.

Portfolio Manager

Charles Schwab
03.2011 - 04.2015
  • Facilitated portfolio performance review and implemented new strategies.
  • Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
  • Proactively communicated changes in market conditions that warranted adjustments within portfolios, minimizing potential losses or missed opportunities.
  • Communicated market developments, portfolio changes and annual performance information to clients.
  • Enhanced portfolio performance by implementing effective investment strategies and risk management techniques.

Senior Manager

Charles Schwab
04.2007 - 03.2012
  • Provided strong leadership to enhance team productivity and morale.
  • Collaborated closely with peers from other departments to drive organizational success jointly as one cohesive unit.
  • Led cross-functional teams to achieve project milestones and deliver high-quality results.
  • Improved team performance by providing comprehensive training and fostering a collaborative work environment.
  • Implemented and developed operational standards, policies and procedures.

Education

Bachelor of Science - Management Information Systems

University of Arizona
Tucson, AZ
12-1994

Skills

  • Retirement planning
  • Portfolio management
  • Asset allocation
  • Estate planning
  • Problem-solving abilities
  • Critical thinking
  • Effective communication
  • Decision-making

Accomplishments

  • Certified Financial Planner
  • Series 7, 9,10, 62, 66
  • Resolved product issue through consumer testing.

Certification

  • CFP - Certified Financial Planner

Interests

  • Volunteering
  • I like working with my hands and fixing things
  • I enjoy helping others and giving back to the community
  • Golf

Timeline

Senior Wealth Advisor

Charles Schwab
04.2022 - 05.2025

Financial Consultant

Charles Schwab
05.2015 - 04.2022

Portfolio Manager

Charles Schwab
03.2011 - 04.2015

Senior Manager

Charles Schwab
04.2007 - 03.2012

Bachelor of Science - Management Information Systems

University of Arizona

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Michael Gross