Michael Marceda
Myrtle Beach,SC
Summary
Dynamic Financial Advisor with a proven track record at major financial institutions, excelling in relationship building and investment advice. Expert in developing tailored financial plans and fostering client loyalty through analytical thinking and attention to detail. Committed to delivering exceptional service and achieving client goals through strategic financial management.
Overview
24
24
years of professional experience
Work History
Senior Vice President, Financial Advisor
Wells Fargo Financial Network Advisors
Raleigh, NC
07.2015 - 07.2024
- 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.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
Senior Vice President, Financial Advisor
Morgan Stanley
01.2010 - 06.2015
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Million Dollar Producer
Senior Vice President, Financial Advisor
Merrill Lynch
05.2005 - 01.2010
Million Dollar Producer
Presidents Club
Senior Vice President, Financial Advisor
UBS Financial Services
11.2000 - 05.2005
Million Dollar Producer
Presidents Club
Education
Psychology
Hofstra University
Hempstead, NY05.1980
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Financial advising
- Attention to detail
- Critical thinking
Timeline
Senior Vice President, Financial Advisor
Wells Fargo Financial Network Advisors
07.2015 - 07.2024
Senior Vice President, Financial Advisor
Morgan Stanley
01.2010 - 06.2015
Senior Vice President, Financial Advisor
Merrill Lynch
05.2005 - 01.2010
Senior Vice President, Financial Advisor
UBS Financial Services
11.2000 - 05.2005
Psychology
Hofstra University