Michael Morris
Investment Advisor
St Augustine
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
7
7
years of professional experience
2
2
Certifications
Work History
Workplace Planning Consultant
Fidelity Investments
05.2023 - 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.
- Collaborated with team members to streamline processes and improve overall client experience.
- Established rapport with clients in consultative sales setting to guide clients in pinpointing opportunities for improving financial strategies.
- Engaged warm-lead clients to initiate retirement planning and investment guidance process.
- Assessed unique defined contribution plan features to discover and apply additional opportunities for clients.
- Enhanced client satisfaction by offering customized financial guidance and strategic investment solutions.
- Utilized goal-based planning strategies to tailor managed account solutions according to clients' requirements
- Leveraged research tools provided by the firm to stay informed about current market events affecting clients' portfolios.
Owner
Blue Dawn Surfboards
09.2019 - 05.2023
- Started a small business combining a passion for surfing with detail-oriented skills to build custom surfboards
- Consult with clients regarding their skill level and personal preferences to build boards to precise specifications
- Analyze material prices, availability, and labor hours to estimate cost and delivery date
- Market through multiple sources including Facebook Marketplace, Instagram, and referrals and sold 50+ custom surfboards
- Surfboard shaping, fiberglassing, and repairs
Package Handler
FedEx Corporation
06.2021 - 11.2022
- Transferred 500+ packages within two hours to prevent delivery delays – scanned, sorted, and strategically loaded packages into designated shipping cans to avoid damage and use space efficiently
- Operated and monitored six conveyor belts, preventing malfunctions and blockages
- Trained new employees on how to operate equipment and handle materials safely
- Multinational transport company
Intern
Fairhope Brewing Company
02.2021 - 04.2021
- Fully immersive internship to learn all aspects of a thriving small business - including production, marketing, and customer service
- Operated the canning line and made real-time adjustments to complex machinery to maintain quality control and package timely. Managed and tracked inventory and batch data
- Followed all safety protocols to maintain a clean canning facility and the onsite taproom
- Provided customer service and menu recommendations in the taproom
- Craft brewery
Sales Associate
Rainbow Shades
05.2019 - 08.2019
- Increased store revenue by 50% by utilizing my product knowledge and skills to sell in-store and special order merchandise
- Maintained, cleaned and organized 20 product displays. Closely managed in-store inventory to prevent and track losses from theft
- Operated point-of-sale software to complete customer transactions including returns, exchanges, sales
- Sunglass and apparel retail chain
Education
Bachelor of Science - Business Administration, Integrated Business
University of Central Florida
Orlando, FL12.2022
Skills
- Investment strategy development
- Retirement planning
- Defined contribution plans
- Wealth management
- Financial product knowledge
- Experience with Salesforce CRM
- Client relationship management
- Sales expertise
- Excellent presentation skills
- Effective time management
Certification
FINRA Series 7 License - 2023
Timeline
Workplace Planning Consultant
Fidelity Investments
05.2023 - Current
Package Handler
FedEx Corporation
06.2021 - 11.2022
Intern
Fairhope Brewing Company
02.2021 - 04.2021
Owner
Blue Dawn Surfboards
09.2019 - 05.2023
Sales Associate
Rainbow Shades
05.2019 - 08.2019
Bachelor of Science - Business Administration, Integrated Business
University of Central Florida
RELEVANT COURSEWORK
- Integrated Marketing and Sales
- Business Finance
- Small Business Finance
- Strategic Management
- Applied Business Technologies