MICHAEL D. SPEARS JR.
Apollo Beach,FL
Summary
Dedicated and results-driven Financial Advisor with over 10 years of experience in providing comprehensive financial planning and investment management services. Skilled in analyzing clients' financial situations, identifying investment opportunities, and developing customized financial strategies to achieve their goals. Adept at building long-lasting client relationships based on trust and integrity. Strong communicator with a proven track record of helping clients navigate complex financial decisions.
Overview
9
9
years of professional experience
Work History
Financial Advisor
Morgan Stanley
07.2019 - Current
- Consult with clients to determine their financial needs to guide clients to their financial goals
- Exceeded sales goals with 156 new households totaling $34,145,875 inflows CY2023
- Monitor markets adjusting client portfolios as needed.
- Collaborated with team members to streamline processes and improve overall client experience.
Financial Advisor
JPMorgan Chase Bank N.A.
07.2017 - 06.2019
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
- Worked with clients to assess and meet short- and long-term financial goal
- Marketed business to increase customer base and grow revenue.
Financial Advisor
Merrill Lynch Wealth Management
07.2015 - 07.2017
- Worked with clients to assess and meet short- and long-term financial goal
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
- Helped clients plan for and fund retirements using mutual funds and other options.
Customer Service Representative
Liberty Mutual Insurance
02.2015 - 07.2015
- Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions
- Collaborated with cross-functional teams and diverse colleagues to accomplish team objectives and serve customer needs
- Maintained strong reputation of efficiency and accuracy, earning numerous recommendations from satisfied customers.
Education
Master of Business Administration -
Florida International University
Miami, Florida01.2015
Skills
- Business development
- Customer service
- Detail-oriented
- Investment Consulting and Planning
- Verbal and written communication
- Relationship building and management
- Retirement planning
- Investment advice
Timeline
Financial Advisor
Morgan Stanley
07.2019 - Current
Financial Advisor
JPMorgan Chase Bank N.A.
07.2017 - 06.2019
Financial Advisor
Merrill Lynch Wealth Management
07.2015 - 07.2017
Customer Service Representative
Liberty Mutual Insurance
02.2015 - 07.2015
Master of Business Administration -
Florida International University