Michelle Pearson
Cheyenne
Summary
Dynamic financial leader with extensive experience at LPL Financial, excelling in investment analysis and client relationship management. Successfully developed tailored financial strategies, growing assets under management significantly. Proven ability to educate clients and enhance their understanding of complex financial products, ensuring alignment with their goals and objectives.
Overview
14
14
years of professional experience
Work History
Vice President / Financial Consultant
LPL Financial
Cheyenne
01.2024 - Current
- Developed tailored financial plans for diverse client needs.
- Analyzed market trends to inform investment strategies and recommendations.
- Conducted regular client meetings to review portfolio performance and adjust plans.
- Educated clients on financial products and services to enhance understanding.
- Collaborated with team members to share insights and improve client service.
- Prepared detailed reports on investment performance and market conditions.
- Managed client data using financial planning software for accuracy and efficiency.
- Provided exceptional customer service by addressing client inquiries promptly.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Facilitated client meetings with comprehensive investment strategy planning.
- Promoted business to increase customer base and grow revenue.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
Financial Advisor
Edward Jones
Cheyenne
10.2019 - 12.2024
- Promoted business to increase customer base and grow revenue.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Identified new business opportunities through networking events or referrals from existing clients.
- Developed financial plans and strategies tailored to clients' individual needs.
- Provided ethical, objective and holistic financial planning advice to clients.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Analyzed wills, insurance policies, and corporate contracts for potential financial risks and opportunities for improvement.
- Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
- Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
- Grew assets under management through referrals and new business opportunities.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
- Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
Vice President of Wealth Management
ANB Bank
Cheyenne
05.2017 - 08.2019
- Managed advisory accounts on the trust platform (approximately $16,000,000).
- Retirement planning for clients using Money Guide Pro.
- Monitored, prioritized, and coordinated meetings with clients to help them achieve their financial goals.
- Recommended strategies that clients could use including cash management, insurance, and investment planning.
- Conducted seminars and workshops on financial planning topics such as retirement and estate planning, social security and evaluations of 401K plans.
- Focused on gathering assets to grow the book of business (brought it from $8,000,000 to $19,000,000 in two years).
- Sat on the trust committee to help make decisions for trustees.
Investment Advisor
Blue Federal Credit Union
Cheyenne
02.2011 - 05.2017
- Helped members achieve financial goals through mutual funds, tax-deferred annuities, IRAs, Roth IRAs, 529 plans, custodial accounts and money market funds.
- Guided members in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information and wills.
- Interviewed members to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
- Monitored financial market trends to ensure that plans are effective and to identify necessary updates.
Education
Bachelor of Science - Business Administration
University of Nebraska At Lincoln
Lincoln, NE05-2000
Skills
- Financial planning
- Investment analysis
- Client relationship management
- Market research
- Portfolio management
- Data analysis
Custom
- FINRA Series 6 License
- FINRA Series 7 License
- FINRA Series 66 License
- Life and Health License
- Annuity License
Timeline
Vice President / Financial Consultant
LPL Financial
01.2024 - Current
Financial Advisor
Edward Jones
10.2019 - 12.2024
Vice President of Wealth Management
ANB Bank
05.2017 - 08.2019
Investment Advisor
Blue Federal Credit Union
02.2011 - 05.2017
Bachelor of Science - Business Administration
University of Nebraska At Lincoln
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