Mickealin Cassell
Indianapolis,IN
Summary
Motivated Wealth Advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
25
25
years of professional experience
1
1
Certificate
Work History
Senior Wealth Management Advisor
Maia Wealth
2024.01 - Current
- Developed comprehensive financial plans for clients to achieve long-term objectives, such as retirement planning and education funding.
- Assisted clients in mitigating risks by recommending suitable insurance products based on their individual needs and circumstances.
- Collaborated with other financial professionals, including accountants and attorneys, to provide holistic wealth management services.
- Provided exceptional customer service through prompt response times, empathetic listening skills, and clear communication of complex financial concepts.
Private Client Advisor
J.P. Morgan Wealth Management
2013.08 - 2024.01
- Helped individuals and families execute wealth management strategies based on their unique goals and objectives.
- Regularly conducted portfolio reviews with clients to evaluate performance, address concerns, and adapt to changing financial goals and market conditions.
- Increased assets under management through proactive client outreach efforts and leveraging referrals.
- Advised clients on retirement planning options to secure their future financial well-being.
- Collaborated with cross-functional teams to deliver comprehensive financial planning services addressing all client financial aspects.
Senior Financial Advisor
J.P. Morgan Securities
2013.01 - 2013.08
- Managed diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Developed custom presentations to educate clients on various investment options aligned with their objectives and risk tolerance levels.
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
Financial Advisor
J.P. Morgan Securities
2001.02 - 2012.12
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during financial planning process.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Relationship Banker
J.P. Morgan Chase
1999.02 - 2001.02
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Continually boosted branch production and revenue by 10% by consistently meeting all monthly and quarterly sales goals
Education
MBA - Business Management
Indiana Wesleyan University
Marion, IN12.2004
Bachelor of Science - Social And Behavioral Science
Indiana University Bloomington
Bloomington, IN08.2001
Skills
- Asset Allocation
- Portfolio diversification
- Cash Flow Management
- Investment strategies
- Estate Planning
- Retirement planning
- Portfolio Management
- Financial Planning
- Education Funding
Certification
- Series 6, 7, 63, 66, and Indiana Life and Health
Timeline
Senior Wealth Management Advisor
Maia Wealth
2024.01 - Current
Private Client Advisor
J.P. Morgan Wealth Management
2013.08 - 2024.01
Senior Financial Advisor
J.P. Morgan Securities
2013.01 - 2013.08
Financial Advisor
J.P. Morgan Securities
2001.02 - 2012.12
Relationship Banker
J.P. Morgan Chase
1999.02 - 2001.02
MBA - Business Management
Indiana Wesleyan University
Bachelor of Science - Social And Behavioral Science
Indiana University Bloomington
- Series 6, 7, 63, 66, and Indiana Life and Health
Similar Profiles
Chantal BriggsChantal Briggs
Client Services - NZ at Maia Financial New Zealand LimitedClient Services - NZ at Maia Financial New Zealand Limited
Rachael Kaitu'uRachael Kaitu'u
Therapeutic Care and Educator at Stand Tu Maia Children ServiceTherapeutic Care and Educator at Stand Tu Maia Children Service
Ashlyn AndersonAshlyn Anderson
Family Nanny at Maia JacksonFamily Nanny at Maia Jackson