Nick Kilmurray
Bozeman,Montana
Summary
Financial Advisor with over 5 years of experience providing comprehensive financial planning and investment advice. Proven track record of delivering tailored solutions to meet clients' financial goals. Strong expertise in portfolio management, retirement planning, and risk assessment. Adept at building and maintaining client relationships through exceptional communication and strategic financial guidance.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Palisade Financial Raymond James
09.2018 - Current
- Head of investment strategy since 2020
- Overseeing investment portfolios, annuity strategies, structured investments, and alternative investments
- Advised clients on investment strategies, asset allocation, and risk management to optimize financial portfolios
- Conducted thorough financial analysis and market research to identify opportunities and mitigate risks
- Developed personalized financial plans based on clients' financial objectives, risk tolerance, and time horizon
- Monitored portfolio performance and provided regular updates to clients, adjusting strategies as needed to align with changing goals and market conditions
- Cultivated and maintained strong client relationships through proactive communication and exceptional service
- Collaborated with internal teams to deliver comprehensive wealth management solutions, including tax planning, estate planning, and insurance services
- Headed weekly and monthly investment meetings.
Education
Master of Professional Accountancy -
Montana State University
Bozeman, MT12.2019
Bachelor of Business Administration in Business with an Accounting Focus -
Montana State University
Bozeman, MT05.2018
Skills
- Financial planning and analysis
- Investment management
- Retirement planning
- Risk assessment and mitigation
- Portfolio management
- Client relationship management
- Market research and analysis
- Communication and interpersonal skills
- Experience with various industry software
- Strong understanding of traditional investments, annuities, structured investments, and alternative investments
Certification
- Certified Investment Management Analyst (CIMA)
- Accredited Investment Fiduciary (AIF)
- Series 7 and Series 66 Securities Licenses
References
Available upon request.
Timeline
Financial Advisor
Palisade Financial Raymond James
09.2018 - Current
Master of Professional Accountancy -
Montana State University
Bachelor of Business Administration in Business with an Accounting Focus -
Montana State University