Nick George, CFP®

• Continue to produce double-digit growth year after year
• Implement customized financial plans for high-net-worth clients to help them better understand their current capacity and creative savings strategies.
• Meet with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Educate clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.

• Researched and reviewed financial products and services and developed customized solutions to meet client needs.
• Collaborated with internal teams to ensure client satisfaction and provided ongoing support for client inquiries.
• Assisted with preparation of client presentations and educational seminars on financial topics.

*Affiliated with The State Bank and Trust Company*

• Inherited a $15mil book to start my financial advising career.
• Provided expertise in portfolio construction, asset allocation, and risk management,
• Implemented financial strategies to help clients achieve their goals,

• Work along side the CIO in building reports, providing Morningstar analysis, and using Excel to measure internal ratios.
• Support Wealth Management Advisors with liquidity management, trades, client reports and analysis on financial plans.
• Exercised due diligence on 200+ mutual funds and sending out RFP's to fund managers (omnibus block trading).