PERRY SMITH
Marietta
Summary
Highly experienced individual with proven track record of delivering excellent customer service, managing complex financial transactions and providing financial advice to clients. Adept in utilizing professional financial tools and software to assess and analyze customer needs, develop innovative solutions and close sales. Committed to maintaining an in-depth knowledge of current financial regulations and industry trends.
Overview
1
1
Certification
Work History
E*TRADE From Morgan Stanley
Virtual Client Solutions
Alpharetta, GA
2013 - 2025
- Discussed available products or services based on clients' individual needs and goals.
- Provided guidance to customers on financial matters such as customized investments and retirement planning.
- Utilized problem solving skills to resolve complex issues quickly and efficiently.
- Analyzed customer portfolios to identify opportunities for growth and improvement.
Nestwise Financial
Financial Advisor
Atlanta, GA
2012 - 2013
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop financial plan.
- Identified appropriate solutions for various types of financial situations based on individual circumstances.
- Researched and evaluated different types of investments to maximize potential returns.
Merrill Lynch Global Wealth Management
Financial Advisor
Atlanta, GA
2010 - 2013
- Self-starting role as financial advisor for high net worth individuals, adept at creating, developing, and executing short- and long-term financial strategies customized to meet clients' needs in a consultative environment.
Fisher Investments
Investment Counselor in the Private Client Group
Vancouver, WA
2007 - 2010
- Developed personalized financial planning and investment strategies for high net worth individual investors.
- Served as liaison between assigned clients and the firm's senior investment policy decision makers.
- Identified additional investable assets with client base and generated client referrals.
Tegra Financial Advisors
Business Services Consultant
2006 - 2007
Trusco Capital Management
Regional Sales for STI Classic Mutual Funds
2001 - 2006
CIBC World Markets
Wealth Strategist
2000 - 2001
Marion Bass Securities
Account Executive
1996 - 2000
Education
Bachelor of Science (B.S.) - Marketing
University of Alabama
Tuscaloosa, AL, US05.1996
Skills
- Retirement Planning
- Client Relations
- Performance Measurement
- Financial Reporting
- Customer Relationship Management
- Relationship Management
Certification
Finra Series 7, 63
Timeline
E*TRADE From Morgan Stanley
Virtual Client Solutions
2013 - 2025
Nestwise Financial
Financial Advisor
2012 - 2013
Merrill Lynch Global Wealth Management
Financial Advisor
2010 - 2013
Fisher Investments
Investment Counselor in the Private Client Group
2007 - 2010
Tegra Financial Advisors
Business Services Consultant
2006 - 2007
Trusco Capital Management
Regional Sales for STI Classic Mutual Funds
2001 - 2006
CIBC World Markets
Wealth Strategist
2000 - 2001
Marion Bass Securities
Account Executive
1996 - 2000
Bachelor of Science (B.S.) - Marketing
University of Alabama