Peyton Grantham
Haslet
Summary
Accomplished financial services professional with a proven track record of building a successful client base from the ground up through strategic networking, relationship development, and exceptional client service. Skilled in financial planning, investment portfolio construction, and client management, with a consultative approach focused on understanding each client’s unique goals and delivering personalized solutions. Recognized for strong interpersonal communication, business development, and the ability to establish long-term client relationships built on trust.
Overview
1
1
Certification
4
4
years of post-secondary education
4
4
years of professional experience
Work History
Financial Services Professional
New York Life Insurance Co
Fort Worth
07.2023 - Current
- Developed financial plans tailored to client needs and goals.
- Conducted comprehensive market research to identify investment opportunities.
- Educated clients about financial products and services offered by the company.
- Facilitated client meetings to discuss financial objectives and strategies.
- Built substantial client base by networking and making connections around the metroplex.
Intern
Ameriprise Financial
Shreveport
05.2022 - 09.2022
- Assisted financial advisors in preparing client presentations and reports.
- Organized and maintained client files for easy access and review.
- Conducted market research to support investment strategies and recommendations.
Education
Bachelor of Science - Finance
Louisiana Tech University
Ruston, LA 09.2019 - 04.2023
Skills
- Investment strategies
- Portfolio management
- Financial analysis
- Risk assessment
- Financial goal planning
- Client relationship management
- Critical thinking
- Effective communication
Certification
- Life, Accident, and Health License
- Variable Life and Variable Annuities License
- SIE
- Series 6
- Series 63
Accomplishments
- Executive Council Qualifier (New York Life) | 2025 – Recognized for exceptional sales volume and client acquisition within the first full year of operation.
- DFW Agent of the Month on multiple occasions.
- Set a record for the Fort Worth office by closing the single largest case during my tenure.
Timeline
Financial Services Professional
New York Life Insurance Co
07.2023 - Current
Intern
Ameriprise Financial
05.2022 - 09.2022
Bachelor of Science - Finance
Louisiana Tech University
09.2019 - 04.2023