Reginald Allison
Spring
Summary
Experienced financial professional with a demonstrated expertise in prioritized goals-based financial planning, client relationship building and deepening, a comprehensive understanding of various investment solutions and financial markets, and strategic methods for both uncovering opportunity and inspiring client action.
Overview
9
9
years of professional experience
Work History
National Financial Solutions Advisor
Bank of America Merrill Lynch
06.2022 - Current
- Discovered a myriad of compensable investment and banking solutions for over 1,000 clients during my 2.5 year tenure at Merrill
- Consistently met or exceeded performance metrics, earning recognition from management for outstanding achievements in client satisfaction and revenue generation.
- June-December 2022: Completed Merrill's 6 month advisor training program
- 2023: Acquired over $27MM in new assets; opened 476 new accounts
- 2024: Acquired over $21MM in new assets YTD (including 4 month parental leave); opened 370 new accounts YTD
Managed Accounts Specialist
AIG
01.2020 - 06.2022
- Train advisors across 3 of AIG's largest districts (Miami, FL; Los Angeles, CA; Atlanta, GA) to acquire and maintain assets in AIG's managed accounts platform - Guided Portfolio Services (GPS)
- Maintain and build upon over $800MM in AUM in managed assets book
- 2020: Acquired over $4.5MM in new assets
- 2021: Acquired over $5.5MM in new assets
- January-June 2022: Acquired $2.5MM in new assets
Financial Advisor - Retirement Specialist II
AIG
06.2017 - 01.2020
- Partnered with 32 advisors in Virginia to service AIG's Top Client Opportunity Initiative (non-flowing clients, aged 55-75, and total assets of $100k or more)
- Counseled over 2000 clients annually; reviewed their investments, created financial plans and client review statements - established rapport and educated them on their investment options based on their established time horizon, risk tolerance, etc.
- 2017: Acquired over $2.5MM in new assets
- 2018: Acquired over $4MM in new assets
- 2019: Acquired over $4MM in new assets
Financial Advisor - Retirement Specialist I
AIG
07.2015 - 06.2017
- Established and maintained relationships with clients to ensure asset retention, account growth, and investor education
- Co-led AIG's Asset Retention department with over $60MM in at-risk assets retained in 2016
- More than doubled first year sales goal with over $2MM in newly acquired assets within first 9 months of production
- Made over 100 proactive outbound calls per week to under-serviced clients
Education
Bachelor of Arts - Economics
Baylor University
Waco, TX05.2015
Skills
- Licensed in Life, Health & HMO, Series 6, Series 7, Series 63, and Series 65
- CRCP Certification obtained
Timeline
National Financial Solutions Advisor
Bank of America Merrill Lynch
06.2022 - Current
Managed Accounts Specialist
AIG
01.2020 - 06.2022
Financial Advisor - Retirement Specialist II
AIG
06.2017 - 01.2020
Financial Advisor - Retirement Specialist I
AIG
07.2015 - 06.2017
Bachelor of Arts - Economics
Baylor University
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