RONALD OLINSKY
Summary
Accomplished Senior Financial Advisor at Wells Fargo Advisors, LLC, renowned for surpassing client expectations through expert portfolio management and exceptional verbal communication. Leveraged in-depth knowledge of financial planning and securities analysis to significantly enhance client wealth and satisfaction. Mentored staff, fostering a culture of excellence and continuous improvement in client service.
Overview
26
26
years of professional experience
1
1
Certification
Work History
SENIOR FINANCIAL ADVISOR
Wells Fargo Advisors, LLC
08.2008 - Current
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Stayed abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
- Conducted regular reviews of client accounts to ensure alignment with changing goals or market conditions, making adjustments as needed.
- Improved client financial stability by assessing their current financial situation and developing customized plans.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Mentored and trained highly talented staff, which prepared team members for providing exemplary service to clients.
- Created financial models to analyze and evaluate investment strategies.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
Financial Advisor
Morgan Stanley
09.1998 - 08.2008
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Education
Bachelor of Science - Accounting And Finance
University of Hartford
West Hartford, CT01.1972
Skills
- Verbal and written communication
- Microsoft Excel
- Client Assessments
- Securities Analysis
- Retirement planning
- Investment advice
- Portfolio Management
- Asset Allocation
- Financial Planning
- Equity research
- Estate Planning
- Technical Analysis
- Referral Networking
- Business Development
- Financial Goal Planning
Certification
Security Licenses
Series 7
Series 63
Series 65
Life, Annuity, Health Insurance Licenses
Affiliations
- Synagogue Emanu-El, Charleston, SC- Financial Secretary
- Addlestone Hebrew Academy, Charleston, SC - Board Member
- Fulton County New York Center for Regional Growth, Treasurer
- Nathan Littauer Hospital Foundation, Past President and Board Member
- Knesseth Israel Synagogue, Gloversville, New York, Past President, Financial Secretary, and Life Member
- Fulton County New York Regional Chamber of Commerce, Past President and Board Member
- Grove Park Homeowners Association, Charleston, SC, Board Member and Treasurer
Timeline
SENIOR FINANCIAL ADVISOR
Wells Fargo Advisors, LLC
08.2008 - Current
Financial Advisor
Morgan Stanley
09.1998 - 08.2008
Bachelor of Science - Accounting And Finance
University of Hartford
Security Licenses
Series 7
Series 63
Series 65
Life, Annuity, Health Insurance Licenses
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