Sawyer Hyatt
Financial Advisor
Decatur,GA
Summary
Financial Consultant with robust background in fiduciary financial advisory. Proven ability to guide clients toward their financial goals through strategic planning and personalized advice. Demonstrated expertise in wealth management, written and verbal communication collaborating across multiple fields, and critical problem solving on time-sensitive matters.
Overview
5
5
years of professional experience
4
4
Certifications
Work History
Financial Advisor
Equitable Advisors
Jacksonville, FL
08.2024 - Current
- Assisted clients in identifying financial and estate goals before developing and advising personalized strategies.
- Coordinated with attorneys, CPAs, and TPAs to enhance client service and ensure successful implementation of planning strategies.
- Gathered $1.05m in personal assets (Brokerages and IRAs), $1.2m in sleeve managed 401(k)s, $4.2m in Group Plans opened, $1.6m in Annuities, and $200k/year in Life Insurance annual premiums across 55 clients.
- Utilized financial software tools (eMoney, AssetMap, Blackrock Advisory Center, Vanguard Portfolio Analyzer, Broadridge Solutions, and Salesforce) to analyze data and present recommendations clearly to clients.
On-Site Bartender
Sandy James Catering
West Palm Beach, FL
07.2021 - 04.2024
- Crafted and served diverse cocktails and beverages, ensuring exceptional customer satisfaction.
- Trained new bartenders on company standards and drink preparation techniques.
- Handled cash transactions accurately, processing payments efficiently at events with more than 500 attendees.
- Developed creative solutions in high-pressure and high-stake environments.
Research Intern
University of Florida, College of Entomology
Gainesville, FL
01.2021 - 04.2021
- Conducted literature reviews to support ongoing entomological research projects.
- Assisted in chemical analysis, larvae synthesis, and general upkeep of the 200+ hives in the facility
- Completed research, compiled data, updated spreadsheets, prepared detailed reports summarizing research outcomes and presenting findings to faculty.
Education
Bachelor of Arts - Economics, Philosophy, German
University of Florida
Gainesville, Florida, FL05-2024
Skills
- Investment planning
- Relationship building and management
- Analytical thinking
- Estate planning
- Employee benefits consulting
- Business development and succession planning
- Time management in high-stress environments
Affiliations
D.W. Perkins Bar Association [Sponsoring Partner]
Jacksonville Bar Association [Sponsoring Partner]
Certification
Series 66,
Series 7,
Securities Industries Essentials,
2-15 Life, Health, and Variable Annuity Agent License
Languages
English
Native or Bilingual
German
Full Professional
Timeline
Financial Advisor
Equitable Advisors
08.2024 - Current
On-Site Bartender
Sandy James Catering
07.2021 - 04.2024
Research Intern
University of Florida, College of Entomology
01.2021 - 04.2021
Bachelor of Arts - Economics, Philosophy, German
University of Florida