Sharon Lucca
Milford,CT
Overview
12
12
years of professional experience
Work History
Financial Advisor
Strategies For Wealth Management
08.2015 - Current
- Built strong relationships with clients, fostering trust and confidence in providing safety in their portfolio.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
Client Relationship Manager
Agemy Financial Services
02.2012 - 08.2015
- Initiated and organized educational seminars for prospective clients.
- Organized client appreciation events.
- Communicated account updates to existing clients.
- Enhanced existing client relationships along with initiating new client relations via prospecting, follow up and building rapport.
Timeline
Financial Advisor
Strategies For Wealth Management
08.2015 - Current
Client Relationship Manager
Agemy Financial Services
02.2012 - 08.2015
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