Stephanie Ruark
Littleton,Colorado
Summary
Transitioning to part time and seeking better life balance with focus to teach yoga.
20 plus years experience year as an accomplished Financial Wealth Advisor and Insurance Agent with a proven track record at Aveo Capital and Farmers Insurance, adept at building trust and managing wealth with professionalism and ethics. Expert in portfolio management and customer service, I excel in creating customized financial strategies, ensuring generational client satisfaction and loyalty through exceptional relationship-building skills.
Personable and analytical with keen understanding of financial markets and investment strategies, bringing solid foundation in financial planning, including insurance and asset allocation. Possesses strong skills in behavior and data analysis and client relationship management, with focus on providing personalized and effective financial advice. Committed to helping clients achieve their lifetime goals and secure their financial future.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Agent
Farmers Insurance / United Healthcare Insurance
01.2018 - 12.2024
- Delivered exceptional customer service by proactively addressing concerns, fostering a positive experience throughout all 3interactions.
- Provided tailored and customized coverage and products based on best fit for the client.
- Continued compliance and education.
Financial Advisor
Aveo Capital/Marathon Investment Management
02.2016 - 12.2024
- Primarily served in the role as FIDUCIARY, with AUM of $120 Million.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Ensured compliance with continued education, industry regulations, company policies while serving clients best interests.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Analyzed clients risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Education
Bachelor of Arts - Marketing
Colorado Christian University
Denver, COSkills
- Fiduciary
- Superior ethical service and professionalism
- Excellent organization and facilitation
- Critical and Analytical thinking
- Excellent Verbal and written communication
- Calm and rational demeanor
- Ability to seek alternatives in times of crisis
- Insurance, College, Retirement planning
- Wealth preservation, Charitable giving, Trust services
- Asset allocation/Investment Analysis
- Management of staff and team
- Microsoft Office, SalesForce CRM
Certification
- CorePower YTT 200 March 2024
- RYT 200 Yoga Alliance
- American Red Cross CPR May 2023
- Notary State of Colorado Issued Aug 2012 Expires Aug 2027
- Licensed Medicare and Insurance Agent/Broker - Colorado Department of Insurance.
Timeline
Insurance Agent
Farmers Insurance / United Healthcare Insurance
01.2018 - 12.2024
Financial Advisor
Aveo Capital/Marathon Investment Management
02.2016 - 12.2024
- CorePower YTT 200 March 2024
- RYT 200 Yoga Alliance
- American Red Cross CPR May 2023
- Notary State of Colorado Issued Aug 2012 Expires Aug 2027
- Licensed Medicare and Insurance Agent/Broker - Colorado Department of Insurance.
Bachelor of Arts - Marketing
Colorado Christian University
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