Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Timothy Price

Wildwood,MO

Summary

Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Financial Advisor

Edward Jones
07.2015 - Current
  • 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.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Collaborated with team members to streamline processes and improve overall client experience.
  • Coordinated efforts with estate attorneys and tax professionals when creating holistic wealth management plans inclusive of all relevant considerations.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.

Executive Team Leader

Target
05.2014 - 03.2015
  • Improved overall team performance with regular coaching, mentoring, and employee development initiatives.
  • Oversaw daily operations, ensuring adherence to regulatory requirements, organizational policies, and industry standards.
  • Created a guest-obsessed culture that prioritizes the guest experience and delivers on store sales goals.
  • Managed leaders to follow up on training completion, check for understanding, and provided continuous education opportunities.
  • Established a culture of accountability through clear expectations and performance management on critical behaviors.

Education

Bachelor of Science - Business Management

University of Central Missouri
Warrensburg, MO
05.2014

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Retirement planning
  • Wealth Management
  • Insurance Planning
  • Long-Term Care Planning
  • Portfolio construction
  • Education Funding
  • Investment Consulting and Planning

Accomplishments

* $100+ million of assets under management

* 12 month gross commissions are over $900,000

* Gathered over $91+ million of assets since July 2015


Certification

* Series 7

* Series 66

* MO Life and Health

Timeline

Financial Advisor

Edward Jones
07.2015 - Current

Executive Team Leader

Target
05.2014 - 03.2015

Bachelor of Science - Business Management

University of Central Missouri

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