TONI ABATE
Monument,CO
Summary
Conscientious Planning Consultant with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on a wide range of investment options and strategies to maximize financial security. Strong background in understanding financial markets, financial products and risk management. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Planning Consultant
Fidelity Investments
06.2021 - Current
- As a Planning Consultant, I have worked alongside Financial Consultants, and presently with Wealth Planners, in a financial planning capacity.
- My role has expanded upon planning capabilities to engage with our most successful wealth planner clients.
- Using th Relationship Based approach, I have developed and maintained strong relationships with clients to maximize satisfaction and increase NPS.
- In addition to the primarily role of conducting financial planning interactions, I have supported the overall client relationship by using innovative technologies to maximize efficiencies for clients.
- While onboarding clients into Emoney, I have assisted clients with budgeting, cash flow management, and SS analysis. We will also review assets, expenses, and long-term and short-term investment goals to devise a personalized financial plan.
- I have educated clients and assisted them in navigating our website on various wealth management tools to support their long-term financial objectives.
- I work closely with colleagues to establish best practices for managing client relationships and improving overall team effectiveness.
- I have been in complete alignment with Fidelity's firm wide initiatives that have given me the opportunity to positively influence clients' financial plans.
- I have gained extensive knowledge in data entry, analysis and reporting sectors in Emoney.
- While in my role, I have developed strong organizations and communications skills working with numerous departments through Fidelity.
- I am skilled at working independently and collaboratively in a team environment.
Financial Representative
Carlson Financial
05.2018 - 02.2021
- I served as a trusted Financial Representative to the Carlson Financial client base helping those participants to understand their options with their qualified savings, assisting them in setting goals, quantitative analysis to achieve those goals, and implementing a financial plan.
- I had worked with an experienced and results-oriented team of financial professionals utilizing modern technology to solve individual retirement challenges for our clients. This working environment offered continuous personal and professional development to craft my skills as a fiduciary that personally assisted clients on a journey to retirement success.
- I built strong relationships with clients through transparent communication and trust-building activities.
- Conducted regular portfolio reviews with clients to assess progress toward goals and adjust strategies as needed.
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
Financial Representative
T. Rowe Price Trust Co
11.2016 - 04.2018
- Worked with prospective and established clients to learn about their financial needs and to discuss any additions to their portfolio.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Delivered prompt, informative responses to client inquiries, fostering a positive customer experience.
- Worked effectively in fast-paced environments.
- Managed time efficiently in order to complete all tasks within deadlines.
- Developed strong organizational and communication skills through coursework and volunteer activities.
Loan Servicing Manager/Mortgage Underwriter
First Northwest Florida Bank
11.1992 - 12.1996
- Initially began as an Underwriter for Liberty Bank in November 1992; the company later merged with Compass Bank in October 1993
- I moved with Liberty management to a new Bank: First Northwest Florida Bank as Loan Servicing Manager.
- Maintained up-to-date knowledge of industry regulations, ensuring full compliance within the team''s work processes and procedures.
- Enhanced customer satisfaction by providing timely and accurate loan information to borrowers.
- Reduced delinquency rates through proactive borrower outreach and communication strategies.
- Improved loan servicing efficiency by implementing streamlined processes and workflow improvements.
Education
Master of Arts in Public Administration -
University of West Florida
Pensacola, FL01.1992
Skills
- Financial Plan Development
- Investment Opportunity Identification
- Investment Guidance
- Financials Analysis
- Retirement planning
- Salesforce, PGC & Emoney
Accomplishments
Q2 2022 Cultural Champion Winner
Q4 2022 Cultural Champion Winner
Q2 2023 Cultural Champion Winner
Certification
- Series 63
- Series 65
- Series 7
- CO Life Insurance
- CO Accident & Health Insurance
- CO Notary License
References
Upon Request
Timeline
Planning Consultant
Fidelity Investments
06.2021 - Current
Financial Representative
Carlson Financial
05.2018 - 02.2021
Financial Representative
T. Rowe Price Trust Co
11.2016 - 04.2018
Loan Servicing Manager/Mortgage Underwriter
First Northwest Florida Bank
11.1992 - 12.1996
Master of Arts in Public Administration -
University of West Florida
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