Tracy Adams
Muskegon
Summary
Results-driven Financial Advisor specializing in tailored financial planning, investment strategy development, and client education. Committed to enhancing client knowledge through engaging workshops and regular portfolio evaluations.
Overview
9
9
years of professional experience
2
2
Certifications
Work History
Financial Advisor
Choiceone Banks
Muskegon
11.2016 - 08.2025
- Developed tailored financial plans based on individual client needs and goals.
- Conducted in-depth market research to identify investment opportunities and trends.
- Educated clients on financial products to enhance their understanding and engagement.
- Evaluated client portfolios regularly to ensure alignment with financial objectives.
- Facilitated workshops to improve client knowledge in investment strategies and market trends.
Education
Some College (No Degree) - Business Administration
Ferris State University
Big Rapids, MISkills
- Financial planning
- Investment strategies
- Portfolio management
- Market analysis
- Risk assessment
- Customer relationship management
Certification
Series 7, 66 licensed
Affiliations
Hockey
Timeline
Financial Advisor
Choiceone Banks
11.2016 - 08.2025
Some College (No Degree) - Business Administration
Ferris State University