Justin M. Binion
Summary
Accomplished Private Wealth Advisor with over a decade of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients achieve financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment.
Overview
13
13
years of professional experience
Work History
Vice President, Private Wealth Advisor
Clarfeld | Citizens Private Wealth
03.2022 - Current
- Helped high net worth individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Oversaw the wealth management needs of a territory consisting of 220 bank branches in Western PA, Ohio and Northern New York
- Provided advice on the cash management needs of small to mid-size businesses by recommending deposit, lending, and asset management solutions based on the clients needs.
- Educated banking teams on current product trends to help increase deposits & new business opportunities
- Partnered with the Business Bankers and Private Bankers to drive short-term and advanced cash management initiatives
- Worked with deposit team to effectively deliver the changing product lines to meet dynamic market demands.
- Ranked #1 on scorecard for 2022 & 2023 for new client acquisitions and net new AUM.
- Managed a team of 6 employees focusing on maximizing productivity & providing a high level of service to clientele
- Managed a book of $170 million in AUM for 70 clients
Senior Portfolio Advisor, Wealth Advisor
Merrill Lynch Private Wealth
05.2020 - 03.2022
- Managed financial affairs for high net worth clients
- Team acquired 320 million AUM in first two years
- Top 10 in peer group for new client acquisitions (2020) (2021)
- Built & managed investment portfolios
- Worked with small businesses providing cash management, lending, and investment solutions
- Managed teams marketing efforts
- Met with clients to discuss assets, liabilities and long-term and short-term investment goals to devise personalized financial plans.
Financial Advisor
Wells Fargo Advisors
09.2016 - 05.2020
- Managed book of 60 million in assets
- Worked with small businesses to provide cash management, lending & investment
- Grew revenue by 130% in 3 years
- Lead Pittsburgh market in revenue growth
- #1 in firm amongst peer group in net new assets 2019, 2018
- Top 10 in new client acquisitions (2019), (2018), and (2017)
- Traveled nationally to train new advisors and offer best-practices
- Met with clients to discuss assets, liabilities and long-term and short-term investment goals to devise personalized financial plans.
Portfolio Advisor, Financial Advisor
Merrill Lynch
03.2013 - 09.2016
- Part of team that managed $170 million in assets
- Built and managed investment portfolios for clients based on risk tolerance, time horizon, liquidity needs and goals
- Increased revenue by 38% in 2 years
- Increased total assets by 14% in 2 years
- Increased liabilities under management by 20% in 2 years
- Worked with small businesses to provide cash management, lending & investment solutions
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue.
Sports Division Account Executive
Comcast-Spectacor
05.2012 - 02.2013
- Partnered with companies to provide upscale client entertainment at events for 76ers, Flyers, and big east basketball
- Led sales team in revenue
- 115% to sales goals
- Built customer loyalty and retention by delivering excellent experiences.
Corporate Sales Representative
Madison Square Garden
06.2011 - 05.2012
- Generated revenue for the Knicks, Rangers, & Liberty through multiple upscale services
- Part of team that finished #1 out of 30 teams in sales revenue for NBA
- Led team in premium sales revenue
- Met and exceeded revenue goals by 122% through generating new leads and identifying new clients.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Education
Bachelor of Science - Sport Management
California University of Pennsylvania
California, PA05.2011
Skills
- Salesforce
- FINRA License Series 7
- FINRA License Series 66
- PA Life & Health Insurance License
- Verbal and Written Communication
- MS Office
Accomplishments
- New Pittsburgh Courier - Fab 40 Under 40 (2022)
- Association of African American Financial Advisors - 50 Under 50 (2021)
- California University of PA - 40 Under 40 (2019)
- Black Enterprise – 100 Black Men of Distinction (2018)
- PMD Excellence Award (2015)
Timeline
Vice President, Private Wealth Advisor
Clarfeld | Citizens Private Wealth
03.2022 - Current
Senior Portfolio Advisor, Wealth Advisor
Merrill Lynch Private Wealth
05.2020 - 03.2022
Financial Advisor
Wells Fargo Advisors
09.2016 - 05.2020
Portfolio Advisor, Financial Advisor
Merrill Lynch
03.2013 - 09.2016
Sports Division Account Executive
Comcast-Spectacor
05.2012 - 02.2013
Corporate Sales Representative
Madison Square Garden
06.2011 - 05.2012
Bachelor of Science - Sport Management
California University of Pennsylvania
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