Tyler Canady
Naples,FL
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Advisor
Morgan Stanley
Naples & Marco Island, FL
05.2019 - Current
- Grew business as a solo practitioner from no AUM and no revenue to $40mm AUM and $300,000+ T-12 revenue in less than 5 years. Self promotion of business with minimal internal referrals/walk-ins from firm. Received Pacesetter Club recognition.
- Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy. Expertise in high net worth estate planning strategies including buy/sell agreements and intricate liquidity planning for business owners with estate tax issues.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Monitored investments, identified risks, and managed portfolios on both a discretionary and non-discretionary basis. Expertise in managing portfolios of stocks, bonds, options, structured investments, annuities, life insurance policies, etc.
- Work with plan sponsors and TPAs as a Qualified Plan Advisor. Scheduled and lead enrollment meetings for employees and executed financial plans for business owners.
Wealth Advisor Associate
Morgan Stanley
Naples, FL
05.2017 - 04.2019
- Partnered with established Financial Advisors in SWFL Complex (Sarasota down to Marco Island) and their teams to help grow revenues and AUM by offering financial planning as a service to their clients and prospects.
- Assisted Financial Advisors and their teams with marketing plans including SEO, website design, newspaper marketing, and digital ads.
Education
Bachelor of Science - Statistics
University of Florida
Gainesville, FL08-2017
Certification
- Series 7 & 66
- Life, Health & Variable Contracts
- NMLS#: 1965697
- Portfolio Manager
- Qualified Plan Financial Consultant (QPFC)
- Financial Planning Specialist
- CFP 511-516 Complete
Timeline
Financial Advisor
Morgan Stanley
05.2019 - Current
Wealth Advisor Associate
Morgan Stanley
05.2017 - 04.2019
Bachelor of Science - Statistics
University of Florida