TYSON LONG
Atlanta,GA
Summary
Dedicated and client-focused financial advisor with four years of experience helping individuals and businesses achieve their financial goals. Holds Series 6 and 63 licenses, along with a Life and Health Insurance license, providing a well-rounded approach to investment and risk management. Skilled in retirement planning, investment strategies, and insurance solutions, with a strong commitment to client education and long-term financial success. Adept at building lasting relationships and delivering tailored financial strategies to meet unique client needs.
Overview
4
4
years of professional experience
Work History
Financial Advisor
MassMutual
11.2024 - Current
- Develop and implement strategic financial plans to help clients manage wealth, mitigate risk, and achieve long-term financial security..
- Provide asset management services by assessing client portfolios, recommending investment strategies, and ensuring alignment with financial objectives.
- Build and maintain strong investor relations, serving as a trusted advisor to clients and delivering proactive financial guidance.
Financial Advisor
Northwestern Mutual
10.2021 - 11.2024
- Conduct in-depth financial assessments to identify client needs and opportunities for investment, insurance, and retirement planning solutions.
- Collaborate with internal teams to offer holistic financial solutions that integrate insurance, retirement planning, and wealth management.
- Maintain compliance with industry regulations and uphold the company's commitment to ethical financial practices.
Financial Intern
Northwestern Mutual
01.2021 - 10.2021
- Engage in investor relations by building relationships with prospective and existing clients.
- Participate in client meetings, learning how to assess financial needs and present tailored financial solutions.
- Assist in developing strategic financial plans tailored to clients' individual needs and goals.
- Collaborate with a team of financial professionals and mentors to enhance your knowledge and career development.
Education
Bachelor of Arts - Finance, Business Administration
Morehouse College
Atlanta, GA05-2021
Skills
- Strategic Financial Planning
- Asset Management
- Retirement Planning
- Wealth Management
- Insurance Planning
- Financial Analysis & Market Research
- Client Relationship Management
- Sales & Business Development
- Compliance & Ethics
- Negotiation & Persuasion
- Financial modeling & forecasting
- Communication & Presentation
- CRM software
- Microsoft Excel
Timeline
Financial Advisor
MassMutual
11.2024 - Current
Financial Advisor
Northwestern Mutual
10.2021 - 11.2024
Financial Intern
Northwestern Mutual
01.2021 - 10.2021
Bachelor of Arts - Finance, Business Administration
Morehouse College
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