WILLIAM COOPER II
Dallas,TX
Summary
Motivated Financial Planner that demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Eager to contribute to team success and further develop professional skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Advisor
Morgan Stanley Wealth Management
10.2023 - Current
- Advised and supported a wealth management team with $400 million in assets under management.
- Assisted and facilitated the transition of the team moving the practice to Morgan Stanley.
- Lead the team’s effort of implementing the financial planning process when transitioning to Morgan Stanley.
- Presented financial plans and investment recommendations to clients.
- Helped clients make informed decisions about financial future.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Gained experience working with Ultra High Net Worth relationships.
- Implemented investment strategies for clients across equity, fixed income, and alternative investment asset classes.
- Earned the internal designation of financial planning specialist.
- Leveraged, adopted, and implemented artificial intelligence tools that were introduced internally.
- Presented financial literacy education to youth groups and client’s children.
Financial Advisor
Merrill Lynch Wealth Management
07.2020 - 10.2023
- Worked on a team with 2 senior advisors while working through the Merrill Lynch advisor training program.
- Provided support to the team’s standing book of business while also prospecting new clients and pursuing new relationships for our team’s practice.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Built comprehensive financial plans for prospective clients and existing clients to meet their stated financial goals.
- Organized our team’s premiere events to entertain prospects, clients, and referral partners.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Financial Advisor Summer Intern
Merrill Lynch Wealth Management
06.2019 - 08.2019
- Organized and prioritized the most profitable relationships across a $200 million book of current clients evaluating financial planning and investment management practices.
- Assisted in building and maintaining multiple asset allocation models customized to support clients to reach specifically defined goals.
- Participated and presented in 40 meetings resulting in 60+ hours of direct client interaction.
Laborer
Plant Services Inc. (Exxon Mobil)
06.2017 - 08.2017
- Performed fire/hole watch duties by observing workers in confined spaces or flammable situations to be able to manage risks and contact help if necessary.
- Escorted companies in and out of the refinery to maintain the safety standards.
- Managed new employees and educated employees on the refinery environment.
Education
Bachelor of Science - Business Administration, Major Financial Management/Investments, Minor in Business Analytics
University of Arkansas, Sam M. Walton College of Business
05.2020
Skills
- Financial Planning
- Investment Strategies
- Research
- Client Relations
- Team Trust
- Business Communication
Certification
- Financial Planning Specialist
- Portfolio Advisor for Discretionary Investment Platform
- Certified Exit Planning Advisor-helping business owners plan for successful transition of their company.
Timeline
Financial Advisor
Morgan Stanley Wealth Management
10.2023 - Current
Financial Advisor
Merrill Lynch Wealth Management
07.2020 - 10.2023
Financial Advisor Summer Intern
Merrill Lynch Wealth Management
06.2019 - 08.2019
Laborer
Plant Services Inc. (Exxon Mobil)
06.2017 - 08.2017
Bachelor of Science - Business Administration, Major Financial Management/Investments, Minor in Business Analytics
University of Arkansas, Sam M. Walton College of Business
INTERNATIONAL EXPERIENCE
- Study Abroad China: Beijing, Shanghai, Hong Kong, Shenzhen May 2019
- Toured cultural sites and was educated about the culture and history of the country and each particular city.
- Led a virtual cross-cultural e-commerce session with 20 members of the Alibaba Group to educate them on US e-commerce development.
- Gained visibility into the business impact and procedures of Yum Brands, Walmart China, Modern Terminals and Alibaba Group during tours and on-site learning sessions.
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