William Sampson
Hendersonville,NC
Summary
Accomplished Financial Advisor with a proven track record at Edward Jones, adept in wealth management and excelling in relationship building. Spearheaded initiatives that significantly enhanced client satisfaction and loyalty, leveraging expertise in retirement and tax planning. Led teams to exceed sales targets through strategic mentoring and fostering a culture of continuous improvement.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Advisor
Edward Jones
09.2014 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Sales Associate
NW Jeep Dodge Chrysler Ram
02.2013 - 09.2014
- Built relationships with customers to encourage repeat business.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Engaged with customers to build rapport and loyalty.
Sales Director
The Environmental Commuter Options Company
04.2007 - 11.2012
- Led a high-performing sales team through effective coaching, mentoring, and performance management strategies.
- Enhanced customer satisfaction with a focus on fostering long-term relationships, consistently addressing client needs, and providing exceptional service.
- Fostered a culture of continuous improvement within the sales department, regularly organizing workshops and skill-building sessions for employees at various levels of expertise.
- Managed relationships with key industry stakeholders, attending conferences and networking events to further establish the company''s presence in relevant circles.
Education
Master of Science - Personal Financial Planning
Texas Tech University
Lubbock12-2024
BBA - Finance
Brandman University
Irvine12-2016
Skills
- Relationship building and management
- Retirement planning
- Tax planning
- Wealth Management
- Financial goal setting
Certification
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
- Accredited Asset Management Specialist (AAMS) - College for Financial Planning.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Series 63 License - North American Securities Administrators Association through FINRA.
- Series 65 License - North American Securities Administrators Association through FINRA.
- Series 66 License - North American Securities Administrators Association and FINRA.
- Certified Divorce Financial Analyst (CDFA) – Institute for Divorce Financial Analysts.
- Chartered Retirement Plan Specialist (CRPS) - College for Financial Planning
- Charter Retirement Plan Counselor (CRPC) - College for Financial Planning
Timeline
Financial Advisor
Edward Jones
09.2014 - Current
Sales Associate
NW Jeep Dodge Chrysler Ram
02.2013 - 09.2014
Sales Director
The Environmental Commuter Options Company
04.2007 - 11.2012
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
- Accredited Asset Management Specialist (AAMS) - College for Financial Planning.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Series 63 License - North American Securities Administrators Association through FINRA.
- Series 65 License - North American Securities Administrators Association through FINRA.
- Series 66 License - North American Securities Administrators Association and FINRA.
- Certified Divorce Financial Analyst (CDFA) – Institute for Divorce Financial Analysts.
- Chartered Retirement Plan Specialist (CRPS) - College for Financial Planning
- Charter Retirement Plan Counselor (CRPC) - College for Financial Planning
Master of Science - Personal Financial Planning
Texas Tech University
BBA - Finance
Brandman University
Similar Profiles
Heather LautHeather Laut
Client Service Specialist at Edward JonesClient Service Specialist at Edward Jones
David LynchDavid Lynch
Financial Advisor at Edward JonesFinancial Advisor at Edward Jones
Jonathan PittmanJonathan Pittman
Financial Advisor at Edward JonesFinancial Advisor at Edward Jones