WINFRED G. BOYCE JR
Consultant
Fairburn,GA
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
10
10
years of professional experience
Work History
Associate Director, Financial Wellness/Retirement Consultant
COMPASS FINANCIAL PARTNERS
03.2020 - Current
- Develop and execute strategies and approaches to promote participant action toward a fully funded retirement; deliver on key plan metrics (i.e.
- Retirement outlook, increase participation and deferral rates, etc.) Develop and manage client relationships from an educational perspective; build and foster productive relationships with Human Resources, management team and participants Conduct individual and group presentations for approximately 30 plan sponsor relationships with an average of $120 million in assets, in person or via video technology, to enhance awareness of plan features and to grow plan assets.
- Presentations include enrollment meetings, age-based financial education meetings, and basic and advanced financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
Registered Representative
WESTERN & SOUTHERN LIFE
11.2018 - 03.2020
- Ranked the # 2 Registered Representative in the Atlanta office based on YTD insurance production, and the # 3 first year Registered Representative in the Company based on YTD securities production Attended local community and networking events.
- Facilitate weekly lunch and learns for clients and perspective clients; educating and providing timely information on financial topics such as retirement and tax planning, insurance, education planning, and estate planning; resulting in approximately 15-20 new leads per month Executed front-line underwriting by gathering financial data (financial statements and tax returns) and medical information and ensuring the information submitted on the application is complete and accurate, resulting in a 95.9 YTD persistency rate.
Financial Advisor, Vice President
PERSONAL CAPITAL
06.2017 - 03.2018
- Analyzed client’s current investment accounts and strategies and identified potential blind spots and unnecessary risk, recommended better diversification strategy by reducing concentrated exposure to a given sector or investment style, resulting in a reduction in portfolio risk and higher returns Performed complex financial and tax analysis for high level executives with company stock options (primarily Incentive Stock Options or ISOs), advising clients when to sell stock after exercising options, helping to maximize the value of their stock options and save money by avoiding the higher ordinary income tax rates Utilized SaaS-based sales engagement platform Clearslide to deliver virtual presentations to high net worth perspective clients (prospects with household assets greater than $1MM) in the Southeastern United States, averaging $4MM - $5MM in new assets per month versus a monthly quota of $3MM.
Financial Solutions Advisor, Assistant Vice President
BANK OF AMERICA MERRILL LYNCH
04.2014 - 05.2017
- Utilized the consultative sales process to identify and solve for the financial goals of mass affluent and high net worth clients; led to consistent strong performance and top 10% of Merrill Edge Financial Solutions Advisors in the State of Georgia in new investment accounts (45 new accounts per quarter), revenue growth ($6.75MM in new assets per quarter), and referrals Leveraged partnership opportunities and facilitated weekly huddles with branch team and bank partners to coach Personal Bankers, Business Bankers, and Mortgage Bankers on current trends and product updates as it relates to retirement plans, investments, and sales strategy, increasing wealth management referrals by an additional 5-7 per week Led Georgia Employee Banking & Investments program: organized and presented at seminars to educate associates on employee benefits; contributed to ~ 4.5K in new employee accounts and $81MM in deposit growth from Georgia based associates in 2016.
Financial Advisor
EDWARD JONES INVESTMENTS
09.2010 - 07.2013
- Recognized as a first-year top achiever and was presented the “Spirit of Partnership” Award for adding 56 new relationships during the first 12 months of production Managed an office with over 200 households and $21 million in assets through proactive acceleration strategy, resulting in satisfied clients and high client retention rate Reviewed client investment goals and prepared recommendations for products such as individual stocks, bonds, mutual funds, ETFs, REITS, life insurance, and fixed/variable annuities.
Education
B.S - Business Management
SOUTH CAROLINA STATE UNIVERSITY
The Professional Financial Planner Certificate Program CERTIFICATION: CERTIFIED FINANCIAL PLANNER - undefined
OGLETHORPE UNIVERSITY
LICENSES: Securities: Series 7 and Series 66; GA, NC, SC Life and Health Insurance - undefined
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Skills
Sales and marketing
Mutual funds
Key relationship management
Business Development
Budgeting
Negotiation
Investment advice
Financial planning
Retirement needs
Investment planning
Strategic planning
Timeline
Associate Director, Financial Wellness/Retirement Consultant
COMPASS FINANCIAL PARTNERS
03.2020 - Current
Registered Representative
WESTERN & SOUTHERN LIFE
11.2018 - 03.2020
Financial Advisor, Vice President
PERSONAL CAPITAL
06.2017 - 03.2018
Financial Solutions Advisor, Assistant Vice President
BANK OF AMERICA MERRILL LYNCH
04.2014 - 05.2017
Financial Advisor
EDWARD JONES INVESTMENTS
09.2010 - 07.2013
B.S - Business Management
SOUTH CAROLINA STATE UNIVERSITY
The Professional Financial Planner Certificate Program CERTIFICATION: CERTIFIED FINANCIAL PLANNER - undefined
OGLETHORPE UNIVERSITY