Senior Wealth Advisor / President

• Feb 2009 - Present

• Proved financial advising and planning to high-net-worth individuals and families on financial. Responsibilities included: client relations, account management, business development, financial advising, comprehensive financial planning, tax planning, investments management, retirement planning, estate planning, project management plus supervise a team of 2. • Managed client relationships providing customized world-class service, creating a long-term trusted advisor relationship focused on adding value to each client. • Developed new business from referrals and making presentations targeting lawyers, accountants, Women’s groups, and small businesses. Results added dozens of new high-net-worth clients. • Created 100 financial plans for clients conducting data analysis, building a net worth statement, developing cash flow statement, projections, investment analysis, and financial goal setting.