Adam Higgins Email & Phone Number

Dunmore, PA, US

• My role is to discover my client’s goals, collaborate with the Fidelity Wealth Team to execute solutions based on those goals and deliver an exceptional client experience.
• Catapulted business from ground-up to a $75 million book of business, 46 clients, and reoccurring fee revenue in excess of $450,000.
• Increased fee revenue 200% from 2021 to 2202

Pittsburgh, Pennsylvania, US

• Increased book of assets under management by 20% valued at $20 million for 2019 — exceeded goals.Achieved client retention score of 97%, above company average.
• Ranked top 10% of client strategists across company managed client portfolios ranging from $3 to $30 million.
• Architected customized wealth management plans and leveraged trusted client relations to bring clients "on board." Executed strategies across banking, credit, planning, investment management, and retirement products to.
• Monitored, analyzed, and modified strategies in accordance with market trends to capitalize on opportunities.
• Cultivated internal relationships, consulted with investment specialists to optimize industry, market, and investmentknowledge, and present valued and trust partnerships to clients closing deals.
• Championed client needs while positioning company products and services as front and center wealth planning solutions for clients' financial goals. Led and own all client communications, manage issues, and drive.

San Francisco, California, US

• Awarded Pinnacle Club Member twice—exceeded sales goals by 150%.Awarded Market All-Stars three consecutive years—sales ranked in top 10%
• Catapulted business from ground-up to $180 million investment book, exceeded goals and consistently ranked in top25% of private bankers. Translated client vision and wealth goals into actionable investment strategies.
• Orchestrated integrated financial solutions executing in-depth product, market, and financial knowledge to optimizeclients' investments, capitalize on market fluctuations, and position Wells Fargo as "go-to" company.
• Conducted personal investment reviews and regular value-added engagement with high-net-worth clients to establish any changes in investment objectives, personal assets, and risk preferences.
• Led client acquisition efforts by proactively sourcing leads, leveraging referrals, and expanding high-value customer relationships, maximizing sales, and service opportunities.
• Nominated as Peer Mentor for ability to coach and steer associates in strategies that propelled business forward.

Charlotte, North Carolina, US

• Awarded President's Club—top 10% for revenue and service results across New Jersey.Drove business growth—added $10 million in revenues.
• Directed sales activities and business development, met operational objectives and ensured branch achieved annualgoals.
• Oversaw staff of 12 talented and client-driven associates.
• Spearheaded client-focused revenue plan, solidifying 10% business growth in short-turnaround.
• Conceived and implemented performance feedback initiative with resultant 100% improvement in referrals acrossloans and deposits products and financial services. Propelled customer service ratings.
• Acknowledged for exceptional business and staff leadership and selected as Action Planning Advocate/Coach for Central Jersey region.

Bachelor'S Degree (Cum Laude), Political Science

Master'S Degree, Political Science

High School