Cecelia Henry Email & Phone Number

St Louis, Missouri, United States

Day to day oversight for 30-40 assigned clients with over $20 million in assets. Developed relationships with assigned clients and routinely followed up with them to provide high client satisfaction.Ensured client satisfaction via handling complex issues in professional and timely manner.Facilitated the financial planning process in a supporting role including identifying goals, data gathering and analysis, preparing recommendations, and working with clients to implement and monitor financial plans.Coordinated with client’s CPAs during tax season and estate planning and estate administrators when requested.

St Charles, Missouri, United States

Drafted and proofread documents including pleadings regarding estate administration along with other estate planning documents such as trusts, wills, deeds, and durable powers of attorney documents. Reviewed, analyzed, and organized financial documents necessary towards designing client’s individual estate plans. Provided accountings to the court for yearly review of guardianships and conservatorships.

St Louis, Missouri, United States

Drafted documents related to pleadings, discovery requests, and coordinated document production for trial preparation. Conducted legal research using Westlaw to identify relevant case law.Maintained filing systems for over 30 individual clients.

Facilitated the financial planning process in a supporting role including identifying goals, data gathering and analysis, preparing recommendations, and working with clients to implement and monitor financial plans.Trained and onboarded three new hires.Trained in compliance, marketing, payroll, and operations management for a team of three advisors.Obtained Series 7, Series 66, and Missouri Life and Health Insurance certificates

Juris Doctor - Jd

Bachelor Of Science - Bs, Economics, Finance