• Led financial advisor teams to deliver exceptional client experiences through strategic financial planning.• Collaborated with Wealth Management groups to shape client strategies with relevant recommendations.• Stayed current on financial planning topics and mentored team members to enhance efficiency.

• Spearheaded the development of financial plans and provided planning support to high net-worth Financial Advisors.• Educated colleagues on correct plan design and parameters to identify planning opportunities.• Successfully converted new financial planning software delivered to advisors firm-wide.• Provided expertise on financial planning software and topics as an internal consultant and SME.

Executed financial planning services for employees and executives of client organizations. Analyzed client financial data, set goals, and developed forecasts and implementation plans. Developed comprehensive financial plans for clients across retirement planning, asset allocation, education funding, estate planning, and debt/cash flow management; wide-ranging custom planning strategies implemented across these areas as well as pension and asset distribution, life insurance, estate preservation, tax hedging, and portfolio allocation. Served 100+ clients with portfolios to $15M, consistently exceeding standards of client satisfaction measurement.• Directly assigned clients of the highest complexity and net worth. Selected to provide financial consulting and planning services to firm Partners.• Acted as Income Tax Specialist for dedicated tax desk for Smith Barney advisors. Conducted research and answered questions about diverse and complex tax issues.• Named Team Lead Planner responsible for coordinating 3 teams of 20 planners assigned to specific clients. Served as engagement specialist and firm liaison; facilitated intra-team communications.• Recognized for Outstanding Production of Financial Plans as Team Lead in 2009.• Provided technical assistance throughout editing of the Ernst & Young Tax Guide.

Independent financial advisor servicing 18-branch community bank and other clients; cultivated and established effective referral system for bank providing constant supply of prospects and new clients. Enhanced customer relations, working closely with staff to improve communications and interaction. Conducted information seminars and presentations covering topics including investments, life, long-term care insurance, and disability insurance.