David-Louis Browne, Aif®, Ppc® Email & Phone Number

Tampa, FL, US

Raleigh, NC, US

• Provide an important client-facing role delivering plan reviews and other presentations in-person in partnership with the Senior Financial Advisors.
• Be aware and informed of client needs and provide proactive service to clients.
• Serve as liaison for the Senior Financial Advisors with all other departments and maintain rapport to ensure high levels of communication, professionalism, and working team environment.
• Provide market overviews, investment performance, and plan/provider topical items for client meetings and as requested by clients and the Senior Advisors.
• Compile reports, presentations, and spreadsheets for clients and advisors that are customized in nature.
• Assist with marketing efforts to create future opportunities.

St Petersburg, Florida, US

• Oversee all aspects of varsity baseball program, including player development, strategic game planning, and team management, recruitment, fostering a culture of discipline and teamwork to achieve collective goals.
• Implemented comprehensive training programs focused on skill refinement, fitness conditioning, and mental preparation, resulting in notable improvements in individual and team performance throughout the season.
• Led effective communication with players, coaching staff, parents, and school administration to ensure alignment on program objectives, scheduling, and player well-being, maintaining a positive and supportive.

Plano, Texas, US

• Work with Plan Sponsors (C-Level Executives) and Plan Administrators by serving as their primary contact.
• Help oversee the navigation of the retirement plan conversion process from start to finish.
• Present to groups of Plan Participants, and educate them on their 401(k) Plan offerings while guiding them to saving for retirement.
• Conduct annual plan performance reviews on design enhancements, including ways to improve plan participation and increase employee contributions.
• Be the liaison to each plan’s record-keeper and third-party administrator.
• Prepare for regulatory audits and ensure client servicing guidelines are met.

Chesterbrook, Pennsylvania, US

• Manage a book of over 100 corporate retirement plan accounts, while building and maintaining relationships with plan trustees, investment committees, recordkeepers, and external vendors.
• Conduct annual retirement plan reviews with plan trustees/decision makers, review investment performance, plan costs relative to the market, plan participation and compliance testing, as well as identify opportunities.
• Provide individual consultations/investment reviews and employee meetings for plan enrollment, financial education and market updates.
• Generate quarterly investment monitoring reports, review plan lineups and make recommendations that align with the Investment Policy Statement developed and implemented for each plan.

Chesterbrook, Pennsylvania, US

• Assisted Senior Retirement Advisor with trustee meeting preparation, investment monitoring, conducting individual consultations and employee meetings, as well as proactively engaging with clients to maintain a high.
• Participated in business development activities including daily phone calls, attending monthly networking events, and assisting in the preparation of plan proposals and sales presentations.
• Supported the Lead Financial Advisor in financial analysis, client services, and product research while utilizing E-Money platforms and learning the technical aspects of personal financial planning.Securities offered.

Valley Forge, PA, US

Providing a world class experience for all investors, while working alongside clients to set them up for financial safety and success.

King Of Prussia, Pennsylvania, US

As an active contributor to a boutique wealth management team, I developed and implemented a program that aligned LinkedIn Sales Navigator with a proprietary wealth education tool. To further my financial literacy, I actively participated in in-depth training sessions that were focused on financial planning concepts and an E-Money planning platform (Living.

Master Of Business Administration - Mba

Bachelor’S Of Science, Business Administration