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Financial Services Executive with broad experience in New Business Development for Wealth Management, Retirement Planning, and Fiduciary Services. Ethical and trust worthy leader with a collaborative work style and ability to communicate clearly and consistently. A loyal and dependable business partner who advises in the context of the relationship. A trusted financial advisor with a passion for client education as the foundation for investment decisions. A big picture, strategic leader who is disciplined about capturing details. donaldjhorton (@) att.netSpecialties: Training/Coaching/Mentoring, New Business Development, Wealth Management, Wealth Strategy, Relationship Management, Developing and Executing Strategy, Clear Communication/Expert Presenter, Identifying and Sourcing Needs, Analyzing and Solving Problems, Delivering Quantifiable Results, Defined Benefit, Defined Contribution, 401(k), 403(b), Retirement Plan Distribution Strategies, Manager Due Diligence, Investment Management, Asset Allocation, Trust Services, Estate and Financial Planning
Horton Financial Strategies, Ria
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Principal And ConsultantHorton Financial Strategies, Ria Mar 2014 - PresentRoswell, GeorgiaInvestment Advisor Representative. Fee only financial planning and investment advice. Unaffiliated with a bank, brokerage firm, or insurance company. Providing objective investment advice.
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Roswell City Council Post 3City Of Roswell, Georgia Nov 2015 - Aug 2017Roswell, GeorgiaCity government -
Contract TrainerMorgan Stanley Wealth Management Jan 2011 - Mar 2014Greater Atlanta AreaTechnology training - Morgan Stanley wealth advisors, client service associates, operations and compliance managersTraining on trading platforms, performance reporting and analytical tools, systems integration, client relationship management tools, advisory product offeringsClassroom presentations and one-on-one coaching -
Wealth StrategistSolutions For Seniors Mar 2006 - Jan 2011Solutions for Seniors® is an organization dedicated to providing a caring compassionate consulting service for Seniors and their families as they work through the issues of aging and evaluate the available options.Solutions for Seniors® works independently of any home health care agency, assisted living community or long term health care facility. We will provide the objectivity needed to help the family make the appropriate choices.
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Vice President, Sr. Client Manager, Foundations & Endowments Specialty PracticeSuntrust Bank Jan 2008 - May 2009Primary point of contact for institutional client relationships representing more than $1.5 billion in assets under management. Developed relationships through frequent meetings and probing for concerns. Coordinated presentations, appropriate resources, and service delivery. • Developed new business opportunities of more than $95 million in new assets.• Increased client Reg. 9 compliance from 82% to 100% resulting in $457,000 fees retained. -
Regional Vice President Investment Management And Fiduciary ServicesTiaa-Cref Trust Company, Fsb Aug 2000 - Feb 2006Developed new business opportunities from high net worth individuals for Private Asset Management in the Southern Region. Trained, coached, and mentored advisor network.• Increased personal net new business 340% over five-year period by developing referral relationships with 16 wealth management advisors, 50 phone center representatives, and 30 regional office retirement services consultants.• Increased new business leads by 25% through implementing a sales strategy for the Southern Region that included sales seminars.• Maximized client interaction opportunities while delivering consistent corporate message by developing and implementing a company wide sales seminar for 12 investment and fiduciary services consultants. • Improved client retention rate from 90% to 99% with over $160,000,000 under management by educating clients on return expectations for various asset allocations and appropriate income distribution strategies..
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Senior Consulting OfficerTiaa-Cref Nov 1988 - Aug 2000Promoted TIAA-CREF investments and retirement services to colleges, universities and other non-profit education and research institutions.• Reduced regional office technology costs by over $1,900,000 in the first year of implementation by initiating a field consultant technology needs analysis, selecting and managing project team, developing business requirements, completing hardware evaluations, recommending purchasing guidelines.• Managed a cross-functional project team that designed, developed and implemented a comprehensive financial education seminar series and coordinated the related training curriculum. Rolled out ahead of schedule and 45% under budget.• Reduced costs of field office presentations by over $70,000 annually through proactive leadership and introducing innovative technology solutions.• Reduced costs and reliance on multiple software systems while improving consultant efficiency by initiating an examination of regional office software needs. Assembled project team, developed business requirements and design elements.
Don Horton Skills
Don Horton Education Details
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Music/Orchestral Conducting -
Music Performance
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Sturgis High SchoolCollege Preparatory
Frequently Asked Questions about Don Horton
What company does Don Horton work for?
Don Horton works for Horton Financial Strategies, Ria
What is Don Horton's role at the current company?
Don Horton's current role is Principal and Consultant at Horton Financial Strategies, RIA.
What is Don Horton's email address?
Don Horton's email address is do****@****att.net
What is Don Horton's direct phone number?
Don Horton's direct phone number is +140440*****
What schools did Don Horton attend?
Don Horton attended University Of Michigan, University Of Michigan, Western Michigan University, Sturgis High School.
What are some of Don Horton's interests?
Don Horton has interest in Classical Music, Children, Gardening, Politics, Education, Opera, Ballet, Gourmet Cooking, Photography, Arts And Culture.
What skills is Don Horton known for?
Don Horton has skills like Financial Services, Investments, Wealth Management, Strategy, Asset Allocation, Management, Leadership, Retirement Planning, Finance, Investment Management, Financial Advisory, Retirement.
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