Experienced and driven Financial Advisor with over 12 years of experience providing clients with optimal assistance with retirement planning, estate planning, investment advice, tax strategies, and overall support managing their finances. • Discovered undervalued investments and identified long term sustainable growth.• Brought forth the ability to establish longterm client relationships.• Relied on personal drive and leadership skills to meet goals.• Brought forth exemplary communication skills.• Brought forth the ability to think critically with sound jusgment.• Fostered successful relationships with a large number of clients, providing them with top of the line financial advisement.• Aimed to meet the needs of longterm individual investors.• Effectively sourced business prospects.• Complies with all regulatory requirementsProven track record of competitive market share expansion and assisting corporations in reaching goals. Driven and detail-oriented with the ability to thrive in high pressure environments. Adept at developing key relationships and furthering business development.