Maria Luoni Email & Phone Number

Charlotte, North Carolina, United States

Territory responsibilities include incoming calls and questions from the advisory teams in the field regarding asset management, income creation, and financial planning.Engaged in proactive wholesaling activities (outbound calls, director team calls, regional meetings, strategy calls, one-on-one’s) for managed accounts and lifetime income.Focused on providing education and guidance to best meet the advisors’ client’s needs through use of my developed product and financial planning… Show more Territory responsibilities include incoming calls and questions from the advisory teams in the field regarding asset management, income creation, and financial planning.Engaged in proactive wholesaling activities (outbound calls, director team calls, regional meetings, strategy calls, one-on-one’s) for managed accounts and lifetime income.Focused on providing education and guidance to best meet the advisors’ client’s needs through use of my developed product and financial planning skills. Show less

Charlotte, North Carolina

Generated and coached thousands of multiple advice & planning and analytical reports to over 500 Wealth Management advisors across the country to help advisors prepare for client meetings.Resulted in consolidation of over $60 Billion to managed accounts at TIAA.Engaged in lifetime income conversations with advisors to illustrate impact of annuity income onclient’s withdrawal strategies resulting in over $2 Billion for Lifetime Income in 2019 and 2020.Assisted in work streams and… Show more Generated and coached thousands of multiple advice & planning and analytical reports to over 500 Wealth Management advisors across the country to help advisors prepare for client meetings.Resulted in consolidation of over $60 Billion to managed accounts at TIAA.Engaged in lifetime income conversations with advisors to illustrate impact of annuity income onclient’s withdrawal strategies resulting in over $2 Billion for Lifetime Income in 2019 and 2020.Assisted in work streams and projects to help increase business efficiencies. Show less

Charlotte, Nc

Charlotte Area, North Carolina

Charlotte, North Carolina Area

Handled all types of fixed-income trades to high-net worth clients (treasuries, agencies, munis, corporates, mortgage-backed bonds) with access to 45,000 accounts with assets exceeding $6 billion in fixed-income.Developed and cultivated relationships with various security dealers to enhance level of service to external clients. Supported team goals by suggesting and implementing areas for workflow improvements.

Charlotte, North Carolina Area

Worked with new and existing clients to identify investment objectives and match their profiles to available products and services. Responsible for cultivating leads and strengthening the relationship with clients through quality service. Contributed to branch's achievement of sales objectives.

Charlotte, North Carolina Area

Handled business development and other marketing activities for $40 million private investment management firm. Developed company brochure, client satisfaction survey, and managed company's website.

Charlotte, North Carolina Area

Provided securities and brokerage financial services to individual and corporate investors. Had average of 100 calls per day and exceeded daily gross production. Involved in various projects and meetings to increase overall production for department. Produced average gross revenue of approximately $1,000,000 annually.

Charlotte, North Carolina Area

Provided account reviews, product updates, and profiled existing customers of mentor broker's book. Had access to 4500 accounts with total assets exceeding $100 million. Made 35 outbound calls on average daily and had 8-10 appointments weekly. Participated in sales related meetings with manager and mentor broker. Developed and maintained branch referral network through individual contacts and group meetings.

Charlotte, North Carolina Area

Assisted top producing personal investment counselors with investment trades. Provided operational support to clients regarding their accounts. Helped organize investment seminars.

Springfield, Virginia

Responsible for meeting sales goals for bank products, loans, and investments. Actively prospected new and existing customers to achieve promotional and telemarketing goals. Worked with branch staff and management to increase overall branch performance.