- Responsible for recruiting and hiring in the Southwest Florida Coastal, Ft. Lauderdale, and Miami Merrill Lynch Wealth Management Markets for the Advisor Development Program- Leads a team of Financial Advisors covering Southwest Florida, Miami, and Ft Lauderdale and provides 1:1 coaching with a focus on prospecting, investment management, financial planning for high net worth clients

- Led multiple teams of Financial Solutions Advisors within Tampa Bay, Bradenton, and Lakeland- Developed strategies and provided 1:1 coaching to financial advisors to achieve sales goals on monthly, quarterly, and yearly basis with a focus on increasing Bank of America Merrill wallet share in our communities by integrating retail banking, business banking, and lending strategies into our financial planning conversations with clients

- Provided end to end financial guidance to clients that included cash management solutions, investment management, financial planning needs, and lending needs. - Served as peer coach/sales coach focused on growing Merrill Edge AUM and Bank of America community wallet share

- Established effective strategies for prospecting new clients, networking, assessing client need while working with the Private Banking and Investment Group serving Ultra High Net Worth clients at Merrill- Successfully graduated Merrill Lynch's Practice Management Development Program (PMD) while meeting strategic growth hurdles set by the firm - Worked 1:1 with clients to build fully customized financial plans that address their most important financial goals while providing a full service experience providing Bank of America and Merrill services