Michael Edelman

Michael Edelman Email and Phone Number

Investment Adviser Representative at Baron Silver Stevens Financial Advisors, LLC @ Baron Silver Stevens Financial Advisors, LLC
boca raton, florida, united states
Michael Edelman's Location
Naples, Florida, United States, United States
Michael Edelman's Contact Details

Michael Edelman work email

Michael Edelman personal email

n/a
About Michael Edelman

My true passion is to help people make more educated decisions with their investments, so that they can have a more enjoyable and stress free retirement.

Michael Edelman's Current Company Details
Baron Silver Stevens Financial Advisors, LLC

Baron Silver Stevens Financial Advisors, Llc

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Investment Adviser Representative at Baron Silver Stevens Financial Advisors, LLC
boca raton, florida, united states
Website:
bssfa.com
Employees:
5
Michael Edelman Work Experience Details
  • Baron Silver Stevens Financial Advisors, Llc
    Investment Adviser Representative
    Baron Silver Stevens Financial Advisors, Llc Jul 2019 - Present
    Boca Raton, Florida
  • Fidelity Investments
    Financial Consultant
    Fidelity Investments Jun 2018 - Jul 2019
    Naples, Florida
  • Fidelity Investments
    Investment Consultant
    Fidelity Investments 2015 - Jun 2018
    Boca Raton, Florida
  • John Hancock Life Insurance Company (U.S.A.)
    Sr. Sales Associate
    John Hancock Life Insurance Company (U.S.A.) 2006 - 2015
    Fort Lauderdale, Fl
    Supported Regional Director in sales, marketing, and case design Collaborated with agents and brokers to design and implement sales strategies• Fort Lauderdale branch was consistently ranked #1 in the nation • National branch record of $78 million target premium in one year• Expert in illustration software and case design • Lead, trained, and mentored support staff• Supported agents to endorse John Hancock’s diverse product line• Educated agencies through on-site visits, webinars, and seminars• Guest speaker on various topics, sales ideas and advanced concept designs• Developed and sustained long term relationships with agencies
  • Sig Securities, Llc
    Financial Planning Professional
    Sig Securities, Llc 2003 - 2006
    Fort Lauderdale, Florida
    Product knowledge specialist, advised top insurance and investment professionals • Created investment solutions to high net worth clients• Presented seminars on asset protection to physicians• Networked to develop business amongst accountants and attorneys• Generated and completed performance reports and annual reviews for clients• Facilitated insurance underwriting process which resulted in 20% more cases issued• Formulated recommendations for qualified plans, business overhead expense, and disability insurance
  • Unisyn Inc., An Nfp Company
    Vice President, Money Management Division
    Unisyn Inc., An Nfp Company 1992 - 2003
    Plantation, Florida
    Developed and maintained Money Management Division • Managed $100+ million in assets• Increased and exceeded sales quotas by 25% per year • Collaborated with agents and provided expertise on mutual funds, annuities, and life insurance • Created and implemented sales and marketing strategies• Supported and maintained long term relationships with clients

Michael Edelman Skills

Retirement Planning Mutual Funds Annuity Sales Life Insurance Series 63 Series 7 Series 6 Securities Financial Planning Wealth Management Fixed Annuities Insurance 401k Term Life Insurance Finra

Michael Edelman Education Details

Frequently Asked Questions about Michael Edelman

What company does Michael Edelman work for?

Michael Edelman works for Baron Silver Stevens Financial Advisors, Llc

What is Michael Edelman's role at the current company?

Michael Edelman's current role is Investment Adviser Representative at Baron Silver Stevens Financial Advisors, LLC.

What is Michael Edelman's email address?

Michael Edelman's email address is mi****@****ity.com

What schools did Michael Edelman attend?

Michael Edelman attended University Of Southern California.

What skills is Michael Edelman known for?

Michael Edelman has skills like Retirement Planning, Mutual Funds, Annuity Sales, Life Insurance, Series 63, Series 7, Series 6, Securities, Financial Planning, Wealth Management, Fixed Annuities, Insurance.

Who are Michael Edelman's colleagues?

Michael Edelman's colleagues are Hector Silvestre.

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