Financial Planner, Investment Analyst
Creatore Wealth Management Group
Provided asset management for individuals, businesses and institutions.Registered Principal, Branch Manager• Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.• Prepare and interpret for clients information such as investment performance reports, financial documentsummaries, and income projections.• Recommend strategies clients can use to achieve their financial goals and objectives, including specificrecommendations in such areas as cash management, insurance coverage, and investment planning.• Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning,and the evaluation of severance packages.• Meet with clients' other advisers, including attorneys, accountants, trust officers, and investment bankers, tofully understand clients' financial goals and circumstances.• Advise and implement financial strategies such as stocks, bonds, mutual funds, and insurance.