Reba Davis, Cfp Email & Phone Number

Responsible for developing effective and efficient wealth management processes and resources for a consistent high-level client experience across the firm. Coordinate internal subject matter experts, client deliverables, and related processes. Provide strategic input on internal training programs. Implement and maintain learning management system for employee training upon onboarding and promotions. Implement and coordinate maintenance of Sharepoint intranet site. Plan and implement special projects.

Fort Wayne, Indiana

Responsible for client meeting preparation and follow-up, analysis and research, client communications, and on-going financial planning projects for high net worth clients, primarily corporate executives and retirees. Manage workflow and assignments for team members. Manage continuous improvement projects such as software conversions/implementations and process analysis - Tamarac Reporting/Trading (portfolio management and trading), Tamarac CRM (client relationship management), Worldox (document management), MoneyGuide Elite (financial planning projections). Develop, build, and maintain workflows/processes in Tamarac CRM to standardize and systematize the financial planning analysis/review process and investment management activities across the firm. Initiated projects to streamline quarterly reporting, RMD tracking, client cash requests, topical financial planning reviews, and various other continuous improvement projects.

Fort Wayne, Indiana, United States

Fort Wayne, Indiana

Gathered, input, and analyzed client information throughout the financial planning process for clients. Attended client meetings and prepared summaries to document conversations and perform any further actions that needed to be taken.Researched and implemented Junxure software to improve office efficiency and effectiveness in managing client relationships and office workflow. Initiated and completed estate planning project to review and update all client retirement account beneficiary designations for the appropriateness of per stirpes distribution.

Knoxville, Tennessee

Met with current and prospective clients regarding investment and financial planning matters. Prepared quarterly investment reports for existing clients. Scheduled transactions for client brokerage accounts.Researched and implemented a process to automate trading.