As a Lead Wealth Management Advisor at TIAA, I understand client’s unique financial objectives through one-on-one advice as well as leveraging our collaborative environment to deliver appropriate products and services. These products and services include Managed Accounts, Private Asset Management, Personal Trust Services, Retirement Plans, a family of no-load Mutual Funds, Life Insurance, IRAs, After-Tax Annuities, Brokerage Service and Education Savings plans.I have the opportunity to deliver a distinctive client experience that leverages our unique value proposition. Wealth Management Advisors serve as a primary relationship point of contact for a select set of affluent client relationships. Being a Lead Wealth Management Advisor, I also partner with Associate Wealth Management Advisors and Client Relationship Consultants, to further develop their product knowledge and learn fundamental practice management techniques.

As a Client Relationship Consultant, I worked as the primary sales and service support representative for 5 Wealth Management Advisors and our clients. I conducted proactive outreach in the form of outbound calls and written correspondence toward engaged and unengaged clients, resulting in indentifying new sales and asset growth opportunities while also solidifying asset retention. I was accountable for coordinating sales cycle management, including asset growth follow-through to ensure sales execution. Finally, I assisted clients with inquires, completing transactions, advice implementation and form completion.  Major contributor to an annual growth goal of $52 Million. Set client meeting with the Wealth Management Advisor. Practiced superior time management and organizational skills.

 Acting as an Individual Consultant I provided first-class retirement and financial counseling services and sales to participants of our Enhanced Administrative Services Institutions (EAS) on an inbound phone line, while communicating the details of TIAA-CREF retirement plans. Conversations varied from investment choices, retirement strategy, and financial issues to individual, institutional and prospective clients, while emphasizing on sales, service, customers, and retention objectives. Communicated the details of TIAA-CREF retirement plans, payment flexibilities, investment choices and overall retirement and financial issues to individual, institutional and prospective participants, while emphasizing on sales, service, customers, and retention objectives. Boston Medical Center’s Point Consultant

Wambolt & Associates is an independent, planning-based wealth management firm. We partner with you and your family to successfully transition from today to retirement, managing key milestones along the journey – financial planning, investment management, tax planning and more. We are fee-based Registered Investment Advisors (RIA), which means we have a fiduciary responsibility to our clients.