Ted H. Email and Phone Number

• Managed high net worth relationships, communicated portfolio strategies and goal-based planning on a quarterly basis, and provided clients with discipline during market volatility• Onboarded new clients, completed and delivered financial plans, and ensured that client goals, needs and preferences were well understood during portfolio development process• Maintained deep level of understanding of global markets, portfolio rationale and economic climate and synthesized for succinct delivery to clients

• Developed and managed book of 500+ high net worth households during my tenure in the role while being recognized as a top producer in the branch and in the surrounding region• Provided ongoing, comprehensive retirement, investment and income planning services for covered clients, while also outlining and developing potential high-level estate and tax planning strategies to coincide• Presented thematic client seminars throughout the year, covering complex estate, tax, and retirement planning concepts

• Provided financial advice surrounding client investment, retirement and income planning needs• Supported client-base with less than $250k in investable assets in a transactional relationship model with sales objectives