Thomas Bengtson, Cfp®, Cepa Email and Phone Number
As a dedicated Relationship Strategist, I lead a team of seasoned advisors committed to orchestrating all crucial facets of your financial life. Employing a dynamic discovery process, I specialize in fostering a comprehensive understanding of your needs and priorities. My primary focus is on aiding you and your family in successfully achieving your goals and aspirations.Above all, I prioritize cultivating meaningful relationships with you and your family. While a strong and knowledgeable advisory team is indispensable, I firmly believe that the client experience thrives on trust, consistent communication, and synergy. My team employs a relationship/goals-based approach, dedicated to delivering an exceptional client experience for you and your family.Holding the prestigious Certified Financial Planner™ (CFP®) designation, I offer a level of technical expertise that represents the highest standard of integrity in the financial planning profession. This ensures that you can trust me with your most critical financial decisions.Furthermore, I am a Certified Exit Planning Advisor (CEPA), uniquely positioned to assist business owners in building more valuable companies, fortifying personal financial plans, and aligning their goals through the Exit Planning process.If you're seeking a dedicated professional in your corner, I invite you to reach out—I'm passionate about providing the assistance you need!Beyond my role as a Relationship Strategist, I actively contribute to various Employee Resource Groups, including the Multicultural Employee Resource Group, African American Employee Resource Group, and serve as a Woman's Business Advocate for Woman's Business Development. Additionally, I contribute to the community as a member of the Advisory Board for the First Tee of Central Florida, leading the Teen Advisor Board focused on junior talent enhancement, development, and achievement. I'm also an engaged member of the Young Association for Corporate Growth in Orlando. Residing in the Oviedo area, I find joy in working out, playing baseball, golf, tennis, and spending quality time with my golden retriever Max.
Lakeshore Advisors
View- Website:
- lakeshore-advisors.com
- Employees:
- 3
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Senior Wealth AdvisorLakeshore AdvisorsCharlotte, Nc, Us
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Avp, Relationship Strategist - Pnc Private BankPnc Aug 2022 - PresentOrlando, Florida, United States• Coordinate a team of experienced advisors to ensure that all the important aspects of our client’s financial life are thoughtfully orchestrated• Build and maintain a thorough understanding of our client’s needs and priorities• Create meaningful connections through a relationship/goals-based approach, aimed to provide an exceptional client experience -
Senior Analyst - Pnc Private BankPnc Aug 2020 - Aug 2022Orlando, Florida, United States• Implemented a new internal COI strategy between Wealth and Corporate teams nationwide, resulting in the creation of 7 new opportunities for the Florida market.• Created investment portfolios, models, and strategies for advisors across Florida, contributing to the successful management of client assets.• Developed and deepened relationships with new and existing clients, engaged in meetings, evaluated their goals, and produced follow-up reports, proposals, and action items.• Revitalized the internal development program for analysts, providing updated guides and training for 73 new hires.• Managed the internal command center for merger with BBVA, aided in the acclimation of hundreds of new advisors, and coordinated efforts to support 1,200 employees.• Applied knowledge of the Private Banking suite and products to deliver financial solutions, optimizing client needs.• Shadowed all advisors for two years to gain a comprehensive understanding of each role within the Private Banking team, fostering a holistic approach to client service.
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Business Support AnalystPnc Apr 2020 - Aug 2020Concord, Nh, United States• Played a key role in the Business Banking Division, processing over 1,000 SBA PPP loans during the COVID-19 pandemic.• Managed the pipeline of PPP loan applications, collaborating with the management team to meet key metric and Service Leven Agreements• Worked directly with 92 clients to streamline loan processes, ensuring accuracy for repayment.
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Asset Management InternPnc May 2019 - Apr 2020Fort Lauderdale, Florida• Implemented a new strategy for PNC’s Wealth Continuum and their onboarding process for the mass affluent in the Florida market.• Introduced internal training for their retail system that enhanced communication and effectiveness between each line of business within the bank.• Presented strategies to senior leaders to increase transparency with clients, contributing to a more informed and engaging client experience. • Recognized as the top performer in a challenging 15 min role play conducted by six senior leaders throughout the Southern region, showcasing exceptional skills in client advisory scenarios.• Studied the collaborative team approach within the Asset Management Group, gaining insights into each team member’s role.
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TreasurerPhi Beta Sigma Fraternity, Inc. Apr 2018 - Aug 2019Greater Atlanta Area• Developed a new budget submission system for event planning to improve money management• Produced treasurer reports that document the income and expenses for the chapter account -
Career Peer AdvisorGeorgia Institute Of Technology Aug 2017 - Aug 2019Greater Atlanta Area• Advised and mentored students entering the workplace by helping them with resume and cover letter creation, interview tips, and sharing work experiences. -
Peer LeaderGeorgia Institute Of Technology Jul 2016 - May 2019Atlanta, Ga 30332• Worked to develop strong peer-to-peer relationships with residents to help alleviate the stress of the college transition• Lived with 42 first-year students and helped connect them with the campus resources available, enforced housing policies, developed a community environment within residence halls, facilitated the transition to college and ensured safety• Implemented conflict and mediation procedures to resolve disagreements between residents.
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Financial Advisor InternNorthwestern Mutual Jan 2018 - Sep 2018Manchester, New Hampshire• Acquired comprehensive insights into the financial advisory process within Northwestern Mutual, playing a pivotal role in prospecting potential clients and developing essential skills for engagement.• Brought on board 11 new clients by leveraging both internal and external leads.• Collaborated with three senior advisors, helped manage a portfolio of 76 clients, and actively participated in client account review and compliance checks. -
Innovation & Process Improvement Co-OpGeorgia Manufacturing Extension Partnership (Gamep) At Georgia Tech Jan 2017 - Dec 2017Atlanta, Ga• Designed several Value Stream Mappings and plant layouts with experienced engineers for manufacturers across Georgia, saving the 6 companies over $100,000 in reduced operating costs• Conducted timesheet and product analysis at DiversiTech which improved their pricing system and created over $15,500 in new sales within the year• Created an interactive learning component for the 50001 Ready Navigator with Articulate for the U.S. Department of Energy (D.O.E) by gathering appropriate information from the GaMEP Energy & Sustainability team• Improved project management skills while also gained experience in course material design
Thomas Bengtson, Cfp®, Cepa Education Details
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Finance And Financial Management Services -
Exit Planning InstituteCertified Exit Planning Advisor
Frequently Asked Questions about Thomas Bengtson, Cfp®, Cepa
What company does Thomas Bengtson, Cfp®, Cepa work for?
Thomas Bengtson, Cfp®, Cepa works for Lakeshore Advisors
What is Thomas Bengtson, Cfp®, Cepa's role at the current company?
Thomas Bengtson, Cfp®, Cepa's current role is Senior Wealth Advisor.
What schools did Thomas Bengtson, Cfp®, Cepa attend?
Thomas Bengtson, Cfp®, Cepa attended Georgia Institute Of Technology, College For Financial Planning, Exit Planning Institute.
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