Financial Advisor, Truist Investment Services, Greenwich, CT

Actively source, grow, and retain client relationships by delivering personalized investment advice aligned to clients’ goals, risk tolerance, and best interests. Set the strategic direction of the Financial Advisor team to increase assets under management, sales, and service. Manage ongoing investment plan reviews, drive profitable securities and insurance sales through networking and referrals, and ensure accurate transaction recording and regulatory compliance. Conduct client/prospect educational seminars.