Financial Advisor, Truist Investment Services, Miami, FL

Provide distinctive, personalized investment advice by sourcing and deepening client relationships. Deliver tailored investment solutions aligned to clients’ goals, risk tolerance, and best interests, using a consultative sales process to review investment plans regularly. Build and maintain profitable securities and insurance sales through external networking and internal referrals, lead client relationship strategies, run educational seminars, and ensure accurate transaction recording and regulatory compliance through FINRA and other requirements.