Kelly Davis
Meridian
Summary
Results-driven financial advisor with expertise in investment strategies and client relationship management. Committed to developing customized financial portfolios that align with individual goals and providing comprehensive financial education.
Overview
27
27
years of professional experience
Work History
Senior Financial Advisor
UBS Financial Services
Boise
01.2009 - 01.2016
- Advised clients on investment strategies and financial planning solutions.
- Developed customized financial portfolios to meet client needs and goals.
- Conducted market research to identify investment opportunities and trends.
- Managed client relationships through regular communication and follow-ups.
- Collaborated with team members to enhance service delivery and client satisfaction.
- Reviewed and analyzed financial statements to provide informed recommendations.
- Educated clients on financial products, services, and market dynamics.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Devised business plan and identified target customers.
- Promoted business to increase customer base and grow revenue.
- Hired and developed junior financial and support staff.
- Assisted in the development of marketing materials used for promotional purposes.
- Researched and evaluated potential investments such as stocks, bonds, mutual funds, annuities, options contracts, hedge funds.
- Prepared presentations for prospective investors containing detailed information about investment opportunities.
- Created customized portfolio reports for each client outlining current holdings and future projections of returns.
- Provided financial advice and guidance to clients regarding investments, retirement planning, taxes, insurance, estate planning, college savings plans, and other areas of personal finance.
- Educated clients on various types of investment vehicles available so they can make informed decisions when investing their money.
- Developed financial plans for clients based on their individual needs and long-term goals.
- Participated in seminars and conferences related to financial advising topics in order to stay up-to-date with industry standards.
- Built relationships with clients by offering personalized customer service in order to retain business and attract new clients.
- Monitored the performance of existing investments and made necessary adjustments as needed.
- Asked appropriate questions and conducted in-depth research to gain valuable and thorough understanding of every client's financial situation and future needs.
- Identified potential risks associated with certain investments and provided solutions or alternatives.
- Responded promptly to inquiries from customers via phone or email regarding their accounts or questions they may have had about the services offered by the firm.
- Collaborated with other professionals such as attorneys or CPAs in order to provide comprehensive service offerings for clients.
- Maintained records of all transactions performed on behalf of clients using specialized software programs.
- Analyzed market trends and recommended appropriate investment strategies to clients.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
- Provided ethical, objective and holistic financial planning advice to clients.
- Facilitated client meetings with comprehensive investment strategy planning.
- Grew assets under management through referrals and new business opportunities.
- Monitored clients' investment portfolios, providing timely rebalancing and adjustments as necessary.
- Identified new business opportunities through networking and referrals.
- Analyzed clients' insurance needs to recommend suitable life, health, and long-term care insurance products.
- Developed and maintained strong client relationships through exceptional service and communication.
Financial Advisor
Smith Barney
Boise
01.1989 - 01.2009
Education
Bachelor of Arts - Religion/History
Northwest Nazarene University
Nampa, ID05-1969
Skills
- Investment strategies
- Financial analysis
- Portfolio management
- Risk assessment
- Client relationship management
- Market research
- Compliance knowledge
- Financial regulations awareness
- Business development
- Customer service excellence
- Effective communication
- Problem solving
- Team collaboration
- Securities analysis
- Client needs
- Mutual funds understanding
- Retirement planning
- Tax planning
- Financial planning expertise
- Insurance planning
- Know your customer
- Estate planning
- Advising on investments
- Wealth management
- Education funds
- Retirement needs
- Managing wealth
- Proficient in [software]
- Client assessments
- Insurance decisions
- Investment advice
- Verbal and written communication
- Bonds and fixed income
- Planning for retirement
- Client service and support
- Financial planning
- Portfolio oversight
- Equity research
- Asset allocation
- Stock market expertise
- Mutual fund sales
Timeline
Senior Financial Advisor
UBS Financial Services
01.2009 - 01.2016
Financial Advisor
Smith Barney
01.1989 - 01.2009
Bachelor of Arts - Religion/History
Northwest Nazarene University