Paraplanner - Ameriprise Financial
(2026-03)
- Prepare financial plans, investment proposals, and client review materials for advisors.
- Analyze client data to identify planning opportunities and ensure accuracy in recommendations.
- Participate in client meetings and support delivery of a seamless planning experience.
- Assist with workflow management, case preparation, and follow-up to enhance client satisfaction.
Financial Advisor - NPC
(2025-12 - 2026-03)
- Provided personalized financial planning and investment guidance to a diverse client base.
- Conducted comprehensive financial reviews and developed tailored strategies to meet client goals.
- Strengthened client relationships through proactive communication and ongoing portfolio monitoring.
- Supported business development efforts through outreach, referrals, and community engagement.
Financial Advisor - Merrill Lynch - Pensacola
(2023 - 2025)
- Built a community-facing book of business through cold outreach, lead conversion, and retention strategies.
- Translated complex financial information into clear, actionable insights for clients.
- Designed multi-channel engagement strategies including campaigns, events, and in-person meetings.
- Navigated compliance and suitability standards while delivering personalized planning experiences.
- Partnered with leadership on marketing initiatives to increase visibility and retention.
Registered Wealth Management Client Associate - Merrill Lynch - Atlanta Buckhead
(2019 - 2023)
- Supported a Top 25 Wealth Management Team managing $3B+ in client assets.
- Oversaw client service operations, onboarding, maintenance, and high-net-worth relationship logistics.
- Coordinated large-scale client events and in-office hosting for ultra-affluent clientele.
- Trained and mentored new associates on service expectations, CRM systems, and firm culture.
- Delivered white-glove service with proactive and timely problem resolution.
Hospitality Roles - Various Restaurants - Western North Carolina
(2013 - 2019)
- Delivered high-level service under pressure while multitasking in fast-paced environments.
- Managed independent earnings and served as a team lead and trainer.
