TERRANCE J CROCKER

*** ** ****** **.

Port St. Lucie, FL 34983

561-***-****

terrancecrocker,att.net

EXPERIENCE

Nov. 2014-Present INDEPENDENT FINANCIAL ADVISOR, Palm Beach County, FL

President/Owner

* Provided sound financial advice to affluent clients throughout Palm Beach County

through a strong conceptual and consultative approach

* Delivered specific recommendations unique to each client and brought in the right experts

to help achieve objectives

* Facilitated top-quality client seminars that lead to client acquisition

May 2014-11/30/14 ALLSTATE FINANCIAL, Southern Region

Customer Solutions Consultant

* Provide assistance to Allstate Financial Advisors when working with affluent clients

* Responsible for development of financial sales in 6 states

* Trained new as well as experienced Financial Advisors in proper client financial review

Oct 2013-May 2014 INDEPENDENT FINANCIAL ADVISOR, Palm Beach County, FL

President/Owner

* Provided sound financial advice to affluent clients throughout Palm ^each County

through a strong conceptual and consultative approach

* Delivered specific recommendations unique to each client and brought in the right experts

to help achieve objectives

* Facilitated top-quality client seminars thai lead tu client acquisition

Oct 2011-Oct 2013 BANK OF AMERICA/MERRILL LYNCH, Palm Beach County, FL

Vice Pres., Business Banker/Financial Advisor

* Dual Employee charged with driving all investment revenue within Banking Centers by

conducting individual client meetings and seminars

* Responsible for developing relationships with local businesses by facilitating credit needs

through cash flow analysis

Sept 2010-Oct 2011 TD AMERITRADE, Palm Beach, FL

Bank Investment Consultant

* Newly created position. 1 of 2 Consultants in Florida responsible for increasing

investment sales within TD Bank Stores by facilitating Bank Store Employee training,

coaching and client interactions

Jan.-Sept 2010 BB&T INVESTMENT SERVICES, Palm Beach County, FL

Investment Counselor

* Responsibilities included escalating investment sales within BB&T Bank branches

* Conducted Bank Branch trainings and successful client seminars

Jan 2008-Jan 2010 LINCOLN FINANCIAL GROUP, Central and South Florida

Regional Marketing Director, Vice Pres. (Wholesaler)

* Responsible for wholesaling and increasing Retirement, Variable, Fixed and Fixed

Indexed Annuities

* Facilitated successful trainings and client seminars

1999-2008 WACHOVIA RETIREMENT & INVESTMENTS GROUP, Central and South Florida

Vice Pres., Retirement Consultant (Wholesaler)

* Responsible for increasing annuity, retirement mutual fund and IRA product sales

through Wachovia Brokerage and Bank Channel throughout Florida

* Superior conceptual and consultative approach

* Created and facilitated advanced level sales training

* Coached one on one, beginning, intermediate and advanced sales techniques for Advisors

and Bank personnel

* Facilitated successful client seminars

1997-1999 PROFESSIONAL PLANNERS MARKETING GROUP

Annuity Specialist/Limited Principal (IMO Wholesaler)

* Working with Independent Agents, responsibilities included security transaction

compliance and supervision of mutual fund/annuity sales department, building over $25

Million per month in annuity sales

* Increased personal annuity production to $1.5 million per month

LINCENSES/PROFESSIONAL DESIGNATIONS/EDUCATION/COMMUNITY ACTIVITIES

Series 7, 26, 66. Life/Health/Variable Annuity

Western Michigan University/Business Administration

Board of Directors "Win for the Kids" Charity and "Race for the Cure" participant/team member

Graduate of The Fusion Group/Business and Professional Speaking

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