Sales Insurance

Gregory S. Courter, CFP

**** **** ***** **., #*** . Lakewood Ranch, FL 34202

941-***-**** . ***********@*******.***

Objective: Business Development position

Summary of Qualifications:

. Over twenty years experience managing high net worth

client relationships concerning financial issues ranging

from investment allocation and performance monitoring to

estate planning and insurance recommendations.

. Certified Financial Planner TM practitioner

Chartered Life Underwriter (CLU) designee

. Accomplished at establishing and maintaining trusting

relationships with clients, colleagues and professional

peers including estate attorneys and CPAs.

Selected Accomplishments:

. Achieved 120% of annual sales objective as Wealth

Strategist for Private Wealth teams in Manatee, Sarasota

and Charlotte counties.

. Led local Morgan Stanley branch office as Branch Insurance

Coordinator to win national sales recognition award as the

highest insurance producing branch in the country.

. Received national recognition awards for mutual fund and

insurance sales production with Morgan Stanley.

. Served as financial quarterback for Private Wealth teams

in Southwest Florida, generating client referrals from

internal partners and external centers of influence.

. Designed and implemented comprehensive financial plans for

high net worth clients, achieving top revenue among

financial planners in Florida for BB&T Wealth Management.

. Experienced public speaker, presenting estate planning and

investment topics to high net worth audiences.

Professional Experience:

SunTrust Bank Wealth Strategist Sarasota, FL

2007-2008

Penzell Financial Financial Planner Venice, FL

2006-2007

BB&T Financial Planning Specialist Orlando, FL

2005-2006

RBC Centura Bank Private Banker Sarasota, FL

2004

Northwestern Mutual Financial Representative Sarasota, FL

2002-2004

Bank of America Investment Consultant Sarasota, FL

2000-2002

Merrill Lynch Financial Consultant Sarasota, FL

1998-2000

Morgan Stanley Financial Advisor Sarasota, FL

1990-1998

Charleston, WV 1986-

1990

Education:

West Virginia State College - Banking & Finance

Contact this candidate