Financial Advisor Marketing

Kerry D. Rogers

**** ****** ***** * ************ MO 63017 I 314-***-**** I ***********@***.***

Financial Advisor & Marketing

Accomplished career track and recognized as outstanding producer with essential skills in sales, organization and marketing. High powered drive never fails to expand sales base and attract new clients. Everything from financial planning and wealth management, portfolio management, trading and execution, create financial plans, meet and engage clients, billing, reporting and publishing company newsletter.

Strengths

• Creating new networks and building rapport

• Quick learner and embrace change, detail oriented

• Inspired by the future and enthusiastic about vision Professional Experience

Senior Financial Advisor, Clark Financial Services (2009- Present)

Added more new clients than any period in firm history

Created advertising and marketing strategies to attract new client relationships

Utilize industry software (MoneyGuidePro, Morningstar) as well as entire Microsoft Office suite

Organized move to new broker dealer

Director of Marketing & Financial Adviser, Rogers & Company Wealth Management (2007-2009)

Instrumental in firm achieving Chairman’s Council, awarded to top offices

Responsible for bringing in largest client in firm’s 30 year history

Created advertising and marketing strategies to attract new client relationships Account Vice President, UBS Financial Services (2004-2007)

Successful in increasing customer’s commitments and retention levels

Mentor to new advisors

Financial Advisor, Smith Barney (1998-2004)

Blue Chip Council in each of first three years of production

Accomplished inclusion in top 100 portfolio managers

Responsible for interviewing and mentoring new consultants

Achieved “Private Wealth Manager”, awarded to less than 5% of advisors Senior Underwriter, National General Insurance Company (GMAC) (1992-1998)

Responsible for Midwest region in establishing and maintaining risk parameters for all business

Maintain correspondence with existing clients

Negotiated with marketing department to determine what associations would complement existing portfolio of clients

Kerry D. Rogers

1586 Foxham Drive I Chesterfield MO 63017 I 314-***-**** I ***********@***.*** Education

Washburn University, Topeka, KS

Bachelor of Arts of Political Science, minor Finance and Accounting Credentials

Series 7, 63 and 65, Life Insurance license

Groups and Associations (past and present)

• Stan Musial Gala for Covenant House of Missouri

• Joshua Chamberlain Society

• West County YMCA Board

• Incarnate Word Board of Education

• Incarnate Word Business Network

• Chesterfield Chamber of Commerce

• Washburn University Alumni of St. Louis

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