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Financial Advisor

Dallas, Texas, United States
December 27, 2017

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(Financial Advisor (Specialist) / Wealth Manager) or …

Cell - 214-***-****


Strong Work Ethics, Values, Trust, Impeccable Character (look for Win:Win), Punctual, Determined. My Personality is my strongest attribute; my ability to establish rapport and trust comes naturally with clients and team members. Building trusting relationships is key.

At the core of all my experience, has been a genuine enjoyment of working with people, earning their

trust and loyalty, and solving many of their financial concerns, for their present and future needs.

PROFESSIONAL - (Licenses = 24, 7, 65, 63 & Life&Health) – Spotless U4

My Professional experience has covered a wide array of financial planning and advice, with many investment services and products. I find tremendous satisfaction spending time with people, actively listening, and finding specific solutions regarding their financial needs, decisions and actions.

While I would like to list all the qualities I believe would make me suitable for this opportunity, I also believe the wiser decision would be to simply make you one sincere promise… You will not regret allowing me

the opportunity to work for, and with your organization. Though I cannot specify how I will contribute,

I know with certainty that I will indeed contribute; I always have.


After raising a family in Dallas, while developing and managing my clients’ assets and investments over the last 34 years, I am exploring new areas of business, and pursuing other avenues, where my passion and talents will continue to serve others. My children are nearly grown and I am ready to explore new opportunities. While I am enthusiastic about taking the next steps towards a new career and future, understandably I am somewhat anxious about what to expect next. At the same time, it is with great excitement and anticipation, I am looking forward to this new chapter. Must be a ‘Win:Win’ for all …

EXPERIENCE (Licenses = 24, 7, 65, 63 & Life&Health) – Spotless U4

Allstate - EFS (Exclusive Financial Specialist) (6/2017 – Present) Dallas, TX

USAA - Financial Planning & Advice Rep (5/2016 – 5/2017) Addison, TX

Securities America Inc. (SAI) - Private Wealth Manager (08/2015 – 05/2016) Dallas, TX

Sigma Financial - Private Wealth Manager (09/2014 –08/2015) Dallas, TX

LPL Financial - Independent Financial Advisor / Branch Manager (10/96 – 09/2014) Dallas, TX


Lake Highlands Exchange Club – College Scholarship Committee, Fireman & Police Awards coordinator.

St. Patrick’s Church - Advisory Board Member, Auction Committee member / coordinator

St. Patrick’s Church - ACTS Retreat (Adoration, Community, Theology & Service)

Retreat Team Leader – (8 years from 2008 to 2016)

EDUCATION - Louisiana State University: (BS) - Bachelor of Science - Business Administration.

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