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CFP / Financial Planner / Wealth Strategist

Location:
Gainesville, FL
Posted:
February 29, 2016

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Resume:

February **, ****

Re: Certified Financial Planner (CFP) Orlando, Florida

Dear DGA Search Group

Currently exploring new opportunities as a Financial Planner/Wealth Strategist, I would like to submit my resume for your consideration. I am a Certified Financial Planner® with 15+ years of success providing financial expertise to families and small business owners with assets exceeding $3M. Specializing in serving high net worth clients with a variety of financial planning services, I have been recognized for upholding the highest standards of excellence. I always put my clients’ best interests first while guiding them through the financial highs and lows of their lives, and I plan to do the same as part of DGA Search Group’s team.

My experience includes using forward-looking risk management and private wealth management services to preserve and grow clients’ wealth in an evolving and sometimes tumultuous financial world. As a dedicated advisor, I am confident I would be a valuable addition to your financial planning team. Below are a few examples of my skills in action during my career with companies such as Stifel Financial Corporation, UBS Financial Services, and Solomon Smith Barney:

Transferred $6M in assets from 2 new clients after hosting educational workshops, including “Put Your Financial House in Order” and “Optimizing Social Security”; developed financial plans for new clients with detailed recommendations.

Added $7.2M AUM within a 2-year period by formulating comprehensive financial plans.

Produced $300K in revenue for an employer based on 60% or greater fee-only money management.

Established more than 200 clients with $50M AUM and generated $300K+ in annual revenues.

I am willing to relocate. My attached resume contains additional information regarding my financial planning background. I would appreciate the opportunity to discuss my candidacy in an interview at your earliest convenience. I look forward to hearing from you soon and thank you in advance for your time. My cell phone is 352-***-****.

Sincerely,

Mary LaPlante, CFP®



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