CYNTHIA BLOCK-TAYLOR

Financial Planner

***** ******* ***** *****, *** 811

Matthews, NC 28105

(704) 649 –1784

ad08fq@r.postjobfree.com

Summary

Highly skilled and result-driven Financial Planner with a proven track record of delivering comprehensive and tailored financial solutions to diverse clients. Expertise in developing personalized financial plans to meet short and long-term goals. Works with clients on personal visions of their financial goals and developing recommendations for them. Adept at building strong client relationships through effective communication, trust, and professionalism.

Snapshot

Founder & CEO, Taylor & Turner Financial Group

Credentialed to provide financial education classes to Certified Public Accountants (CPAs)

Awarded 2016 Star Performer for the Advisor with the Most Potential for Future Success

Key Skills

●Collaborative Partnerships

●Client Relationship Management

●Sales & Business Development

●Financial Planning

●Risk Assessment and Management

●Asset Allocation

●Financial Needs Analysis

●Relationship Management

●Documentation & Reporting

●Financial Education

●Performance Monitoring

●Asset Protection Strategies

●Effective Communication

TECHNICAL PROFICIENCIES: Microsoft Office Suite (Word, Excel, PowerPoint, Outlook.

Professional Experience

MASSMUTUAL CAROLINAS JUL 2016 – PRESENT

FINANCIAL ADVISOR FINANCIAL PLANNER

Assess, assist, and advise clients helping them create a long-term investment strategy devised to best suit their individual needs.

Propose client solutions following a needs-based analysis which included client's risk tolerance and time horizon, and varied in products from various investments.

Conduct educational seminars for diverse groups and businesses, including retirees and prospective retirees.

Received Metal-Equitable 2012 Hallmark Achievement award and Holds Securities licenses 6, 63, and 65.

METLIFE PREMIER CLIENT GROUP OF THE CAROLINAS (METLIFE SOLD TO MASSMUTUAL IN 2016)

OCT 2014 – JUNE 2016

FINANCIAL ADVISOR FINANCIAL PLANNER

Provided comprehensive financial planning services to clients.

Conducted in-depth financial analysis to assess clients' current financial situations and goals.

Developed personalized financial plans and investment strategies tailored to clients' needs.

Presented retirement planning, investment management, risk management, and estate planning recommendations.

Assisted clients in implementing investment strategies and managing their portfolios.

Maintained regular communication with clients to review and adjust financial plans based on changing circumstances.in overall team performance.

TAYLOR & TURNER FINANCIAL GROUP, LLC JAN 2002 – 0CT 2014

PRESIDENT & FOUNDER

Developed strategic support and action plans to achieve financial targets to meet short and long term goals.

Established a successful alliance with a CPA firm, establishing a referral business relationship, including client referrals (6 years). Performed quarterly seminars, 'Women and Investing,' targeting various businesswomen.

Presented educational seminars to selected groups and area businesses (public and private), including retirees and potential retirees. Trained, mentored, and educated new advisors and worked with joint cases to help build their practices.

Other Working Experiences

Cynthia Block-Taylor & Associates, Charlotte, NC (Money Securities) 2001 – 2002

Financial Professional - Hb Financial Resources, FFP Securities, Charlotte, NC 1995 – 2001

Core Competencies

Proficient in developing financial plans to help clients achieve their long-term and short-term financial goals.

Skilled in retirement planning, investments, and insurance decisions, depending on their financial goals. Strong ability to work in teams and liaise with clients and associates on financial issues.

Ability to independently analyze, structure, and review financial planning documents.

Excellent organizational, communication, and time management skills, with the ability to perform with general direction.

Education & Credentials

Harvard University 2006 – 2007

MONY FP Advanced Training Program

Advisory & Practice Management

State University of New York at Utica 1978 – 1981

Bachelor's Degree - Criminal Justice

Achievements & Honors

Qualifying Member of the Million Dollar Round Table (MDRT)

Honored Member: 1995 International Who's Who of Professionals in Business

Member of the National Association of Insurance & Financial Advisors (NAIFA)

2013 AXA Advisors Centurion Award Winner for Nine Years Running

Inducted into AXA Advisor's Hall of Fame for Consistency in High-Achieving Production over consecutive years

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