CYNTHIA BLOCK-TAYLOR

***** **** ***** ** #*** Charlotte, NC (704) 649 –1784 ad0kvf@r.postjobfree.com

FINANCIAL PLANNER

Financial Advisor Sales Manager Financial Education Specialist

Highly skilled and results-driven Financial Planner with a proven track record of delivering comprehensive and tailored financial solutions to diverse clients. Possess solid background in finance, exceptional analytical abilities, and deep understanding of investment strategies, estate and portfolio planning, retirement planning, and risk management. Expert in identifying and implementing financial management strategies to capture cost-improvement opportunities while impacting bottom-line profits. Committed to continuously enhancing knowledge of industry trends and advancements to provide optimal financial guidance.

AREA OF EXPERTISE

Collaborative Partnerships

Client Relationship Management

Sales & Business Development

Financial Planning

Risk Assessment

Documentation & Reporting

Asset Allocation

Tax Planning

Financial Analysis

Financial Needs Analysis

Financial Reporting

Relationship Management

Financial Education

Performance Monitoring

Asset Protection Strategies

Risk Management

Effective Communication

Financial Accounting

CORE COMPETENCIES

Skilled in advising clients on taxes, 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.

Competent in assessing how specific life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly. Adept at working on different software dedicated to finance, accounting, and economics.

Experienced in providing creative alternatives and recommendations to reduce costs and improve financial performance.

Proficient in working alongside internal and external financial policies, legal and fiscal restrictions, and regulations of general retirement plans. 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.

PROFESSIONAL EXPERIENCE

FINANCIAL ADVISOR FINANCIAL PLANNER – MASSMUTUAL CAROLINAS JUL 2016 – PRESENT

Handle transactions involving mutual funds, exchange-traded funds, stocks, bonds, real estate investment trusts, and advanced tax strategies.

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 stocks, bonds, mutual funds, life insurance, and annuities.

Certified to teach financial education classes to CPAs, Registered Investment Advisor, and Financial Planner.

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.

FINANCIAL ADVISOR FINANCIAL PLANNER – METLIFE PREMIER CLIENT GROUP OF THE CAROLINAS OCT 2014 – JUNE 2016

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.

PRESIDENT & FOUNDER, TAYLOR & TURNER FINANCIAL GROUP JAN 2006 – 0CT 2014

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

Established successful alliance with a CPA firm, establishing a referral business relationship, including client referrals (6 years). Performed quarterly seminars, 'Women and Investing,' targeting affluent 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 – 2005

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

ACHIEVEMENTS AND HONORS

Qualifying Member of the Million Dollar Round Table (MDRT)

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

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

Member of Society of Financial Services Professionals

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

Member since 2016 of YMCA Committee for Sara's Y (engaging local companies to promote employee health & fitness)

EDUCATION

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

Vernon Verona Sherrill 1970 – 1977

SOFTWARE AND OPERATING SYSTEM

Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Google Workspace (Google Slides, Documents, Sheets, and Forms)

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