BRADFORD M. SMITH

***** ********** **** ********, ** 92591 951-***-**** adiwxg@r.postjobfree.com

PROFILE

Financial Advisor focused on delivery of financial and wealth management strategies that meet the unique needs of each client, both today and in the future. Build relationships with the client and their team including CPA, estate planning or trust attorney, and other family advisors to ensure cohesive teamwork. PROFESSIONAL EXPERIENCE

EDWARD JONES, Temecula, CA 1/2014 – Present

Financial Advisor

Cultivate relationships with existing book of business and expand through new business development to manage over 300 households with $17 million in assets under management.

Acquire, retain and deepen customer relationships by creating a comprehensive customer experience.

Recipient of numerous awards:

- Ted Jones Prospecting Award: Achieved 125 household in the first year, 2014.

- Eagle Award: Clear vision of client and business goals, 2015.

- Spirit of Partnership Award: Outstanding Performance,2015 and 2016. WELLS FARGO HOME MORTGAGE, Temecula, CA 2012 – 2013 Senior Mortgage Loan Officer

Led prospecting and loan origination for residential lending programs and consistently exceeded goals. US BANK, Temecula, CA 2011 – 2012

Mortgage Loan Originator

Led prospecting and loan origination for residential lending programs and consistently exceeded goals. BANK OF AMERICA HOME LOANS, Temecula, CA 2003 – 2011 Senior Mortgage Loan Officer

Maintained status as the top originating Senior Mortgage Loan Officer in the south Riverside County area since Bank of America entered the market area. Achieved top performance by developing relationships with leading realtors, unsurpassed contact management, and a positive demeanor developed from diverse life experiences.

Achieved Platinum Club twice, being ranked in the Top 5% in the country.

- 2009 Chairman's Club Member - Annual loan volume exceeding $27 million.

- 2008 Chairman's Club Member - Annual loan volume exceeding $35 million.

- 2007 Chairman's Club Member - Annual loan volume exceeding $38 million.

- 2006 Platinum Club Member - Annual loan volume exceeding $48 million.

- 2005 Platinum Club Member - Annual loan volume exceeding $47 million.

- 2004 Chairman's Club Member - Annual loan volume exceeding $30 million. WELLS FARGO HOME MORTGAGE, Santa Rosa, CA 1999 – 2003 Home Mortgage Consultant

Consistently exceeded annual goals and provided excellent customer service during the loan origination process. CERTIFICATIONS / LICENSES

FINRA Series 7, 66; California State Insurance License COMPUTER SKILLS

Microsoft Office Suite: Word, Excel, PowerPoint

EDUCATION

UNIVERSITY OF MARYLAND, COLLEGE PARK – SMITH SCHOOL, College Park, MD - B.S. Finance and Marketing, 1991