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Financial Advisor Office Manager

Location:
Lexington, KY
Posted:
July 30, 2021

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Resume:

Stephen Scott Pitts

*** ******* ******

Lexington, KY 40502

859-***-****

Experience

July 2018 – Present Field and Main Bank

Market Financial Advisor

Work with clients around Strategic Credit, Collection of Deposits, Financial and Estate Planning, Insurance and Investments

2021 Results include referring 75 deposit accounts for $4.5 Million, $4 million investments, 3 retirement plans, $1.75 Commercial loans, $3.2 million mortgage, 6 disability, 3 long-term care and 8 life insurance policies and 4 cash Management programs sold

October 2016 – July 2018 Branch Banking and Trust Co Senior Wealth Advisor

Work with clients around Strategic Credit, Financial and Estate Planning, Risk Management and Investments

$11 million in investment sales (2017)

$6.5 million in retail loans

$28,000 in insurance revenue

May 2014 – June 2016 Hilliard Lyons

Financial Consultant

$18.5 million under management

Concentration on professional practices

6 retirement plans closed

$35,000 in insurance revenue

$2.5 million in closed trust business

$35,000 fee for investment banking transaction

September 2008-May 2014 Branch Banking and Trust Co Regional Manager / Senior Advisor

Led KY region in investments and planning production (2014) Led region in insurance revenue (2014)

Region ranked #1 out of 36 in closed retail loans (2013) Region ranked top 10 in fee revenue (2014)

Region ranked top 10% in client service (2008-2014) September 2004 – Sept. 2008 Farmer’s Bank and Trust Co Private Banking Officer / Commercial Officer

$40 million loan portfolio

$2 million in closed trust and insurance referrals Financed construction of 72 unit condo project for $15.2 million Financed purchase of nursing home for $3.5 million Financed purchase of boutique hotel for $3 million December 1996 – Sep. 2004 Vine Street Trust Co

Private Banking Officer

$6 million annually in deposit generation

$5 million annually in retail / commercial loans

$11 million in closed trust referrals

Originated $5 million annually in mortgage loans

September 1988 – Dec. 1996 Citizen’s Fidelity Bank / PNC Main Office Manager

Ranked #1 in region in insurance and loans closed

Ranked #1 in state for investment referrals

Highest percentage of branch staff involved in sales referrals Education BA Finance, University of Kentucky (3.8 GPA) Graduate, Cannon Private Banking School

Graduate, Kentucky School of Banking

Investment Licenses Series 7, 24, 66, Life and Health Insurance



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