Wealth Management Advisor
·Provide comprehensive Wealth Management Solutions to high net worth clients of TIAA-CREF with pension assets above $750,000
·Focus on comprehensive financial planning utilizing NaviPlan software.
·Proactively manage client’s overall financial profile including non-qualified investment assets, pension assets, insurance, income planning and real assets.
·Served as producing Branch Office Manager supervising 7 registered representatives in the Houston office
·Currently managing a $400 million portfolio with approximately 500 clients.