Summary
Overview
Work History
Education
Skills
Timeline
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Bradley Hollandsworth

Forest Hill

Summary

Dynamic Financial Advisor with a proven track record at First National Bank, excelling in client relationship management and financial planning. Expert in investment analysis and risk assessment, I fostered trust and loyalty, leading to significant portfolio growth and enhanced client satisfaction through tailored financial solutions.

Experienced with providing comprehensive financial advice and investment strategies. Utilizes deep knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.

Overview

11
11
years of professional experience

Work History

Financial Advisor

First National Bank
09.2022 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.

Premier Banker

Wells Fargo & Company
11.2020 - 09.2022
  • Increased referrals from satisfied customers, resulting in new business and revenue growth.
  • Worked closely with credit officers to process loan applications efficiently, resulting in quicker approvals for clients.
  • Conducted thorough risk assessments to identify suitable investment options for diverse clientele.
  • Maximized cross-selling opportunities by identifying client needs and offering relevant products or services accordingly.
  • Improved client satisfaction by delivering personalized financial solutions and exceptional customer service.

Financial Advisor

Merrill Edge
10.2019 - 10.2020
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.

Financial Advisor

Martin/Wight & Co
06.2018 - 09.2019
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Premier Banker

Wells Fargo & Company
10.2013 - 06.2018
  • Increased referrals from satisfied customers, resulting in new business and revenue growth.
  • Worked closely with credit officers to process loan applications efficiently, resulting in quicker approvals for clients.
  • Conducted thorough risk assessments to identify suitable investment options for diverse clientele.
  • Delivered onboarding training sessions for new Premier Bankers, sharing best practices and fostering a culture of excellence within the team.
  • Maximized cross-selling opportunities by identifying client needs and offering relevant products or services accordingly.
  • Assisted high net-worth clients in managing their wealth portfolios for optimal returns.
  • Improved client satisfaction by delivering personalized financial solutions and exceptional customer service.
  • Strengthened client retention by conducting periodic portfolio reviews and providing valuable insights on investment performance.
  • Maintained up-to-date knowledge of industry trends, regulatory changes, and product offerings to better serve clients'' needs.

Education

High School Diploma -

North Harford High School
Pylesville, MD
05-2008

Skills

  • Financial planning
  • Portfolio management
  • Investment analysis
  • Risk assessment
  • Client relationship management
  • Needs assessment
  • Excellent communication

Timeline

Financial Advisor

First National Bank
09.2022 - Current

Premier Banker

Wells Fargo & Company
11.2020 - 09.2022

Financial Advisor

Merrill Edge
10.2019 - 10.2020

Financial Advisor

Martin/Wight & Co
06.2018 - 09.2019

Premier Banker

Wells Fargo & Company
10.2013 - 06.2018

High School Diploma -

North Harford High School
Bradley Hollandsworth