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, MD05-2008
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
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