Andrew Olcott
100 Broadway Lane
New Parkland, CA, 91010
Cell: (555) 987-1234
example-email@example.com
Professional Summary
Reliable Wealth Management Advisor possessing a comprehensive understanding of tax laws and a network of related professionals able to help develop complete management programs. Proven history of high income estate planning, tax planning and investment portfolio development. Dedicated to helping investors with means to achieve their short and long-term goals.
Core Qualifications
- Certified Financial Planner
- Certified Public Accountant
- Tax Law
- Estate Planning
- Life & Health Certified
- Securities Sales Licensed
Experience
Wealth Management Advisor, January 2010 – May 2015
Grillingham Associates – New Cityland, CA
- Developed several different plans for high income clients to reduce tax burdens.
- Utilized a variety of insurance products to deliver estate planning services.
- Gave seminars to very exclusive audiences on planning for the future.
Wealth Management Advisor, June 1994 – October 2007
Gringham Associates – New Cityland, CA
- Created a large network of professional service providers that also aided in bringing in referrals.
- Utilized new investment products to establish tax shelters.
- Developed a strong reputation for efficient estate planning services.
Education
1994 Master’s Degree, Accounting & Finance
Bushnell University – New Cityland, CA