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