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Legacy Financial Group - Financial Advisor Resume Example

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Avery Ward
XXXX XXXXXXXXX XXXXX , Williamsburg , VA 23188
Professional Summary

Experienced in building long term relationships.  Transferred skills from retail sales to financial advisory services.

04/2010 to Present
Financial Advisor Legacy Financial Group, LLC - Williamsburg, VA
Work with mid to high net worth families and individuals, providing full financial planning.  Specialize in retirement planning and college savings.
01/2005 to 03/2010
Financial Advisor Gore & Golub, LLC - Williamsburg, VA
Work with mid to high net worth individuals and families providing financial planning and advice.  Specialize in pre-retirement, retirement and college planning.
10/2002 to 12/2004
Financial Advisor Carson Advisory - Athens, GA

Initial position in financial services industry.  Hired by experienced financial advisor with Raymond James Financial Services to learn advisory business and bring in new clients.

In first 2 years, brought in $18 million of new assets, which allowed me to partner with another advisor and start an independent branch of Raymond James.

05/1989 to 09/2002
Retail Salesman Mitchell's of Westport - Greenwich, CT
Consulted with affluent executives and entrepreneurs on their clothing needs.  Built a clientele of over 200 customers that generated $1.5 million of retail sales.
Bachelor of Science: Statistics
University of Georgia - Athens, GA
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Resume Details

This is a real resume for a Financial Advisor in Williamsburg, Virginia with experience working for such companies as Legacy Financial Group, Llc, Gore & Golub. This is one of the hundreds of Financial Advisor resumes available on our site for free. Use these resumes as templates to get help creating the best Financial Advisor resume.

Previous Companies:

  • Legacy Financial Group
  • LLC
  • Gore & Golub

Previous Job Positions:

  • Financial Advisor
  • Retail Salesman


  • University of Georgia

Level of Education:

  • Bachelor of Science

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