Casey Jones CFP®, CRPC®

Experience

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  Chick-fil-A Corporate Support Center

  Feb 2012 - Apr 2014

  Team Leader

  - Promoted to Team Leader in 6 months due to hard work and excellent leadership skills- Managed and supervised 5 workers each shift- Beast Mode Certified on breading, screens and dishes- Increased kitchen efficiency by finding ways to improve output and quality

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  Allegiance Retirement Solutions, Inc.

  May 2013 - Aug 2013

  Financial Planning Intern

  - Inputted analytics in the company's Customer Relationship Management Program- Implemented a new planning program called "Retirement Coach"- Attended financial advising meetings to enhance my education on portfolio management

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  Imagine Media Consulting

  May 2014 - Jul 2014

  Marketing Analyst

  - Designed and implemented captivating blogs to improve our client's reputation- Generated and monitored 12+ social media networks to educate and encourage future customers- Analyzed and updated monthly reports to inform clients on their successes

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  Ameriprise Financial Services, LLC

  Jun 2014 - Aug 2014

  Director of Client Services

  - Created 100+ client summary letters and account reviews to ensure optimal customer service- Improved company's image through various marketing strategies- Enhanced knowledge on portfolio management, investments and planning strategies- Shadowed face-to-face client meetings to thoroughly understand the planning structure- Assembled client facing planning deliverables

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  Ameriprise Financial Services, LLC

  Jan 2015 - Feb 2016

  Paraplanner

  - Ran and delivered social security analytics - Conducted research for appropriate providers and investments- Efficiently managed day-to-day office projects and assignments- Created estate planning reports for high net worth clients- Attended and assistedin client portfolio reviews

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  LPL Financial

  Mar 2016 - Oct 2023

  CERTIFIED FINANCIAL PLANNER™

  - Manage over $20M in AUM - Configure client's cash flow statement and net worth to determine financial position- Design tailored investment portfolio's based on client's risk tolerance and investment objectives- Create unique retirement roadmaps for each client - Determine optimal portfolio asset allocation that corresponds with the client's suitability - Established a new and efficient budgeting system for our company’s portfolio review process - Execute trades daily to assure client satisfaction and diversification - Run Social Security and financial analytics to determine client's financial well-being- Develop and implement marketing campaigns and blogs for direct client outreach and education- Analyze target demographic to configure the most efficient marketing practice for prospects- Series 7 and 66 licensed Show less

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  Fidelity Investments

  Oct 2023 - now

  Retirement Planner

  My role as a Retirement Planner is designed to help educate, prepare and guide participants to a successful retirement by utilizing our investment and retirement planning tools and resources.