Experience

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  A.g. edwards

  Jan 2001 - Apr 2003

  Financial consultant

  Organically developed, managed, and serviced book of business with a focus on women investors. Conducted seminars providing relevant information pertaining to the specific needs of women. Actively engaged in civic and social events to increase networking with local business owners and individuals.

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  Chittenden securities, inc.

  May 2003 - Mar 2005

  Investment executive and sales specialist

  Managed and serviced client book of business while providing ongoing sales support to the brokerage division.

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  Bancnorth investment group

  Mar 2005 - Oct 2008

  Financial consultant and sales support specialist

  Team player supporting the manager and representatives within the brokerage division. Managed book of business while providing ongoing support and service to both internal clients (representatives) and external clients. Responsible for the planning, organization and content of divisional meetings. Provided product and strategy support to representatives within the division. Conducted branch office audits and reviews as required.

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  Antell + company financial strategies, llc.

  Oct 2008 - Apr 2012

  Financial advisor

  Focus on small business retirement plans, client services, and marketing activities of firm.

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  Nbt investment services, a division of nbt wealth management

  Apr 2012 - May 2023

  Retirement plan consultant

  Helping business owners and their employees utilize their 401(k) retirement plans to pursue improved retirement outcomes. Providing 3(21) fiduciary services to plan sponsors to assist them with monitoring, analyzing and implementing prudent investment fund lineups. Delivering focused education for employees to better understand their benefit, thereby striving to increase both participation and deferral rates. Educating on strategic plan design to seek to optimize retirement plan benefits for owners and employees. Aiming to reduce or eliminate administrative burdens and create efficiencies to allow business owners and their employees to do what they do best....run their business! Registrations held with LPL Financial: Series 7, 66, 63, 24 and Variable Life and Health insurance licenses. Show less

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  Morgan stanley wealth management

  May 2023 - now

  Corporate retirement director, financial advisor

  Focusing on helping business owners offer customized and competitive retirement plans to their employees. Helping mentor and educate employees on strategies to help grow their "future paychecks". Providing fiduciary frameworks for employers that seek to efficiently run their benefit program. Providing retirement planning assistance to business owners and employees. Assistance with vendor due diligence, cost analysis and investment oversight. Focused service model to help assist employers with meeting their fiduciary obligations and providing education and information to employees to help guide good decision making. © Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/heather.lemon. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.NMLS#: 2559105 Show less