David Brett Woodward
Highlands Ranch
Summary
Accomplished Financial Consultant with twenty year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Senior Financial Consultant
Charles Schwab
02.2010 - Current
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Managed practice of over 300 families with value of $1.7 billion.
- $715 million in various advisory services.
- 42% of assets in practice in various advisory services.
- 91% of relationships in some form of advisory service.
- Worked with clients to support understanding of rationale and details of financial strategies.
- 230 relationships have been in my practice over ten years.
- Consistently in top 20% of Financial Consultants nationally.
- Top 1% for financial planning among Financial Consultants.
- Promoted to Senior Financial Consultant in 2017.
- Chairman's Club Winner 2017.
- Chairman's Club Winner 2018.
- Platinum Chairman's Club Winner 2019.
- Producing at level 4 Financial Consultant the last two years.
Financial Consultant
Charles Schwab
12.2006 - 02.2010
- Worked with clients to support understanding of rationale and details of financial strategies.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Managed relationships of over 900 families remotely.
- Consistently in top 20% of Financial Consultants nationally.
- Provided advised solutions to obtain financial goals.
Registered Representative
Charles Schwab
12.2005 - 12.2006
- Provided high level of service and assistance to clients to obtain new opportunities and repeat business.
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Kept abreast of all changes in stock market and investments to better manage client finances.
Education
Associate of Arts - Business Administration And Finance
Park University
Kansas City, MO12.2004
Skills
- Financial Goal Planning
- Client Needs Assessment
- Verbal and Written Communication
- Investment Guidance
- Influential and Persuasive
- Honest and Ethical
- Client Engagement
- Customer Complaint Resolution
Certification
- Certified Financial Planner
- Certified Wealth Strategist
- Chartered Financial Consultant
- Accredited Wealth Management Advisor
- Accredited Asset Management Specialist
- Series 7 Licensed
- Series 63 Licensed
- Series 66 Licensed
- Life & Health Insurance Licensed
Timeline
Senior Financial Consultant
Charles Schwab
02.2010 - Current
Financial Consultant
Charles Schwab
12.2006 - 02.2010
Registered Representative
Charles Schwab
12.2005 - 12.2006
Associate of Arts - Business Administration And Finance
Park University