Huckleberry Gibson
Colorado Springs
Summary
"If you want a task to be accomplished, ask a busy person"
Financial Advisor with relevant experience in customer service, group instruction, finance/admin, and logistics. Extremely self driven, thrives in a competitive atmosphere, and enjoys giving back to the team.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Consultant (Advisor)
Fidelity Investments
12.2021 - Current
- Served as head advisor to a team of three CFP® professionals, servicing a 450 household client book of $400M AUA and $200M AUM.
- Provided complex financial planning services to include investment planning, income planning, legacy planning and tax strategies.
- Enacted plans that included solutions in both the public and private markets.
- Grew book from 94 households in 2021 to over 450 households by 2023.
Workplace Planning Consultant (1 - 3)
Fidelity Investments
01.2020 - 12.2021
- Served as advisor to Fidelity's workplace clients in the 401k space. Approached calls from the Planner's Mindset, building connection, seeking to understand client needs, and identify the next actionable steps to achieve their desired financial future
- Finished Q2 of 2021 as the #1 Rep for all of Fidelity's Denver WPC 3 team.
- Recognized as top WPC 3 Rep for all of Denver at 2021 Summer WPA Forum
Space Systems Operator (1C6)
United States Air Force Reserves
12.2019 - 10.2021
- Operator for offensive and defensive satellite warfare technology in the USAF Reserves
Emergency Management (3E9)
United States Air Force
05.2017 - 12.2019
- HAZMAT technician trained in Chemical, Biological, Radiological and Nuclear (CBRN) warfare as well as stateside defense.
Vacation Sales Specialist
Stratton Mountain Resort
01.2014 - 12.2016
- Managed the booking process for Stratton clients. Planned and implemented itineraries and vacation packages.
- Averaged over $25,000 monthly in product sales
- Top producer for Q3 2016
Education
Bachelor of Arts - History And Politics
Southern Vermont College
Bennington, Vermont05.2013
Skills
- Financial Planning
- Sales
- Group Instruction
- Operating in Team Environment
- Admin/Finance
- Customer Service
Certification
Certified Financial Planner (CFP)
FINRA SIE
FINRA Series 7
FINRA Series 66
Timeline
Financial Consultant (Advisor)
Fidelity Investments
12.2021 - Current
Workplace Planning Consultant (1 - 3)
Fidelity Investments
01.2020 - 12.2021
Space Systems Operator (1C6)
United States Air Force Reserves
12.2019 - 10.2021
Emergency Management (3E9)
United States Air Force
05.2017 - 12.2019
Vacation Sales Specialist
Stratton Mountain Resort
01.2014 - 12.2016
Bachelor of Arts - History And Politics
Southern Vermont College
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