Michael Gee
- Role
- Financial Advisor at Vanguard
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Jul 2020 — Present · Scottsdale, AZ, US
Assessment of prospective clients’ investment goals & objectives through detailed inquiry and review of current portfolio construction, financial planning, and evaluation of pertinent variables i.e, risk tolerance, time horizon, etc. Responsibilities include, but are not limited to:\\\\n- Construction of customized, goals-based client-portfolios aligned to client-defined goals & objectives, followed by clear and direct communication with the client explaining the recommendations in a forward and transparent manner with an emphasis on client understanding.\\\\n- Management of client relationships and client-directed appointments, involving advice and discussion on a range of subjects and themes centered around investment portfolios, market conditions, and/or other financial planning considerations such as Social Security, Medicare, Etc.\\\\n- Working with Vanguard’s business development group to facilitate on-boarding of new clients into Personal Advisor Services, and in parallel with service teams to execute client transactions and administrative requests.\\\\n- Research and analysis of current investments and market trends, presenting individual reports in large group settings to other advisors within the department.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
Education
Arizona State University - W. P. Carey School of Business
Bachelor's degree, Business
2013 — 2016
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