Tyler Hallagin
Oxford
Summary
Dynamic Financial Advisor with a proven track record at Ameriprise Financial, specializing in tailored investment strategies and wealth management. Expert in relationship building and analytical thinking, I enhance client satisfaction by aligning portfolios with long-term financial goals, ensuring optimal performance and strategic growth in diverse market conditions.
Overview
12
12
years of professional experience
Work History
Financial Advisor
Ameriprise Financial
02.2015 - Current
- Conduct comprehensive financial assessments to create tailored investment strategies for clients.
- Facilitate client meetings to discuss portfolio performance and adjust strategies based on market trends.
- Collaborate with clients to develop long-term financial goals and plans, enhancing client satisfaction.
- Research market conditions to identify investment opportunities aligned with client objectives.
- Maintain up-to-date knowledge of investment products to provide accurate and relevant advice.
Financial Advisor
Waddell & Reed
09.2013 - 02.2015
Education
Bachelor's Degree - Marketing
Fort Hays State University
Hays, KS12-2012
Associate of Science - Science
Barton County Community College
05-2009
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Financial advising
- Wealth management
- Retirement needs
- Insurance planning
- Long-term care planning
- Portfolio construction
- Education funding
- Investment planning
Timeline
Financial Advisor
Ameriprise Financial
02.2015 - Current
Financial Advisor
Waddell & Reed
09.2013 - 02.2015
Bachelor's Degree - Marketing
Fort Hays State University
Associate of Science - Science
Barton County Community College