Franklyn Morrow

Candidate Information

Email: [email protected]

Phone: 205-496-2332

Salary Expectation: $55K - $80K

Skills: 🔷 1. Financial and Analytical Skills ➤ Financial Analysis & Management Performed strategic financial reviews for high-net-worth clients and optimized portfolios to match investment goals and risk tolerance. Created and managed financial strategies including retirement planning, tax-advantaged investments, and diversified asset allocation. Deep expertise in financial forecasting, reporting, and budgeting, evident from managing multi-million-dollar books of business at firms like Morgan Stanley and Edward Jones. ➤ Credit & Risk Analysis Analyzed clients' creditworthiness and advised on risk mitigation strategies including insurance and annuities. Worked at State Farm and Regions Bank in roles involving underwriting and credit decision-making. Developed client strategies that improved credit profiles and secured better loan products. ➤ Tax Planning Demonstrated knowledge of tax implications, especially with vested stocks and investment instruments during tenure at E*TRADE. Advised clients on tax optimization strategies related to IRAs, annuities, and estate planning. 🔷 2. Sales & Business Development ➤ B2B Sales and Consultative Selling Drove business development for Edward Jones and State Farm through cold calling, referrals, and consultative sales. Built books of business from scratch, adding millions in new assets by understanding client pain points and offering tailored financial solutions. Excelled in cross-selling multiple product lines — from life insurance to retirement plans and CDs. ➤ Lead Generation & Campaign Management Designed targeted marketing and referral campaigns that consistently exceeded lead-generation targets. Leveraged CRM data and market trends to develop prospecting strategies, resulting in over 20 new clients from referrals in one year. ➤ Relationship Building Developed and maintained long-term client relationships, frequently resulting in repeat business and referrals. Provided white-glove service through regular follow-ups, portfolio reviews, and client education. 🔷 3. Customer Relationship Management (CRM) ➤ Client Onboarding & Retention Led efforts to improve client retention through exceptional customer service, proactive outreach, and financial literacy coaching. Authored personalized client strategies at Wells Fargo Advisors and E*TRADE, achieving 100% CSAT scores. ➤ CRM Software Expertise Hands-on experience with Salesforce, SmartStation, Outlook, and Microsoft Office tools to manage leads, pipeline, and customer records. ➤ Issue Resolution & After-Sales Service Managed complex client concerns with discretion, especially those related to account changes, portfolio rebalancing, and tax-related queries. 🔷 4. Investment & Wealth Management ➤ Portfolio & Asset Management Managed portfolios worth over $300M at Morgan Stanley; directly brought in $30M+ in new business. Helped clients navigate volatile markets using diversified investment strategies and real-time research. ➤ Financial Products Expertise Broad product knowledge: stocks, bonds, IRAs, annuities, mutual funds, savings, CDs, and life insurance integrations into portfolios. ➤ Regulatory Compliance Maintained up-to-date knowledge of banking and investment compliance standards through continuous training and certifications. 🔷 5. Leadership & Team Development ➤ Sales Team Leadership Played a key leadership role in sales planning, execution, and training at State Farm, Regions Bank, and Morgan Stanley. Led team-building exercises, mentored junior staff, and contributed to company-wide strategy sessions. ➤ Strategic Planning Designed and implemented business growth strategies that increased profitability by 7% at multiple firms. Actively involved in cross-departmental initiatives for client success — working across sales, credit, and operations. 🔷 6. Technical Skills & Tools Tool/Software Proficiency & Use Cases Microsoft Office Suite Daily use for reporting, documentation, presentations Salesforce CRM Client management, lead tracking, pipeline optimization SmartStation Used for financial account operations and transaction management Outlook / Calendar Communication, scheduling, and workflow coordination Accounting Software Managed financial records, budgeting, and reconciliation 🔷 7. Certifications & Licenses Certification / License Date Issued Current Status FINRA Series 7 Oct 2018 Active FINRA Series 66 May 2019 Active Life & Health Insurance License Jan 2012 Active Property & Casualty License Aug 2012 Active

Current Location: Marietta, GA

Willing to Relocate?: YES

Relevant Experience: 14

Work Authorization: US

Highlights: ✅ Top Highlights – Franklyn Morrow
$300M+ Assets Managed: Oversaw and grew high-value portfolios at Morgan Stanley, adding over $30M in new client assets within 6 months.

Strong Financial Expertise: Advanced knowledge in financial planning, investment strategy, credit analysis, and risk management, backed by a Master’s in Accounting & Financial Management.

Certified Financial Professional: Holds FINRA Series 7 & 66, Life & Health, and Property & Casualty Insurance licenses, enabling broad financial services delivery.

Proven Sales Leadership: Exceeded sales targets consistently across roles at State Farm, Edward Jones, Wells Fargo, and Regions Bank; specialized in B2B and consultative sales.

Customer-Centric Approach: Maintained a 100% CSAT score at E*TRADE and built strong referral pipelines through trust-based client relationships.

CRM & Tech Savvy: Proficient in Salesforce, SmartStation, Microsoft Office, Outlook, and financial software — enabling efficient client and operations management.

Strategic Business Development: Successfully implemented new marketing and client engagement strategies that boosted advisor profitability by 7%.

Cross-Functional Collaboration: Coordinated across sales, credit, and operations teams to deliver seamless service and drive client satisfaction.

Risk & Compliance Aware: Continuously stayed updated on financial regulations and compliance standards, ensuring client and institutional protection.

Strong Communication & Leadership: Known for team mentoring, client presentations, and contributing to strategy sessions — driving both internal growth and external client success.

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