Tiffany R. Guy, CFP®
Charlotte
Summary
Confident Learning & Development Manager with demonstrated planning, organizational, and leadership abilities focused on improving conversational skills, motivational skills, and efficiency skills. Highly effective at educating people at all different skill levels. I work along side leaders to develop tailored skills development and growth to enhance the outcomes and productivity of their team. First-rate leadership, team building and organizational skills. I hold my CFP®, and have MBA with a concentration in Finance, plus more than 20 years' experience in the financial industry.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Learning and Development Manager
TIAA
08.2022 - Current
- Coach, develop, and train advisors in the first 2 years of their career to lead them to lifelong success
- Develop leaders to effectively drive behavioral change in their associates
- Partner with leaders to identify areas of improvement both nationally and within their team
- Facilitate Foundations curriculum to enhance performance and productivity.
- Lead Speed to Proficiency series to develop new hires faster and more effectively
- Acts as a subject matter expert for Learning and Development in the design, development and delivery of new hire training.
- Partners with other business units to uncover inefficiencies and develop material to address those gaps.
Advisory Consultant II
TIAA
01.2020 - Current
- Partner with a team of 6 financial advisors to manage a book of business with over 5,500 clients and over $500 million in assets under management
- Conduct discovery meetings with new clients to develop a financial plan and a financial relationship.
- Write and deliver goals based financial plans
- Present recommendations and solutions to complex financial planning needs utilizing asset management, insurance solutions, and lifetime income options.
- Ongoing relationship management with book of business for asset review, retention, and continuing to solve for financial planning needs.
- Retirement income planning meetings for lifetime income options
- Host a bi-weekly efficiencies and technology training meeting with entire Advisory Consultant II team to improve daily best practices
- New Hire Mentor
Senior Client Relationship Consultant
TIAA
01.2018 - 01.2020
- Manage a book of business with over 2500 clients and over $400 million in assets under management
- Develop financial and goal based plans through Money Guide Pro software
- Implement solutions to planning gaps
- Relationship management to proactively outreach and engage clients
- Manage sales pipeline to ensure assets are brought in timely
- Primary Point of Contact for clients
- Developed Meeting a Box program to triage lower complexity clients
- Created Efficiencies program for colleagues and new hires to streamline workload
- New Hire Mentor
Client Relationship Consultant
TIAA
01.2014 - 01.2018
- Manage a book of business with over 2000 clients and over $100 million in assets under management
- Develop financial plans through NaviPlan software
- Implement solutions to planning gaps
- Relationship management to proactively outreach and engage clients
- Manage sales pipeline to ensure assets are brought in timely
- Primary Point of Contact for clients
- Introduced and implemented Book of Business client segmentation strategy that was later adopted nationwide
- New Hire Mentor
- Developed Role Clarity model for improved business partnership
National Contact Center Financial Consultant
TIAA
01.2012 - 01.2014
- Execute requests from retirement plan participants, provide financial guidance, and educate on plan changes
- Advanced consultative sales to identify new business
- Initiated new business through rollovers and transfers from competitors
- Work directly with individual participants of high profile institutions to deliver phone-based world-class customer service
- Proactive asset retention while ensuring 100% client satisfaction.
- New Hire Mentor
Wealth Management Advisor
Zoe Wealth Management
01.2011 - 01.2012
- Comprehensive Financial Planning using Money Guide Pro
- Provided Advice on complex financial problems for estate planning
- Consultative selling to identified and recommended solutions to gaps in financial plan
- Partnered with fund wholesalers & insurance representatives
- Proactive outreaching to clients to maintain business and refer new business
- Networked to meet additional clients through business events, networking parties, and business partners
Financial Relationship Counselor
Wells Fargo
01.2007 - 01.2011
- Portfolio creation and asset management to help clients achieve their long-term goals.
- IRA sales, portfolio recommendations, investment sales and bank referrals.
- Conduct in-depth review of client's financial circumstances and future goals
Private Banker
Wachovia
01.2004 - 01.2007
- Primary point of contact for bank clients
- Recommended and opened checking, savings, CD's, life insurance sales, home equity loans, and mortgage
- Top sales producer in Southeast Charlotte from 2005-2007
Education
MBA - Corporate Finance
Strayer University School of Business
01.2014
BA - History
UNC Chapel Hill
01.2002
Skills
- Effective motivation methods
- Behavior change strategies
- Engaging training facilitation
- Problem-solving aptitude
- Group facilitation
- Personalized coaching
- Confidential one-on-one guidance
- Experienced mentor
- Efficiencies Coach
Certification
- CFP®
- Series 6, 63, 66, 7
- Life and Health Insurance License
- Long Term Care Insurance License
2024 Celebration of Achievement Awardee
I helped elevate our entire business and most importantly created strong connections and trust amongst your colleagues and clients. My dedication not only defines our TIAA mission and values but is reflected in the service provided each day.
Timeline
Learning and Development Manager
TIAA
08.2022 - Current
Advisory Consultant II
TIAA
01.2020 - Current
Senior Client Relationship Consultant
TIAA
01.2018 - 01.2020
Client Relationship Consultant
TIAA
01.2014 - 01.2018
National Contact Center Financial Consultant
TIAA
01.2012 - 01.2014
Wealth Management Advisor
Zoe Wealth Management
01.2011 - 01.2012
Financial Relationship Counselor
Wells Fargo
01.2007 - 01.2011
Private Banker
Wachovia
01.2004 - 01.2007
BA - History
UNC Chapel Hill
MBA - Corporate Finance
Strayer University School of Business
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