Mitchell Pace Mercer
Thomasville
Summary
Driven and ambitious financial advisor graduate with a solid foundation in financial planning. Equipped with a comprehensive understanding of investment strategies, wealth management, and risk assessment. Proven ability to analyze market trends and deliver tailored financial solutions. Eager to leverage academic knowledge and practical skills to contribute to a dynamic financial advisory team and provide exceptional service to clients.
Overview
5
5
years of professional experience
Work History
Wealth Management Intern
Allen, Mooney, and Barnes Wealth Management
05.2024 - Current
- Participate in portfolio and daily market update meetings
- Observe financial advisors and accompany them throughout their daily responsibilities
- Manage proxy voting procedures for shareholders holding equity in the company
Volunteer Income Tax Assistance
Schwab Financial Planning of University of Georgia
01.2024 - 05.2024
- Prepared a variety of forms including 1040, 1099, W-2, Schedule C and E as well as other state-specific forms
- Utilized tax preparation software to accurately prepare tax returns
- Developed strong client relationships through excellent customer service and ongoing communication throughout the tax preparation process
- Assisted taxpayers in understanding their rights, responsibilities, and obligations under current taxation laws
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Student Athlete
The University of Georgia and Abraham Baldwin Agricultural College
08.2019 - 12.2023
- Developed and maintained key relationships fellow athletes, coaching staff, and school administrators and professors.
- Managed time effectively to balance athletic commitments with academic responsibilities
- Maintained a strong work ethic through consistent training and preparation
- Contributed positively to team culture and morale
- Utilized advanced data analysis techniques to optimize performance.
Education
No Degree - Business Administration And Management
Abraham Baldwin Agricultural College
Tifton, GABachelor of Science in Financial Planning -
University of Georgia
08.2024
Skills
- Ability to conduct thorough research on market trends, economic indicators, and investment opportunities
- Flexibility to adapt to changing market conditions and client preferences
- Strong interpersonal skills to build and maintain trust with clients, understand their needs, and provide personalized financial advice
- Understanding of strategies for managing and growing clients' wealth over time
Timeline
Wealth Management Intern
Allen, Mooney, and Barnes Wealth Management
05.2024 - Current
Volunteer Income Tax Assistance
Schwab Financial Planning of University of Georgia
01.2024 - 05.2024
Student Athlete
The University of Georgia and Abraham Baldwin Agricultural College
08.2019 - 12.2023
No Degree - Business Administration And Management
Abraham Baldwin Agricultural College
Bachelor of Science in Financial Planning -
University of Georgia
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