Garricka Roberts
@garrickaroberts
Dynamic financial professional with expertise in team leadership and client relations.
United StatesWhat I'm looking for
I am a results-driven financial professional with a Master of Arts in Business Administration and a Master of Science in Finance. My career has been marked by a commitment to excellence and a passion for developing high-performing teams. At Wells Fargo Advisors, I built a top-performing team of remote Financial Advisors, overseeing a digital book of business that serves over 60,000 households and manages more than $2 billion in assets under management. My leadership has not only enhanced employee engagement but also ensured the successful integration of newly licensed Advisors through an accelerated onboarding program.
In my previous roles, I have consistently identified risk exposures and inefficiencies, presenting actionable solutions to senior leaders. My analytical skills have allowed me to effectively address opportunities for improvement, optimizing the advisor experience based on employee satisfaction survey results. I take pride in my ability to foster collaboration across departments, leading teams to achieve top performance metrics and driving significant business growth.
Experience
Work history, roles, and key accomplishments
Financial Relationship Advisory Manager
Wells Fargo Advisors
Jul 2022 - Jan 2025 (2 years 6 months)
Built a top-performing team of remote Financial Advisors overseeing the firm’s nationwide digital book of business, comprising 60,000+ households and over $2B AUM. Developed 30 newly licensed Advisors and implemented an accelerated onboarding program which ensured successful integration onto the team and enhanced employee engagement. Identified risk exposures and inefficiencies then subsequently p
Customer Service Associate Manager
Wells Fargo Clearing Services LLC
Mar 2020 - Jul 2022 (2 years 4 months)
Managed a team of up to 32 direct reports and promoted positive client experiences through real time coaching, performance reviews, supervision, corrective action, and overall professional development. Collaborated cross-departmentally with leaders on strategizing, developing, and implementing procedures, projects, and processes to address evolving business needs and meet organizational goals. Mit
Digital Financial Relationship Advisor
Wells Fargo Advisors
May 2018 - Mar 2020 (1 year 10 months)
Grew business by $1.5 Million in new assets for the year through managing client relationships within WFA’s digital book of business, including Solutions, Intuitive Investor, and Wells Trade. Reviewed an average of 40 investment portfolios per month to align clients’ account strategy with their investment objectives, through assessment of securities via financial reports from Morningstar and the W
Education
Degrees, certifications, and relevant coursework
Webster University
Master of Arts, Business Administration & Finance
Completed a dual master's program focusing on business administration and finance. Gained advanced knowledge in financial management, strategic planning, and organizational leadership.
Webster University
Bachelor of Arts, Management & Entrepreneurship
Earned a Bachelor of Arts in Management with a focus on entrepreneurship. Developed skills in business operations, leadership, and new venture creation.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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