Sample Bio For a Financial Advisor

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If you’re a financial advisor, you know you must exude confidence, knowledge, and success. So how do you express this through your bio? We break it down in this blog with the following sample financial advisor bio.

In the following excerpt, in the very first paragraph, we get what we need in just several sentences. In fact, it is so well written that if it tore off after that first paragraph, you’d still have all the pertinent information you’d need!

Names have been changed to protect privacy. 

Knowledgeable, detail-oriented, and intellectual leader are just a few words most often used to  describe Michael Burmeyer. With almost two decades of experience in the fast-paced financial industry, Michael has established himself as a powerhouse and an innovative leader and advisor. 

In this next paragraph of our sample bio for a financial advisor, we keep building from the first paragraph with well-chosen adjectives to paint the entire person and why you’d want to meet this person. If someone is handling finances, you would want them to be a leader of high-performing teams. 

In his current role at Merrill, Michael leads strategic business development, strengthened client relationships, change and program management, and guides the success of high-performing teams. He has consistently found success through his effective communication skills and the unique ability to navigate the details. Michael has earned the trust and admiration of his clients and peers alike.  

In the following paragraph from our sample bio for a financial advisor, we see the proof of his success and why we want to meet him, perhaps hire him to make us money. We need to see the numbers and well-known names in the industry. Several organizations are mentioned, such as Bank of America and TD Ameritrade, and then we see the financials.

Michael has built and developed an exemplary professional career. From overseeing a staff of 200+ financial advisors at Bank of America to boosting sales of over $300M in a quarter through strategic sales plans at TD Ameritrade, he has taken on challenging roles across the industry and worked tirelessly to produce exceptional results.

In this next excerpt of this sample bio for a financial advisor, we want to know how it all started. What path did he take? Did he have a mentor? What type of work ethic was he exposed to in the beginning?

He has worked as a financial advisor, account executive, assistant manager, divisional guidance manager, and vice president. He worked tirelessly to expand his experience and financial acumen, which would guide him down the path into leadership and higher levels of responsibility. These roles have led him through the best organizations in the industry. 

You can add any details that paint a picture of the subject, such as volunteer work or hobbies. Remember, everyone is different, even in the same industry, so don’t think there is an exact template for all financial advisors. It is you that gives it the secret sauce. This is just a sample bio for a financial advisor and not an actual template.

Learn more about writing a financial advisor bio in our short instructional video!

Are you writing your financial advisor bio and interested in seeing some more sample bios for your writing inspiration? Get our bio writing ebook, “Just Add a Smile and a Handshake — A Starter Guide to Writing Your Bio.”

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Need a little help writing your financial advisor bio? Let one of our professional bio writers take the reins! Give us a call at 818.488.1543 or email us at is inspiration and brainchild of Endrea Kosven, founder and CEO of EDK and Company. With over 15 years as a PR and marketing professional in Los Angeles, she helps her clients succeed in their professional branding and marketing efforts.

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