BRIAN PLACKE, CFP®
Cape Coral, FL
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PROFESSIONAL SUMMARY
Highly skilled and accomplished Certified Financial Planner (CFP®) with years of comprehensive
experience in providing strategic financial planning and wealth management services to individuals and
families. Passionate with a demonstrated track record of assisting clients in reaching their financial goals
through tailored investment strategies, retirement planning, estate planning, and risk management
solutions. Strong expertise in analyzing complex financial data, developing customized financial plans, and
delivering exceptional client service. Dedicated to upholding the highest ethical standards and building
long-lasting relationships based on trust and integrity.
CAREER PROGRESSION
TAX SPECIALIST
BLOCK ADVISORS | FORT MYERS, FL | 2023 - Present
Communicate regularly with clients to determine their expenses, income, financial objectives and
current tax status.
Build and improve client base by creating trusting client relationships and generating referrals.
Analyze client information to ascertain the best solutions and strategies to achieve their goals.
Utilize extensive knowledge of a range of financial products, including insurance, savings, stocks,
bonds, mutual funds, ETF’s, etc.
Interpret and implement relevant regulatory policies that govern the financial sector.
SENIOR MORTGAGE LOAN OFFICER
FIRST FEDERAL BANK OF FLORIDA | LAKE CITY, FL | 2023
Developed and deepened referral networks with builders, Realtors, professional and personal
contacts in the residential market. Increased network over 25%.
Coordinated multiple clients and referral partners, managing approvals and closings.
Considered tax, market and retirement implications in analyzing client’s specific situation.
MORTGAGE LOAN OFFICER
CITIZENS BANK | ORLANDO, FL | 2021 - 2023
Top producer for Lee and Charlotte Counties.
Built trust and rapport with clients and referral partners by actively listening to their needs
and goals and recommending the best solution based on their specific circumstance.
MORTGAGE LOAN OFFICER
LAKE MICHIGAN CREDIT UNION | FORT MYERS, FL | 2018 - 2021
Increased production over 300% in 3 years.
Presidents Club honoree during challenging Covid era.
FINANCIAL CONSULTANT, V.P
CHARLES SCHWAB & TD AMERITRADE | FORT MYERS, FL | 2012 - 2018
Managed and enhanced client relationships by understanding their financial goals and risk tolerance
and implementing strategies to help meet their goals.
Gained trust as a Fiduciary and advised clients through retirement planning, educational planning,
investment management, estate planning, banking, and lending needs.
Generated $14MM+ in net new assets in first year of production. Grew net new assets over $50MM.
Developed and deepened relationships with over 200 clients while advising over $290MM in assets.
FINANCIAL ADVISOR
MERRILL LYNCH WEALTH MANAGEMENT | FORT MYERS, FL | 2010 - 2012
Top 20% in production in the practice management development program.
Analyzed and optimized portfolios by evaluating a variety of investments, including
stocks, bonds, mutual funds, ETFs and insurance.
EDUCATION
LICENCES
Certified Financial Planner™
Retirement Income Certified Processional (RICP®)
Bachelor of Science - Finance
University of South Florida, Tampa, Florida
NMLS: 338792
Health, Life & Var Annuity: A208263
TECHNICAL SKILLS
MoneyGuidePro®
Salesforce
Microsoft Office
FIS
CORE COMPENTENCIES
Comprehensive Financial Consulting
Creative Problem Solving
Tax & Investment Advising
Financial Data Analysis
Client Relations & Success
Strategic Relationship Building
