AVI ROBERTS
St Louis
Summary
Board-certified Certified Financial Planner (CFP) and Wealth Management Associate with an MBA and Series 7 & 66 licenses. Drives comprehensive client planning through advanced eMoney design and rigorous Monte Carlo simulations, creating tailored financial strategies that enhance client confidence. Builds trust-based relationships, guiding clients through critical financial milestones.
Overview
8
8
years of professional experience
Work History
WEALTH MANAGEMENT ASSOCIATE
Tutschulte Financial Planning
Chesterfield
09.2025 - Current
- Serve as the firm’s primary eMoney financial planning engine, driving advanced architecture workflows and plan design for a prominent independent wealth management practice.
- Cultivate and maintain deep, trust-based, long-term personal relationships with clients, acting as a reliable advisor through critical lifestyle and financial milestones.
- Utilize eMoney as the core framework to construct, pressure-test, and actively monitor deep-dive financial plans utilizing meticulous multi-decade cash flow projections.
- Run sophisticated Monte Carlo simulations to stress-test client wealth against market volatility, delivering clear, peace-of-mind analysis that solidifies client confidence.
- Model, analyze, and compare existing client investment portfolios against target model allocations to uncover holdings concentrations and fee structures.
- Integrate Holistiplan analytics into the primary planning workflow to review personal tax returns and map forward-looking tax mitigation strategies.
FINANCIAL SOLUTIONS ADVISOR, OFFICER
Merrill Lynch Wealth Management
St. Louis
11.2022 - 09.2025
- Created comprehensive financial plans tailored to individual clients' needs and goals.
- Advised clients on investment strategies, including asset allocation and portfolio management.
- Assisted clients in understanding and selecting appropriate financial products and services.
- Monitored clients' financial situations and market trends to provide timely investment advice.
- Developed strong, trust-driven relationships with clients to understand their financial goals and provide ongoing support.
DIRECTOR
IGNITE YP
St. Louis
08.2018 - 11.2022
- Managed yearly budget and successfully penetrated the untapped market of religious education for Jewish Young Professionals.
- Cultivated and sustained high-trust personal relationships with program constituents, donors, and supporting organizations, locally and internationally.
- Rebranded and developed marketing objectives for a community organization for Young Professionals (ages 22-35).
- Innovated social programming solutions during the pandemic and coordinated multi-city programming efforts.
- Established a community focused on personal growth and hosted recruiting events.
Education
Master of Business Administration - Concentration in Entrepreneurship
Colorado Technical University
01-2020
Skills
- Financial planning
- Investment analysis
- Risk assessment
- Financial analysis
- Tax planning
- Portfolio management
- Client relationship management
Websites
Core Credentials And Licensing
- CERTIFIED FINANCIAL PLANNER Professional
- Series 7, Series 66
- Chartered Retirement Planning Counselor (CRPC)
- Accredited Wealth Management Advisor (AWMA)
- Certificate in Alternative Investments (iCapital / CAIA AltsEdge).
FinTech Stack
- eMoney (Primary Platform)
- VRGL
- Holistiplan
- Redtail
- Salesforce
- Merrill Personal Wealth Analysis
Timeline
WEALTH MANAGEMENT ASSOCIATE
Tutschulte Financial Planning
09.2025 - Current
FINANCIAL SOLUTIONS ADVISOR, OFFICER
Merrill Lynch Wealth Management
11.2022 - 09.2025
DIRECTOR
IGNITE YP
08.2018 - 11.2022
Master of Business Administration - Concentration in Entrepreneurship
Colorado Technical University