Christopher Dorton
Dallas Metro

https://www.linkedin.com/in/chrisdorton

EXECUTIVE PROFILE

Award winning Senior Wealth Strategist/Advisor with extensive experience
building and developing long term relationships with high net worth (HNW) and
ultra high net worth (UHNW) individuals and business owners. Strengths include:

 * Superior analytical and unparalleled technical skills
 * Dynamic leader with the innate ability to inspire others to excel
 * Demonstrated ability to partner effectively across a broad organization and
build consensus
 * Ability to quickly engage high value clients and their professional advisors
through application of creative solutions to satisfy objectives
 * Recognized for outstanding coaching and mentoring capabilities
 * Public speaker of choice to industry professionals and senior management

CORE COMPETENCIES

Wealth Preservation
Concentrated Positions
Advanced Insurance Concepts
Executive Benefits
Business Succession Planning
Charitable Strategies
Multigenerational Wealth Transfer
Asset Protection

PROFESSIONAL EXPERIENCE

WELLS FARGO WEALTH MANAGEMENT GROUP 2000 - 2009
Senior Vice President - Wealth Management Specialist - Dallas, TX 2004 - 2009

 * Increased fee based wealth-planning engagements from an annual rate of two
(2) in 2003 to an annual rate of thirty-one (31) by the end of 2007, achieving
1000% production increase.
 * Managed 3 member planning group that created $1.5M annual revenue in 2007 and
2008.
 * Built consensus for the wealth management process by gaining support of the
Regional Managers and key Relationship Managers.
 * Qualified in the top three for elite national meeting, Concord Elite.
 * Mentored three team members who qualified for elite national meeting, Concord
Elite, for the first time.
 * Developed and implemented a highly successful training program to increase
usage of the SunGard desktop planning tool throughout the region. As a result,
the region went from next to last to second overall in national use metrics.
 * Frequent public speaker / presenter on wealth management topics at client /
center of influence events, internal meetings and the Texas Bankers Association -
Trust & Estates Section.
 * Charter member of the Wells Fargo National Wealth Advisory Council. Advised
top management on issues involving HNW / UHNW clients.

Christopher Dorton Page Two

Vice President, Senior Financial Advisor - Wealth Strategist 2000 - 2003
National Wealth Management Team - Denver, CO

 * Co-developer of Personal Wealth Analysis presentation suite for high net
worth client acquisition and retention.
 * Developed technical sales training programs used by Private Client Services
(PCS) to enhance client retention and acquire new business.
 * Guest presenter at four regional bank conferences targeted at acquiring new
HNW clients.
 * Frequent speaker on "Business for Breakfast" KHOW radio program on small
business, estate planning and tax topics representing Wells Fargo.
 * Contributing writer on Estate Planning topics for the Denver Business Journal
and regional newspapers representing Wells Fargo.
 * Recognized in Wells Fargo national newsletter for contributions to new high
net worth client acquisitions.

THE ACACIA GROUP / SUN FINANCIAL GROUP 1990 - 2000
Wealth Manager - Financial Planner
Developed new business and marketing strategies aimed at affluent individuals
and business owners.

 * Achieved Top Ten New Representatives in the United States for 1990 -1991.
 * Qualified seven times as one of the leading representatives in worldwide
organization.
 * Maintained career client retention ratio over 93%.
 * Five-time Gold Medal winner of top national producer award.
 * Authored quarterly client newsletter on tax and financial planning.

EDUCATION

Bachelor of Science, Advertising / Marketing * University of Florida -
Gainesville, FL

PROFESSIONAL DESIGNATIONS/LICENSES

Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU) - The
American College
Certified College Planning Specialist (CCPS) - The National Institute of
Certified College Planners
Series 7, Series 66, Series 63 - FINRA
Group 1 License: Life, Accident, Health and Variable Products - The State of
Texas

PROFESSIONAL AFFILIATIONS

The Financial Planning Association
Texas Bankers Trust Association
The Society of Financial Services Professionals
The Dallas Estate Planning Council
The National Association of Estate Planners and Councils