Advisors' Academy

I was responsible for overseeing the branding and conceptual design of both external marketing initiatives and internal communications, while also addressing the unique marketing needs of individual clients. In this role, I led a team of copywriters and designers in a dynamic, fast-paced environment, creating distinct brand identities for individual financial advisors. I guided the creative process to establish a cohesive visual tone across all marketing and communications materials, both internally and externally.

My work spanned a wide range of deliverables, from digital assets to physical production, including direct mailers, marketing emails, website content, corporate branding and collateral, brochures, infographics, slide deck templates, and video content. I also worked closely with numerous financial advisors, providing bespoke corporate branding, marketing materials, and social media content tailored to their specific needs.


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Advisors Academy Website — (Concept)

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Quick Start Guide

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Silver Bullet Booklet

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Advisors' Academy Learning Material White Pages 

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Advisors' Academy Program Assets 

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TaxPro Lead Generation Emails and Deliverables

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Clipper Creative Website and Logo Design

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Advisors' Academy Showcase Logo Design and Lead Generation Email Page

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