a new standard of excellence
“We took the path of most resistance and created a firm that delivers a true luxury experience for our clients.”
Benjamin Sax, Partner
Jennie Sowers, Partner
KORE Private Wealth
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the road ahead
“You're either an entrepreneur or you're not. You need to be willing to take the risk.”
Shannon Eusey
CEO, Beacon Pointe Advisors
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above the rest
“ The key to our business is advice. How we combine technology and our advisors to deliver advice sets us apart. ”
Rhomes Aur
CEO, FTB Advisors, Inc.
EVP, First Tennessee Bank
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the status quo
“ In today's complex business environment, it's important to be more innovative and open minded. Challenge accepted. ”
Amy Webber
President & CEO
Cambridge Investment Research, Inc.
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to stand out
“ I was tired of the industry treating us as robots. So we created a behavioral wealth management firm to bring the human element into the picture ”
David Geller
CEO & Co-Founder
JOYN
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to take the leap
“ I'll forgive myself for anything I tried and failed, but I won't forgive myself for not trying. ”
Michael Farr
CEO & Founder
Farr, Miller & Washington
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the mold
“ We were constrained in our ability to provide the type of financial advice our clients deserved — so we solved that problem by going independent. ”
Darren Henderson
Founding Partner
Corient Capital Partners
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the experience
“ We do more than manage money — we help people live meaningful lives. ”
JASON GORDO
Head of FinLife Partners West, United Capital
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by example
“ Our business is open to everyone, and we want to reach all of our diverse communities. ”
SALENE HITCHCOCK-GEAR
President
Individual Life Insurance and
Prudential Advisors
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your advantage
“ We're creating the future of financial advice in both its delivery and consumption — with the core of that being the financial advisor. ”
ADAM MALAMED, EVP & COO
CARLY MAHER, SVP Enterprise Initiatives
Ladenburg Thalmann
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