As Head of Sourcing for Steward Partners, I also have the privilege of recruiting the industry's top Financial Advisors to one of the preeminent independent firms on Wall Street.
Independence is the “new beginning” for wirehouse financial advisors who have the desire to build their own firms. This empowerment fosters highly personalized branding, innovative marketing, less- restrictive compliance, and a culture that deeply values clients and those who serve them.
I hope WMI’s Advisory Services, and this website offer exceptional value to my wealth management friends and colleagues.
Gratefully,
Paul Sullivan