“It is so much easier to do business here than at a wirehouse.”
As the Southpointe branch director, I believe the financial advisors within my branch have a distinct advantage over our competitors, and this is why:
- We put clients first. We believe in creating wealth management plans based on the client’s needs, not on the products we offer. As an advisor, you decide what is in the best interest of your client. We believe that our holistic approach to our clients is what sets us apart from other firms.
- We are a not only a firm with unique culture, the Southpointe branch has its own unique identity. We all have the same mission and we partner together to give our clients the best possible experience. Our branch is personal and full of life – there are always clients in our office because they are the center of everything we do.
- We make it easy to run your business here, the way you see fit. We have world-wide resources and professionals that you have access to – and that access is at your fingertips.
- Our home office will treat you like a client – you are their number one priority. If you need to get in contact with our home office, your call will be answered and your needs will be addressed immediately.
What does this mean to you?
As a financial advisor in my office, you will have the support you need to run and grow your business in the way that is best suited for you. I am here to help fix any issues that may arise, maintain your reputation, and act as your advocate with senior management. I am here for you – and so is the entire branch.
Come see the difference and find out how we can elevate your business together.
Senior Vice President – Branch Director