Advisor Committee

Input from our advisors is essential to our ability to continuously improve our wealth management services and stay on top of key industry trends. We meet regularly with our Advisor Committee to conduct status reviews, discuss ongoing issues and tackle new initiatives. These meetings are collaborative in the truest sense.

All aspects of our business and the dealer-advisor relationship are open for discussion, including back-office processes, compensation, compliance and technology. By working closely with our advisors on matters important to them, we’re ensuring that we are — and will always remain — a dealer genuinely focused on the needs of its advisors.