Breaking away from the cocoon of a brokerage to go independent takes backbone. Try confronting your old colleagues, now rivals, every day because you work in the same building.
That’s life for Jeff Sica, the president and chief investment officer of Sica Wealth Management, which launched May 29. Up until then, Sica was managing director of investments at Wells Fargo Advisors. He started at Ryan Beck, and went to A.G. Edwards, which eventually became part of Wells Fargo. He has been in the business for over 17 years.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access