Financial planning

Why Advisors Do What They Do: Life Stories of 2014

December 29, 2014 7:49 AM

Why Advisors Do What They Do: Life Stories of 2014

Growing a business. Understanding clients' needs. Overcoming obstacles. Every advisor's experience is different. On Wall Street's popular Life Stories feature chronicles the experiences of advisors -- from their point of view. Click through to see this year's phenomenal class.

Bill Carroll

Head of Investment Solutions, Managing Director
UBS Wealth Management, Americas
Years in Securities Business:

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Emily Pitts

General Partner, Inclusion and Diversity
Edward Jones
Years in Securities Business: 30

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Sharon Cunningham

Senior Portfolio Management Director and Senior Vice President
The Cunningham Group, Morgan Stanley Wealth Management
Years in Securities Business:24

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Amy Sturtevant

Senior Vice President and Branch Manager
RBC Wealth Management
Years in Securities Business: 30

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Racquel Oden

Managing Director, Practice Management Development Program
Merrill Lynch
Years in Securities Business:17

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Tommy Boyd

Managing Director, Investments
The Boyd Financial Group of Wells Fargo Advisors
Years in Securities Business: 33

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Barry Ringelheim

Senior Vice President, Investments
Ringelheim Wealth Management, UBS Financial Services
Years in Securities Business: 46

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David Fisher

Managing Director, Investments
Benjamin F. Edwards
Years in Securities Business: 25

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Reggie Wilkes

Senior Financial Advisor
Merrill Lynch
Years in Securities Business: 19

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Mark Heiden

Managing Director, Investments
Wedbush Securities
Years in Securities Business: 25

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Alex Vicencio

Senior VP, Vicencio Wealth Management
Wells Fargo
Years in Securities Business: 16

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Robert Schick

Portland Branch Manager
Baird
Years in Securities Business: 29

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