At the Birmingham branch we believe that advisors should be free to focus on what’s important – the client – and our high service-associate-to-advisor ratio ensures that all the administrative considerations are taken care of. The operations team members use their extensive experience – 10 years each, on average – to support our advisors and ensure that business runs smoothly. Our advisors have joined us from several different financial services firms, bringing a unique diversity of industry experience to the Birmingham branch.
Lewis Walterhouse |