All of a sudden, everybody gets it. After years no, decades of being pigeonholed, poorly defined, put down and generally dismissed as a serious contender in the investment arena, the individually managed account (IMA) has come into its own. An...
If Bill Heath's career in the brokerage industry mirrored his days as a major-league baseball player, he probably wouldn't be handling $300 million in assets at Barrington Financial Advisors in Houston. Heath, an All-American catcher at the...
Elpha Yocom, Salomon Smith Barney, Los Angeles Through Elpha's tireless quest for perfection, she has trained our clients to depend on her precision and prompt service. Our clients know when it comes to an administrative issue, they go straight to...
Vicki Stone, First Union Securities, Louisville, Ky. Vicki is the epitome of professionalism. She is a can do' person with a great attitude. She's well-respected and well-liked by everyone in the office and really helps to keep things flowing...
The events of Tuesday, Sept. 11, beg the question: Why did this brutal attack on America take place? Generally speaking, Americans have difficulty comprehending the loss of family, friends and business associates by the actions of individuals with...
Stephen and Fern Schwartz (married) are Merrill Lynch reps in Pittsburgh. Stephen, a former dentist, joined his wife's practice three years ago, and has helped their team create a paperless storage and work-flow system. Both have spoken at...
The desire for more training and education once again tops the wish list. When asked, What is the one most important thing your broker or firm could do to help you with your job? Thirty-two percent of respondents indicated they wanted more...
