David Wamsley, Salomon Smith Barney, IndianapolisDavid Wamsley started trading stocks in high school--with his grandparents' encouragement and some token money. By the time he got to Purdue University, Wamsley had advanced to oil well investment...
"Midlife crisis is too strong a term, but at 42, I realized I still had half my working life ahead of me," says Wade Sanders, a financial consultant with IJL Wachovia in North Wilkesboro, N.C. "I believe you need to do what you want to do."Yet at...
In 1986 at the age of 41, Sally Miller was a 19-year veteran elementary schoolteacher ready for a change. Her husband, who had died two years earlier, had been a teacher, too. "It wasn't the money as much as the difficulty in continuing the career...
For the 19th consecutive year, Registered Representative honors 10 of the industry's finest reps and teams based on their superior performance at work and in their communities. Read about their business priorities and their interests outside the...
About 10 years ago, Fielding Miller was a rising star at Interstate/ Johnson Lane. "I have visions of being a million-dollar producer, and I will be one," Miller told Registered Representative as one of its 1988 Rookies of the Year.Then Miller...
Eileen DeVries, Merrill Lynch, Grand Rapids, Mich.Eileen DeVries laughs easily. Especially when asked how she gathered more than 700 million in assets and built a 2.8 million business at Merrill Lynch. "You tell me!" DeVries says, with a laugh...
John Ridley, Wheat First Union, Bowling Green, Ky.When Wheat First Union opened a branch in Bowling Green, Ky., five years ago, officials wanted to hire a pillar of the community to run it, says David Acey, the firm's marketing director. They...
These days, being an expert in estate planning, tax planning and retirement planning is expected. Yet smart brokers realize that they can't be all things to all people. So what do you do?If you're like Bob Kennedy, a rep with PaineWebber in New...
In 1994, John Kirwan decided he'd finally had enough of the hour-long commute from his home in Matthews, N.C., to Shelby Savings Bank, some 56 miles away.As manager of the bank's investment sales division, Kirwan knew that other financial services...
Steve Miller, Salomon Smith Barney, Winter Park, Fla.Ranking in the top 5% of Salomon Smith Barney's entire population of financial consultants, you'd expect Steve Miller's numbers to be impressive--1.4 million in production for 1998, with 150...
