This panel offers a unique opportunity to learn from some of the industry’s top advisors about the road they took to achieve great success. This session, moderated by Sterling Shea, managing director of Barron’s and the steward of the top advisor rankings, will explore the things these top advisors have done to be successful, the things they wished they had done, and the things they wished they hadn’t done. You will learn from their successes, their failures, and what they are doing now to maintain the highest standards in wealth management.
Sterling Shea, Barron’s
Douglas Berger, CIMA®, CFP®, Morgan Stanley Smith Barney, LLC
Eric Gray, MBA, CFM, Merrill Lynch
Michelle Smith, CDFA, CFP®, Source Financial Advisors LLC