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Pickler Wealth Advisors Featured at National Conference

(COLLIERVILLE) – Pickler Wealth Advisors was honored by the nation’s largest independent broker-dealer as a featured presenter at their 2009 national conference. LPL Financial selected Pickler Wealth Advisors President David Pickler and Chief Operating Officer Teresa Bailey to address its FOCUS ’09 Conference in San Diego, CA. Over 5000 independent wealth advisors gathered from across America to share best practices and develop innovative strategies to assist clients navigate today’s economic challenges.

 

Pickler and Bailey were selected to deliver a Top Producer Presentation on “Building Amazing Client Relationships Through Unique Client Events and Community Investment”, focusing on the firm’s core principles of advisory excellence and community engagement. Also presenting at the Conference was former President George W. Bush. “In an era of market turbulence and economic uncertainty, clients need advice and counsel from trusted professionals who manifest the values of Main Street, not the greed of Wall Street. As independent wealth advisors, we are proud to represent the interests and values of our clients. The opportunity to share our success with our 5000 of America’s best financial advisors was an unparalleled honor” said Pickler.

 

Pickler Wealth Advisors, founded in 2005 in Collierville after over two decades in the financial services industry by Pickler, is a full service wealth management firm dedicated to delivering custom solutions to client’s life goals. The firm now ranks as one of America’s top 250 Investment Advisory firms and is a two-time winner of the Five Star Award for Advisory Excellence.

Disclosure: Securities offered though LPL Financial Member FINRA/SIPC Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.

 

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, CA, CO, CT, FL, GA, HI, IL, LA, MD, MI, MO, MS, NC, NV, OH, PA, RI, SC, TN, TX, UT, VA, WA.

 

To find an LPL Financial Advisor in a state other than those listed, please visit www.lpl.com.


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