Today marks, in many ways, the birthday of my profession. On May 26, 1896, Charles Dow first published a list of 12 industrial companies, combining their prices in an index for the first public index of the stock market. Note that phrase, because a standard of measurement—an index—was the necessary first step in transforming a market of stocks (i.e., individual companies) into a stock market. Before, we had a bunch of trees, and it was hard for investors to see the forest. Dow put the forest front and center with his index.
Client Relationship Specialist
Ashley has been working in the customer service field since she started her first job at age 16. For the past ten years she worked in an office setting handling accounts payable and receivable as well as some receptionist work. She is very excited to learn more about the investment field.
Client Relationship Specialist II
Vice President of Operations and Integrator
Wealth Advisor
Senior Client Relationship Specialist
Senior Wealth Advisor
Wealth Advisor | Director of Business Development
Wealth Advisor
Senior Wealth Advisor / Registered Principal
Senior Wealth Advisor / Registered Principal