Family Staffing Solutions

 

TexasFinancialAdvisory063014FBTX_TEXASRY00001A Joyful Approach to Caregiving

When Becci Bookner sought professional assistance to help care for her two aging aunts in 1993, she quickly discovered there was nowhere to turn for help.

“They needed help with their day-to-day needs, and there was no company to call,” the former kindergarten teacher explains.

When she realized she was not alone in her search, Bookner saw an opportunity to not just improve the lives of “growing older” Americans and their families, but also to create a thriving business …Read More

Walker, Tipps & Malone PLC

 

TexasFinancialAdvisory063014FBTX_TEXASRY00001Business Litigators Par Excellence

 

More than six years have passed since the brief merger between The Finish Line and Genesco came to its contentious end. But there are still lessons to be learned from the legal battle between the two footwear retailers.

In fact, the lawsuit and subsequent settlement were the focus of a seminar conducted by the trial judge and attorneys involved in the case, says attorney Bob Walker, whose firm, Walker, Tipps & Malone PLC, represented The Finish Line in the …Read More

Ward Financial Advisory Group of Wells Fargo Advisors

 

Financial Strategies for Today and the Future

Making financial decisions that pay off in the long term has never been simple, particularly in uncertain economic climates. Such challenges leave many to wonder about the most prudent way to manage assets as well as liabilities. Today, protecting assets, while planning for the future, is more important than ever.

Ward Financial Advisory’s team of experienced professionals takes pride in their ability to analyze opportunities worldwide, with an eye on downside protection.

“Clients feel comfortable knowing that time-tested, experienced experts are providing sound solutions regarding their financial matters,” says Vice President and Investment Officer Jim Aid. “Our clients can depend on independent, objective and unbiased advice.” …Read More

Douglas & Associates

 

Collaborative Team Approach Provides Solutions for Clients at Any Age
A financial advisory practice of Ameriprise Financial Services, Inc.

Darrell and Brian Douglas might be father and son, but they’re clear that Douglas & Associates is not your father’s financial services practice.

The team at Douglas & Associates provides a broad range of services to clients in the Memphis, Tennessee, area, whether they’re baby boomers heading into retirement or 30-somethings saving for their child’s college fund.

“No matter which stage of life you’re in, there’s going to be someone with our firm who’s going to be here to help you,” says Brian Douglas, CFP®, CRPC®, ADPA®, Financial Advisor. “We can create an individual plan for you through our team approach and our specialties. We will come up with something that’s customized for you and your needs.” …Read More

Venable Cantey Pruitt & Sexton at Morgan Stanley

 

Catering to the Needs of Ultra-High-Net-Worth Clients

New job, new challenges, new perks, new salary. The new head coach position was everything the former coordinator had hoped for – except for the new tax bracket. He was understandably concerned about his potential tax liability.

“Fortunately, we discovered he had a lot of 1099 income,” says Scott Sexton, Financial Advisor and Senior Vice President at Venable Cantey Pruitt & Sexton at Morgan Stanley (VCPS). “As a result, we were able to create an individual plan tailored to his specific needs and help save him a tremendous amount on his taxes.”

Based in Knoxville, Tenn., and managing close to $1 billion as of October 31, 2013, VCPS is a comprehensive wealth management team that caters exclusively to the needs of high-net-worth individuals and families throughout the nation. The group provides the service of a boutique while utilizing the capabilities of Morgan Stanley. The practice offers advice in investment management, financial planning, tax and estate planning strategies, asset protection planning, complex trust issues and other areas of concern to its elite clientele.

“Whether the client is a corporate executive, a recent widow, a coach or a professional athlete, the issues they face are very similar,” says Sexton.

“Nearly all of our clients are already wealthy when they come to us,” says Senior Vice President and Financial Advisor Andrew J. Venable. “For the most part, they’re not looking to grow their money but to preserve it for themselves, their families, the next generation and, often, a favorite cause. Most have had a liquidity event or have tremendous cash flow. And all of them are concerned about taxes.”

Strategic Merger Brings Comprehensive Resources Under One Roof
VCPS was formed over the last 10 years, through the strategic merger of three existing teams. The goal, Venable explains, was to bring together highly respected advisors with diverse backgrounds and skill sets under one roof.

Clients know they can count on the 10-member team, which includes financial planners, investment advisors, a former tax attorney and an exceptional support staff, to provide the highest level of professional, personal service.

According to Lance Pruitt, Financial Advisor and a former trust and estate tax attorney, new clients are often pleasantly surprised to learn most relationships start with the planning process, including an in-depth review of goals, needs and any existing documents. Most clients, he says, either need a new estate plan or need to have their existing plan updated by their attorney. Pruitt coordinates the entire process with the client’s outside attorney, with all document preparation and signing taking place at the group’s offices.

“Most of our clients are extremely busy,” Venable says. “Having one advisory team who can handle all of their needs is extremely important to them. We help simplify our clients’ lives and answer the question ‘are we ok?’ — and they appreciate it.”

2012-Morgan-Stanley

1111 Northshore Drive, Suite N-160 | Knoxville, TN 37919
865-330-0747 | Toll-free: 800-448-0020
www.morganstanleyfa.com/vcpsgroup

Venable Cantey Pruitt & Sexton is a Financial Advisor/Private Wealth Advisor with the Wealth Management division of Morgan Stanley in Knoxville, TN. The views expressed herein are those of the author and may not necessarily reflect the views of Morgan Stanley Smith Barney LLC, Member SIPC. www.sipc.org
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice.  This material was not intended or written to be used, and it cannot be used, for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Financial Advisors has engaged EMI Network Inc. to feature this profile in Forbes magazine. Venable Cantey Pruitt & Sexton may only transact business in states where it is registered or excluded or exempted from registration http://www.morganstanleyfa.com/vcpsgroup/. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Venable Cantey Pruitt & Sexton is not registered or excluded or exempt from registration.

 

Carrier, Maurice & Webb Wealth Advisors

 

An Interview With Lois Carrier, CFP®
President of Carrier, Maurice & Webb Wealth Advisors

Q: Lois, as you and your husband/partner enter your third decade in the advisory business, what are some changes you’ve seen in investor attitudes?
A: Immediately following 9-11, people were not concerned about their money but about their loved-ones, our country and our way of life. Their core values rose to the surface with clarity and with their wealth seen as a means to support those values. This validated the approach we had always used, “Start first with the heart’s core.”

  • Also, 2008 left investors distrustful of traditional institutions, whether political, economic or spiritual. They are rightly skeptical of ‘advisors’ selling products; they expect their advisors to use financial vehicles as tools—not as sources of income. Imagine your dentist trying to sell you on the attributes of his drill instead of his competence in its use.
  • Affluent clients also expect highly personalized service grounded in a personal relationship with their advisor. They need to trust their values are genuinely shared and will be aligned with their wealth management. They prize a partnership of shared results.
  • Among the values we find shared by affluent investors is the desire for preservation of their wealth as a way to impact things larger than themselves and to pass on those values, enriched by their own experience, as wisdom to their heirs. One of the greatest risks to their legacy is often the financial inexperience of their heirs. Providing financial education for their children and grandchildren is a critical piece we add for their peace of mind in fulfilling their legacy planning.

Q: How has your investment philosophy changed through the years?
A: It hasn’t. There is a science to investing—a body of knowledge generally referred to as Modern Portfolio Theory (MPT), whose author won the Nobel Prize in Economics. While markets cannot be perfectly predicted or controlled, much has been learned about how to minimize risk and capture returns without the mirage of control.

There is also an art to investing that behavioral finance helps guide by focusing clients on three critical elements to long-term success: common sense, an understanding of human nature and useful information. There are no shortcuts to success. It requires aligning one’s purposes for investing with an appropriate, scientifically grounded, long-term strategy. This is the wealth wisdom we apply.

Q: If you had to name one thing investors seek that your clients experience, what would it be?
A: That’s easy. We hear it from our clients: “All the time, peace of mind.” A quick story to illustrate: In 2008, Lehman Bros. failed, and the market was in free fall. We were attending a professional conference with many of our peers. Their phones started buzzing with calls from frantic clients; we received no calls that day nor in the days that followed. It wasn’t that our clients weren’t concerned, but they had calm confidence that their portfolios were structured to endure such catastrophes and would recover in time. This is a testament to the grounded, honored trust we share with our clients.

Carrier_Maurice_Webb_Logo

508 Princeton Road, Suite 301 | Johnson City, TN 37601
423-610-0099 | www.cmwWealth.com

 

Cohesive Information Solutions

The Enterprise Asset Management Experts
Cohesive Information Solutions Helps Organizations Improve Productivity and Reduce Costs

Even the newest, best and most sophisticated capital equipment isn’t of much use if it isn’t being used appropriately or working properly. Yet many organizations lack the necessary processes, organizational structure and technology to take full advantage of their production assets and keep them in optimal condition.

A partner like Cohesive Information Solutions makes a world of difference for organizations looking to achieve operational excellence …Read More

Allied Business Systems


Successful Lending Starts Here
Allied Business Systems Leads the Way With Software and Service

Succeeding in a business that involves lending money is a two-step process. First, learn everything there is to know about lending. And second, seek an experienced technology professional who can provide the foundation for that lending. Preferably, Allied Business Systems (ABS), the leader in financial software.

For nearly 35 years, hundreds of companies have turned to ABS for high-quality, cost-effective loan …Read More

Alliant Health Plans

Not-for-Profit Insurer Provides Exceptional Service

How do you choose the best health plan for your family or your employees when most plans today are basically the same? How do you distinguish one health plan from another as benefits and pricing become increasingly homogeneous?

It’s a dilemma for individuals and employers everywhere. But not for the growing number of people and small companies in Georgia that have made Alliant Health Plans their clear choice. The not-for-profit, boutique health insurer is based in Dalton, with operations in Kennesaw, Georgia. …Read More

WorkingBuildings

WorkingBuildings® Expands Globally, Sets Benchmarks for Optimal Building Operations

The opening of the WorkingBuildings office in Riyadh, Saudi Arabia, is the latest in a series of expansions of the Atlanta-based Owner’s Representative firm. With offices located across the continental United States, this expansion is a logical next step for the 13-year-old team of engineers, architects, and sustainability consultants.

“As the world globalizes rapidly, owners are challenged to deliver complex design and construction projects based on regional realities …Read More