 Prior
to establishing my advisory practice I have had the opportunity to
spend almost two decades working in a number of capacities within
the financial sector: accountant, credit analyst, financial analyst,
stockbroker, banker, financial planner, portfolio manager, as well
as adjunct professor of finance. I learned that in most corners
of the financial services industry, my loyalty was expected to
remain with my employer – not with my client.
As a young stockbroker, the only regular guidance I received was
from the morning pep-talk which usually focused on the finer points
of “dialing-for-dollars.” As a bank manager charged
with meeting corporate earnings targets, I was expected to instruct
my staff to steer our customers’ funds into the bank’s
lowest yielding deposit products.
With my practice I am able to abide by the straightforward notion
of treating others as I would want others to treat me. This means
I believe in serving you objectively and competently and by aligning
my interests with yours.
That’s why my practice is independent and fee-only.
[ Top ]
|
|
Wessel Investment
Counsel, LLC
22 South Pack Square
Jackson Building, Suite 400
Asheville, NC 28801-3500
Phone: (828) 232-2000
>> Contact or Find Us |
|
|
Radio Show (570 AM)