John Ridley, Wheat First Union, Bowling Green, Ky.When Wheat First Union opened a branch in Bowling Green, Ky., five years ago, officials wanted to hire a pillar of the community to run it, says David Acey, the firm's marketing director. They...
These days, being an expert in estate planning, tax planning and retirement planning is expected. Yet smart brokers realize that they can't be all things to all people. So what do you do?If you're like Bob Kennedy, a rep with PaineWebber in New...
In 1994, John Kirwan decided he'd finally had enough of the hour-long commute from his home in Matthews, N.C., to Shelby Savings Bank, some 56 miles away.As manager of the bank's investment sales division, Kirwan knew that other financial services...
Steve Miller, Salomon Smith Barney, Winter Park, Fla.Ranking in the top 5% of Salomon Smith Barney's entire population of financial consultants, you'd expect Steve Miller's numbers to be impressive--1.4 million in production for 1998, with 150...
Armed with laptop computers and cellular phones, brokers are trading rush-hour road rage for a leisurely stroll to a home office. Three producers explain the benefits, the lessons learned and the complications that go along with the telecommuting...
Bill Noonan honors his heritage every day. He has developed a book of business that draws on the strengths of his forefathers' country--Ireland.His interest in the Emerald Isle goes way back. As a second generation Irish-American growing up in...
Kyle Chudom, Morgan Stanley Dean Witter, Oak Brook, Ill.While still a teenager, Kyle Chudom inherited an interest in investing from his father, an attorney. They shared The Wall Street Journal in the morning and charted stocks on family vacations...
Compliance tests on Wall Street show the millennial computer bug nearly exterminated. Come Monday, Jan. 3, 2000, the major systems that run the nation's financial markets should function as usual. But the battle to convince clients of this fact is...
Rob Bickham, PaineWebber, New OrleansPaineWebber Senior Vice President Rob Bickham, 39, was focused on managed money and investment consulting 13 years ago, well before the current rush to that style of business. And 11 years ago, he earned his...
If it weren't for telecommuting, Sonya Simmons says she probably wouldn't be a stockbroker today.Back in 1992, six months before her first child was scheduled to arrive, Simmons decided to move out of Tacoma and back to her childhood home, Whidbey...