May 29, 2011

Honoring Advisors Who Serve(d): Memorial Day, 2011, Slideshow

Many advisors and others in the advisor universe served in the nation’s armed forces. We honor them with this Memorial Day slideshow.

This advisor served as a captain in the U.S. Army Medical Corps from 1968-1971. This advisor served as a captain in the U.S. Army Medical Corps from 1968-1971.

On Memorial Day, the nation pauses to remember those who, in the words of Abraham Lincoln, gave “the last full measure of devotion.” On Memorial Day 2011, AdvisorOne honors those advisors and partners to advisors who served in the armed forces of the United States. Through this slideshow, including images of “Then” and “Now” which we hope you find interesting and amusing, we thank all those who served the country and remember those who, as Lincoln said in dedicating the Gettysburg national cemetery in November 1863, “gave their lives that that nation might live,” referring to that new nation that was “conceived in liberty, and dedicated to the proposition that all men are created equal.”

Acknowledging that there are many thousands in the advisor universe who served and still serve; we present for your consideration the following men and women as representative of the many more men and women who deserve recognition.

To begin, the gentleman above is an advisor who has made his mark in cofounding a successful wealth management practice, is an author several times over and recently became a professor. He has served on the CFP Board and is currently a thought—and action—leader in the fiduciary debate. But he also served as a captain in the U.S. Army Medical Corps from 1968-1971, as this photo shows.

See page #15 for the identities of this and other 'mystery' veterans. Click the ‘Next’ button below to see the next advisor veteran (or veterans).

                               Honoring Advisors Who Served, page 2

It may be easy to guess this partner to advisors’ identity, both because it’s a photo of recent vintage and shows his affiliation in the background. The gentleman on the left is former U.S. Army General, Chairman of the Joint Chiefs of Staff, and Secretary of State Colin Powell. The gentleman on the right is a Gulf War veteran of the U.S. Marine Corps and an executive at TD Ameritrade Insitutional.

See page #15 for the identities of this and other 'mystery' veterans.

Click the ‘Next’ button below to see the next advisor veteran (or veterans).

Honoring Advisors Who Served, page 3

This gentleman on the left in this photo is a CFP who began his financial services career as a registered rep for Merrill Lynch, though these days he is perhaps better known as chairman and CEO of a rather large partner of independent advisors. He also had a long and storied career as an active duty member of the USMC, including a stint as a helicopter pilot in Vietnam, and later with the USMC Reserves. In the photo at left, he posed during the November 1970 Marine Corps Ball with his lovely wife Sandi.

See page #15 for the identities of this and other 'mystery' veterans Click the ‘Next’ button below to see the next advisor veteran (or veterans).

                                                           Honoring Advisors Who Served, page 4



In this photo montage, we present our first group of advisors—in civilian dress, and identified, who have served in the armed forces of the United States:



1: Denver Doyle Attaway, Raymond James & Associates; U.S. Army
2: Kim Bridges, Stoke Ostler Wealth Management; U.S. Marine Corps
3: John Crespy, Raymond James & Associates; U.S. Navy
4: Larry Crimmins, McKinley Carter Wealth Services; West Virginia Air National Guard
5: George Currence, Raymond James & Associates; Army National Guard
6: Tom Deutsch, Raymond James & Associates; U.S. Navy

See page #15 for the identities of all our 'mystery' veterans. Click the ‘Next’ button below to see the next advisor veteran (or veterans).

                                                         Honoring Advisors Who Served, page 5

This CFP is well known in fee-only circles, particularly among NAPFA members, for both his planning expertise in general and his particular focus on special needs planning. He began his planning business, he recalled in an e-mail note, to supplement his U.S. Navy Captain retirement pay, which he says nowadays “just about covers my taxes!”
In his Naval aviation active duty days, this planner rose to become a Navy Wing Commander, overseeing 115 aircraft and 2,500 sailors. In the photo above, he poses following his final combat flight.

See page #15 for the identities of this and other 'mystery' veterans. Click the ‘Next’ button below to see the next advisor veteran (or veterans).

                              Honoring Advisors Who Served, page 6

The financial advisor pictured here on the left is affiliated with Raymond James Financial Services as an FA now in Maine, but spent more than 25 years in the U.S. Army, rising to the rank of Lieutenant Colonel in the Adjutant General Corps.

See page #15 for the identities of this and other 'mystery' veterans. Click the ‘Next’ button below to see the next advisor veteran (or veterans).

                       Honoring Advisors Who Served, page 7

This gentleman spent nine years in active duty as an officer in the U.S. Army following his graduation from the U.S. Military Academy before entering the financial services industry. He is now a senior VP, investments, for Raymond James & Associates in Michigan.



 

See page #15 for the identities of this and other 'mystery' veterans. Click the ‘Next’ button below to see the next advisor veteran (or veterans).

                            Honoring Advisors Who Served, page 8

Our second photo montage honoring advisors--in civilian dress and identified for your reading ease--who served our nation.

 

7: Glenn Dornsife, Raymond James & Associates; U.S. Army
8: Wayne Edwards, Raymond James Financial Services; U.S. Air Force
9: Keith Gregg, Strategic Wealth Associates; U.S. Marine Corps
10: Peter Gutekunst, Raymond James Investment Management; U.S. Marine Corps
11: Bill Krebs, Raymond James & Associates; U.S. Army
12: Shane Merritt. Raymond James Investment Management; U.S. Air Force


See page #15 for the identities of all our 'mystery' veterans. Click the ‘Next’ button below to see the next advisor veteran (or veterans).

                             Honoring Advisors Who Served, page 9

Okay, so it would be hard to identify anyone suited this way and flying a U.S. Coast Guard rescue helicopter. This leader in the advisor community, whose efforts on fiduciary training are bearing fruit, served in both the U.S. Army infantry and then graduated from the U.S. Coast Guard Academy (as class president, no less.) Over 10 years of active service and additional years in the USCG Reserve, this gentleman was both an aviator and a watch officer.

See page #15 for the identities of this and other 'mystery' veterans. Click the ‘Next’ button below to see the next advisor veteran (or veterans).

                              Honoring Advisors Who Served, page 10

After graduating from the Air Force Academy, this warrior spent 11 years in the U.S. Air Force then; these days he is a senior VP for investments at Raymond James & Associates in south Texas.

 

 

 

See page #15 for the identities of this and other 'mystery' veterans. Click the ‘Next’ button below to see the next advisor veteran (or veterans).

                                   Honoring Those Who Served, page 11

Pausing from much more serious business in South Vietnam in the 1960s, this U.S. Army soldier of the 75th Rangers, 101st Airborne, would return from service to eventually become a top broker at. E.F. Hutton before shifting gears to become a prolific public relations and ghost-writing professional for the investment advisor community;

See page #15 for the identities of this and other 'mystery' veterans. Click the ‘Next’ button below to see the next advisor veteran (or veterans).

                            Honoring Those Who Served, page 12

Our third photo montage honoring advisors--in civilian dress and identified for your reading ease--who served our nation.


13: Michael Phillip, Raymond James & Associates; U.S. Navy
14: Jeremy Roseberry, McKinley Carter Wealth Services; U.S. Marine Corps
15: Charles Bennett Sachs, Evensky & Katz; U.S. Marine Corps
16: Harry Webb, Raymond James & Associates; U.S. Air Force
17: Michael West, Raymond James & Associates; U.S. Army
18: Woody Young, Chairman Emeritus at Quest Capital Management; U.S. Marine Corps
19: Allen Zick, Raymond James Investment Management; U.S. Army

See page #15 for the identities of this and other 'mystery' veterans. Click the ‘Next’ button below to see the next advisor veteran (or veterans).

                          Honoring Those Who Served, page 13

This graduate of the Naval Academy flew Vietnam combat missions in a F-105 Thunderchief, and retired from the U.S. Air Foce with the rank of Colonel. These days, this gentleman is a VP for investments at a northern Virginia investment advisory firm.

 

 

See page #15 for the identities of this and other 'mystery' veterans. Click the ‘Next’ button below to see the next advisor veteran (or veterans).

Honoring Advisors Who Served, page 14

The photo may be a little fuzzy, but the mind of this U.S. Marine Corps veteran has always been razor sharp. This veteran serves these days as executive VP and General Counsel of a Long Island, N.Y.-based independent broker-dealer. Seen here in his 1993 official photo when he served as president of the Marine Corps Reserve Officers Association, this executive served a total of 42 years of active and reserve service with the U.S. Marine Corps, including service as a Captain for three years as a Judge Advocate in the 1970s, with a return to active duty in 1990 during Desert Shield and then Desert Storm.

See the next and final page for the identities of this and other 'mystery' veterans.

Honoring Advisors Who Served, page 15

Then and Now: Answers to Our Advisor Veteran Photo Challenge


Photo Page 1: One of the few people in the advisor community who is identified by one name, like a Brazilian soccer player, Harold Evensky is the chairman and cofounder of the wealth management firm of Evensky & Katz in Coral Gables, Florida. He is the author of numerous books, is now an adjunct professor at Texas Tech University and among his honors has been membership of the IA25 (including this year). But Harold is also a veteran, serving in the Medical Corps of the U.S. Army as a Captain from 1968-1971 never forget what they did here.

Photo Page 2: U.S. Marine Corps Gulf War Veteran Zohar Swaine served under former Secretary of State Colin Powell and had the privilege of introducing General Powell at the 2011 TD Ameritrade Institutional National Conference. Swaine is the Managing Director of Strategy & Product for TD Ameritrade Institutional.

Photo Page 3: Dick Averitt is chairman and CEO of Raymond James Financial Services (RJFS), but he also served with the U.S. Marine Corps for nine years of active duty as an officer and Naval aviator and then an additional 20 years with the USMC Reserves

Photo Page 4: Our first photo montage page includes names and identities of all those veterans pictured.

Photo Page 5: Ron Pearson is the former Navy aviator who now runs the fee-only planning firm Beach Financial Advisory Service in Virginia Beach, Va.

Photo Page 6: Kimberly Mondonedo is the advisor in the helicopter who spent more than 25 years in the U.S. Army.

Photo Page 7: Ed Sudzina is the former Airborne officer who now toils in Raymond James & Associates' mid-southeast Michigan complex.

Photo Page 8: Our second montage page includes names and identities of all those veterans pictured.

Photo Page 9: That's U.S. Army and U.S. Coast Guard veteran Don Trone behind that helmet; these days he is Chief Ethos Officer (CEO) at Strategic Ethos

Photo Page 10: Jess Cogley is the Air Force Academy graduate and who is now a senior VP for investments at the Cogley Group in San Antonio.

Photo Page 11: Larry Chambers is the former Ranger who writes on a number of advisor-related issues, particularly marketing.

Photo Page 12: Our third and final montage page includes names and identities of all those veterans pictured.

Photo Page 13: This Annapolis graduate and Colonel USAF (Ret.) is Ken Stanley, VP at The Burney Company in Falls Church, Va.

Photo Page 14Colonel Frank A. Tauches, Jr., U.S. Marine Corps Reserve (Ret.), is executive vice president and general counsel at American Portfolios.

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Please see July 4th's Advisors Who Served at AdvisorOne.

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