For me, it's honesty. I want a straight shooter. I have been burned in some investment opportunities over the years, so I put my top priority in an advisor as being somebody I have faith to do right by me. As you can guess, dishonesty is the worst attribute."
- David R., 68
Memphis, Tenn.
My advisor is very, very professional and well prepared. He is also good at making a personal relationship with me and my husband. I don't like advisors to be pushy."
