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What are the best and worst attributes you look for (or look to avoid) in an advisor?

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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.”

- Mary R., 74
Atlanta, Ga.

More than ever, in times like this with the economy being like it is, I want someone who knows how to keep my money safe. I don’t like slick salespeople.”

- Jon M., 61
Denver, Colo.


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