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May 29, 2011 at 09:26 AM
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.
Our third photo montage honoring advisors–in civilian dress and identified for your reading ease–who served our nation.
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.
