Wealth Management Independence

Wealth Management Independence (WMI) is a company solely dedicated to providing editorial and training content for Financial Advisors who work in the independent channel. The two pillars of WMI are (1) Paul's weekly LinkedIn Editorials and Videos and (2) WMI's Website. The latter is a repository of training content and knowledge accumulated over 35+ years on Wall Street. My colleague of 10+ years, Maria Felice, is the Business Manager for WMI. In addition to WMI, I work full time as Managing Director and Head of Internal Sourcing for Steward Partners based out of NYC. In my role, I educate and advise wire-house Financial Advisors on the benefits of independence especially as it relates to Steward Partners two models: W-2 and 1099 Affiliate.