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<v ->My name is David Brownlow.</v>
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I’m a financial advisor with The Murchison Group.
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I knew Reid had unquestionable moral character,
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and I knew that that would carry over
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in the way that he worked with clients,
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and I wanted to associate myself
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with someone who had that same desire
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to put character first, to put the client first.
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Basically, it’s reflected in our team’s mission statement,
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which is to make a positive difference in our clients’ lives
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by helping them make sound financial decisions
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and by being a dependable source of wise counsel and calm,
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clear thinking, which is particularly important
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during times when the markets are very volatile
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and by always putting the client’s best interest
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at the top of our basis for making
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any decision about a client’s account.
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15 to 20 years of banking experience gave me an insight
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into the many potential mistakes that clients can make
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in managing their own finances,
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and that experience has helped me help
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my clients today avoid making those same mistakes.
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I guess my specialty within our team would be
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in the 401K arena.
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I sort of take the lead with our 401K business,
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and that was really born out of my experience in working
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with companies while I was still in the banking world.
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Yeah, we manage a portfolio of stocks
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and bonds and other investments,
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but what we really manage is a portfolio of goals
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and objectives for each one of our clients.
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When we look at adding a new client,
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the first thing that we do is to do a fair amount
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of retirement income projections and planning work.
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We sort of equate that like a visit
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for the first time to the doctor’s office.
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You wouldn’t expect your doctor to give you
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a prescription at the beginning
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of your first visit to the doctor’s office.
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You would only expect a prescription to be offered up
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after a full physical examination,
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and that full physical examination is the medical equivalent
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of the work that we do in planning
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before we ever recommend a portfolio to a client.
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If you look at our tagline for the Murchison Group,
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it’s “managing wealth for all generations,”
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which suggests an emphasis on the concept of family.
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I feel like that what I do, what we do,
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and the way we work for clients, it’s not just a job.
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It’s a life’s calling.
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(upbeat music)