November 22, 2016
- President, TD Ameritrade Institutional
The holiday season is a time to reflect on the past year and look forward to new opportunities. As I look back on 2016, I am filled with pride knowing that there are advisors like you who always put your clients first. And there’s no greater evidence of this than the Human Finance Project.
Thank you to the hundreds of advisors who took the time to share your stories. You showed us what it truly means to be a financial advisor, one story at a time. It’s clear to me that you really care about the people behind the accounts. It’s because of your efforts that they’re able to make joyful memories year after year, especially during the holiday season.