The Big Picture

MAY 13, 2025

And there were multiple iterations before personal advisor, personal advisor, which we launched in 2015. So I think we, we had a couple of goes at it before we perfected what I had the really the privilege to lead in 2015. That’s the offer you just referenced. Well over 350 billion now, serving hundreds of thousands of clients.

Clients 130

Clients Investments Investing Management 130

Nationwide Financial

DECEMBER 30, 2022

This conversation with my friend provides a perfect example of just one of many important life events with significant financial ramifications that many members of the LGBTQ+ community approach differently. Financial Implications of Marriage.

Clients 52

Clients Planning Retirement Planning Taxes 52

Sara Grillo

SEPTEMBER 26, 2022

In early 2015, Scott sold his ownership interest in the firm. Several years after the combined merger, Scott went on to grow the combined firm from advising approximately $60 million in client investment assets under management to more than $1.4 He started Firstmetric a few years later.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59