Exclusive Two Day Conference Brings Together the Nation’s Top Advisory Team Leaders
Las Vegas, Nevada (February 2018) – Michael Babyak Jr. II, David Vollmer and Susan Walker attended Barron’s Top Advisory Team Summit, hosted by Barron’s magazine at the Aria Resort in Las Vegas, Nevada. The conference explored leadership within the wealth management industry as well as the latest trends and innovations.
Among the invitation-only guests were top industry experts, Financial Advisors and Investment Strategists in the nation.
This year’s conference was designed to bring together the best minds in the wealth management industry to collaborate on leadership practices, technology and business strategies for an ever-changing market. Attendees also participated in workshops focused on financial planning and investment strategies.
When asked about their experience from the conference Michael and David said “Events like this allow us to hear what is on the minds of our peers and industry leaders. This conference has reaffirmed the significant investments we have made in our team and in new technology that we believe will continue to add value for our clients.”
For more information about Barron’s conferences, please visit www.barrons.com
Participating firms included: Wells Fargo Advisors, Merrill Lynch Wealth Management, UBS Financial Services, UBS Private Wealth Management, Vanguard, Morgan Stanley Private Wealth Management, State Street Global Advisors, Ameriprise, American Funds, Invesco and Deutsche Asset Management.