In the Media
Kent Patrick on Being a Young Professional in Valdosta
Click to listen to Kent talk about what its like being a young professional in Valdosta
Stacy on Leadership & Collaboration in the Valdosta Community
Click to listen to Stacy talk about the great leadership within Valdosta and Lowndes County
Kent Answers "What Questions to Ask Your Financial Advisor"
Click to listen to Kent talk about the questions you should be asking your financial advisor.
Learn More About Stacy's Life Passions
Click to listen to Stacy's talk about what his passions in life are.
Stacy Featured on WTXL News
Click to listen to Stacy speak about teaching kids financial responsibility.
Stacy Answers Most Commonly Asked Question on Social Security
Click to listen to Stacy talk about one of the most common questions he gets asked - When do I take Social Security?
Kent on Who's Considered an Ideal Bush Wealth Client
Click to listen to Kent talk about who would be considered an ideal Bush Wealth client.
Stacy Featured on Fox News Radio Nationwide
Click image to listen to Stacy's segment, "Are Your Kids Depleting the Bank of Mom & Dad?"
Stacy Attends Barron's Top Independent Advisors Summit
STACY BUSH AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S TOP INDEPENDENT ADVISORS SUMMIT
Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers
Stacy Bush, Wealth Advisor, attended the fifth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the JW Marriott Desert Ridge, March 19 - 21 in Phoenix, AZ.
75 of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 26, 2013 issue, were in attendance. This annual ranking is the basis for the Top Independent Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. The top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers.
“I felt greatly honored to be able to attend a learning event with some of the nation’s top financial advisors.” said Bush.
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Independent Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.
“America needs wise and proven financial leadership. This conference brings together the best advisors in the country to share information and ideas toward one goal – to better serve their clients, their families and their communities,” said Ed Finn, editor and president of Barron’s. “The financial markets and investing are more complex than ever. These leading advisors will leave this conference better equipped to help their clients find investing opportunities, avoid market traps and achieve financial well-being.”
Stacy was one of approximately 400 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event. Associated participating firms included: Advisor Group, Ameriprise Financial Services, Charles Schwab, Commonwealth, Fidelity Investments, Interactive Brokers, LPL Financial Services, Pershing, Raymond James, TD Ameritrade Institutional, and Wells Fargo Financial Network.
Barron’s (www.barrons.com) is America’s premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come. As a result, Barron’s is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
The “Barron’s Top 100 Independent Financial Advisors” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.
Attendees of the Barron’s Conference were comprised of the independent advisors listed in “Top 100 Independent Financial Advisors”, (August 26, 2013) as well as financial advisors who were chosen by Barron’s or their associated firms.