Executive Insights: Wealth Management

It’s always good to have a solid financial expert in your corner. But when times are challenging and the markets are roiled, it’s even more important. We gathered five wealth management professionals to talk about the latest developments in the industry and get their takes on what investors need to know in the current climate. Business First publisher Lisa Benson moderated the discussion with Joe Reeves, chief executive officer of ARGI; Dean Donohue, chief executive officer of Encore Wealth Management Group; Scott Olinger, CEO of Harding, Shymanski and Co. PSC.; John Gardner, director and market executive Merrill Louisville; and Kellie Sheryak, senior vice president for UBS Financial Services Inc. The participants paid for a seat at the table for this discussion.

Click here to read the full article published by Lousiville Business First.

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