FOR IMMEDIATE RELEASE
Contact: Natalie Kaminsky
Tony DuBose Attends Top Independent Advisors Summit
– Exclusive Conference Featured Opportunities for Advisors to Share Knowledge and Perspectives on the Financial Advising Industry –
Orlando, FL – March 24, 2017 – Barron’s Top Independent Advisors Summit wrapped up an exciting three-day gathering of the nation’s top independent advisors today. Tony DuBose, Managing Principal of Legacy Wealth Management, attended this invitation-only conference. The event gave advisors the opportunity to share ideas with peers leading the industry, gain professional insights and skills, and network with like-minded attendees.
Featured speakers at the Advisors Summit included Kareen Abdul-Jabbar (NBA legend, author, and founder of SkyHook Foundation), Salim Ismail (investor, speaker, entrepreneur), and Amy Walter (National Editor of the Cook Political Report).
Many presentations were led by members of Barron’s Top Independent Advisors, leading practitioners in the industry. Their experiences spoke directly to relevant topics faced by independent advisors today. “This conference was an excellent opportunity to hear from cutting edge speakers and attend educational breakout sessions regarding issues affecting our stakeholders,” said DuBose. “I look forward to applying this knowledge to our investment advisory practice.”
About Legacy Wealth Management
Legacy Wealth Management is a wealth management firm located in South Florida providing comprehensive financial planning and wealth management services. LWM offers clients objective, independent investment advice coupled with a sound financial plan that addresses their life goals. Its team of professionals has over 150 years of combined experience working with complex financial matters. Legacy Wealth Management provides investment services through several distinct platforms including professionally managed accounts, mutual funds, individual fixed income securities, private non-traded REIT's, insurance products and more.
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If you would like more information about this news release, please contact Natalie Kaminsky at (954) 474-7100 or email at [email protected]
Securities Offered Through LPL Financial, Member FINRA/SIPC. Investment Advice Offered Through LWM Advisory Services, LLC, A Registered Investment Advisor. Legacy Wealth Management and LWM Advisory Services, LLC Are Separate Entities from LPL Financial.