Broker Check

OUR PEOPLE

EVERY FIRM TRIES TO ATTRACT THE MOST QUALIFIED PROFESSIONALS, BUT WE PLACE A PREMIUM ON SELECTING ONLY THOSE INDIVIDUALS WHO FIT OUR CULTURE WHILE BRINGING SPECIFIC SKILLS TO THE FIRM.

Our Wealth Managers are all CERTIFIED FINANCIAL PLANNERTM practitioners and have an average of 18 years of professional experience.

Being independent enables Genesis to keep clients' needs front and center as we reinvest in and grow our capabilities. And because Genesis is employee-owned, our associates share a meaningful say in the way we run our business as well as a personal stake in the successes we help to create for clients like you. We believe this is at the core of our unique, collaborative culture. Through the long tenures of our financial professionals, we develop the mutual trust that allows people to speak their minds freely in pursuit of insight.

We seek to grow steadily over time in order to provide the resources to better serve our clients, including a broader range of investment capabilities, new technology to enhance our services, and the finest client support team. To attract and retain the best people over time, we need to be a growing firm with expanding opportunities for our employees.

We all care more about what we do because we know it is our own resources and reputations on the line every day, in everything we do. So, you can trust we understand that our success depends on yours.