Western International Securities Managing Director, Carolyn Armitage, spoke on Succession Planning at Securities Industry and Financial Markets Association (SIFMA) Conference

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One of the industry’s most prestigious meetings, SIFMA’s Private Client Conference, was recently held in Boston, MA

Securities Industry and Financial Markets Association (SIFMA) brings together the financial services industry’s top leaders annually for their Private Client Conference. This year, Western International Securities was represented by Carolyn Armitage, one of its Managing Directors, who served as a panelist on “The Great Transfer; The Need for Succession Planning” session.

With the average age of Financial Advisors increasing, acquisition and succession planning is going to offer some of the greatest opportunities in our industry for the next 15 years. This panel of private client executives shared their strategies for successful succession planning from valuing your business to hand-picking the best solution for clients.

Carolyn is a Certified Financial Planner (CFP®), a Certified Investment Management Analyst (CIMA®) and has over 20 years of experience in financial services. She is also a member of SIFMA’s Marketing Managers’ Roundtable.

“We’re extremely pleased to have Carolyn participate as a panelist this year and be a part of the Marketing Managers’ Roundtable. Her background makes her uniquely qualified to serve on this panel.” said Donald Bizub, Chief Executive Officer of Western International Securities. “Western has over 250 registered representatives and is rapidly growing its business through J.P. Morgan Clearing Corp. and Pershing, LLC.” said Bizub.

Western International Securities is among the largest independent broker/dealers clearing through J.P. Morgan Clearing Corp. Through its clearing relationship with J.P. Morgan Clearing Corp. and Pershing, LLC, the firm is able to provide its Advisors with state-of-the-art financial services and support. Established in 1995, the firm is headquartered in Pasadena, CA and maintains offices in all major financial centers nationwide.

If you’d like more information, please contact Ecri Gutierrez at ecri(at)wisdirect(dot)com or
626-793-7717. Western International Securities, 70 South Lake Avenue, Pasadena, CA 91101, http://www.wisdirect.com.

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Ecri Gutierrez
Western International Securities
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