04-11-2019 11:54 AM
Hey there, Ryan!
How did you know I would do almost ANYTHING for a fun pair of socks! Haha!
Just wanted to stop in to say hello and introduce myself, as requested. I am the Client Experience Coordinator at Quinn Stauffer Financial in Nashville, TN. I have been with the company since 2013, starting as an office administrator to operations and now onto my newly established role focusing on how we make our client experience and interactions with our staff the most valued and memorable ones.
Morningstar plays a big role in that as it gives our clients access to what they want to see. Part of my role is making sure they can access and navigate the client interface as smoothly as possible.
Would love to see how others are uniquely impacting their clients through Morningstar or other avenues. Generally excited to see a forum to share ideas and ask questions.
Thanks for coordinating!
Quinn Stauffer Financial
04-11-2019 11:55 AM
Thank you for setting up this community! My team and I look forward to gaining additional insight from Morningstar and all who use the products!
Grace Kelly, CFP®
First Oak Wealth Management LLC
04-11-2019 06:36 PM
I have been a registered representative and now work as an investment advisor in the Midwest. Former Army veteran and helicopter pilot, travels in Far East, Middle East, and continental US; seminary grad, outdoors man, dog trainer.
Morningstar software has been an important profession tool and collaborator for myself and my clients. My clients have been introduced to their portfolios, educated about investment principles, and reinforced about the value of patience through the various reports. As a fiduciary, I have confidence in the integrity of the data I use from Morningstar.
Professional reputation is all and sustained by having investment tools that can be depended on such as Morningstar products. My desire is to learn from the experiences of others and add to my skills sets. Lincoln once said (I paraphrase), "better to keep your mouth shut and be thought a fool than to open it and prove your critics right.." Hopefully, I can help a colleague along the way.
04-11-2019 07:45 PM
I'm the Founder and President of Stone Oak Wealth Management, LLC out of San Antonio, TX, We are a small & new RIA. I've been in the business for 20 years managing wealth for affluent individuals, high net worth families, small to mid-sized companies, trusts, family limited partnerships, donor advised funds, corporate retirement programs, endowments and foundations
04-12-2019 12:22 PM - edited 04-12-2019 03:20 PM
I would appreciate the opportunity to learn about your journey to independence (fiduciary). @Vet1967, my colleague @JaniceL and I are working on a program to help reps 'go independent' with Morningstar helping along the way - your experience would be very helpful! Please let me know a good time that we could chat. firstname.lastname@example.org. - Thanks!
04-16-2019 11:46 AM
Hi my name is Danette M. I am a financial planner for McKinley Carter Wealth Services. I do most of the administrative coordinating work for two financial advisors. Looking forward to getting my NEW socks...YEAHHHH.
04-16-2019 12:19 PM
Just joined the Morningstar Community.
I'm based in Trinidad and my firm provides investment advisory services to institutional and high net worth clients.
Looking forward to attending MIC 2019 in May !
04-16-2019 12:30 PM
Greetings from Arkansas!
My name is Lauren. I'm a paraplanner for a solo practitioner. I am in Morningstar just about every day updating clients and generating reports. I hope that the knowledge and guidance shared in this community will help me become to Morningstar expert in the office.
04-16-2019 12:39 PM - edited 04-16-2019 12:40 PM
04-16-2019 12:44 PM
Recent convert from hybrid approach at a BD to running my own fee-only RIA. Really enjoying it so far and looking forward to learning from others who have gone before me. Leveraging Morningstar for reporting and billing has been huge for us.
04-16-2019 01:00 PM
My name is Janice. I have been working in the financial industry for over 30 years in the back office capacity. Although I have used Morningstar during that time frame in a smaller capacity; I am looking forward to using it in a more in depth capacity cush as reporting. I am very excited to join the Morningstar Community.
Thank you for allowing me this opportunity.
04-16-2019 01:36 PM
My name is Brian Stover, Investment Specialist with Peoples Bank in Marietta, OH. We manage Trusts & Investment Accounts, as well as our in-house 401(k) plans. I am a graduate of Ohio University, and have been with Peoples Bank for 3 years.
I look forward to seeing what the Morningstar community has to offer and how I may be able to utilize new connections found here to mutually benefit our work.
04-16-2019 01:47 PM
I'm Jeff Grenchik. I am a Wealth Manager at OFM Wealth in Orland Park, IL and I have worked here for 3.5 years. We work do holistic financial planning for clients with at least $500K of investable assets. Before that, I worked as an institutional investment consultant for almost 20 years. Although I have used Morningstar for many years, I am unfamiliar with this Morningstar Community and I am curious to see what it has to offer.
04-16-2019 04:13 PM
I'm a portfolio manager for a trust company in OKC. Looking forward to learning more from the community, and validating Ryan's claim that the socks are as comfortable as they are stylish.