2021 Forbes/SHOOK Top Advisor Summit in Las Vegas
Patrick Wren, Private Wealth Advisor, and Mary Zembis, Client Service Manager, were thrilled to join the 2021 Forbes/SHOOK Top Advisor Summit in Las Vegas– a gathering of industry leaders in the wealth management space. This exclusive event, which took place in Las Vegas on October 4-6, 2021, featured speakers who represent over $1.3 trillion in assets under management and provided a forum for serious-minded professionals to discuss the industry’s top trends, best practices, and financial strategies.
Attendees and speakers alike will connect to explore the key issues facing the world of wealth management and develop innovative tactics to help elevate the industry to the next level.
To learn more about the Forbes/Shook Summit, click here.