Wunderlich Celebrates 20 Years
Founder and CEO Gary Wunderlich reflects on the firm's success and bright future
In 2016, Wunderlich Securities reached a significant milestone: 20 years in business. We’ve learned a lot in that time, particularly to be grateful for the relationships – both personal and professional – that we enjoy with our clients.
And we’ve held fast to our guiding principle: always make serving the best interests of our clients our primary focus. This idea to always put our clients first is what motivated us to bring in top professionals with noted financial expertise, invest in leading-edge technology to give our advisors and clients every advantage, and make strategic acquisitions to broaden the services we offer.
It’s an idea that sustains us still, even as we’ve evolved from a 10-person company in Memphis to a full-service regional firm with over 450 professionals in 25 offices across 17 states, over $10 billion in client assets and a future filled with possibility.
But for all the hard work, prudent growth and dedication to serving our clients with integrity and accountability, we know the real reason for our success these past two decades has always been our clients.
On behalf of all of us here at Wunderlich, thank you for the trust you place in us as your partner in building your financial future, as we look to ours with purpose and confidence.
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Gary Wunderlich, CEO