A firm defined by its people

A firm defined by its people

Shawn Kenney, Independent Financial Advisor

"I talked with a number of firms, but when I visited Memphis, I was just blown away. The culture of the firm, the resources, the people – they have all made a huge difference in my ability to grow my practice."

Shawn Kenney knew the most important decision of his professional career – after deciding to go independent – would be choosing the right firm to partner with. He quickly discovered that all firms are not created equal, especially when it comes to serving the needs, and respecting the autonomy, of the independent advisor. After meeting with and visiting a number of boutiques and large regionals, and feeling not entirely certain he would ever find just the right fit, Shawn came to Wunderlich.

“For me, the two biggest factors when it comes to assessing a firm’s commitment to its advisors are the firm’s investment in technology and its people,” says Shawn. “We have the best technology platform available anywhere. And the people who work here, supporting me and my clients, are simply the best in the industry and it’s not even close.”

Choosing Wunderlich, it turns out, was one of the easiest decisions Shawn has had to make.

“For the independent advisor, we’re not on a level playing field with the major firms,” adds Shawn. “I actually think we are way ahead of them.”

Meet more of the team.