We’re like firms used to be

We’re like firms used to be

Ted Cashion, Branch Manager

"We accommodate the advisor. The focus is on gathering assets and whatever works for you and your clients."

As manager of the Memphis branch at Wunderlich, Ted Cashion knows there are as many ways to run a business as there are advisors. The advisors in his branch have joined Wunderlich from wirehouse firms, large regionals and even small boutiques, but each was looking for the same thing – a firm that allows them the freedom to work and build a business the way they want.

“Our attitude is if it’s good for the client, then we are going to do everything we can to support it,” says Ted. “We are a small firm, but we certainly aren’t tiny, and we have major wirehouse technology at our disposal through First Clearing. I have a tech background having run IT for a brokerage firm for seven years, and our tech platform is about as good as I have ever seen.”

Meet more of the team.