It’s important to understand my clients’ values—what really matters to them—such as family, faith, social causes, or environmental concerns. I move clients away from chasing returns and toward crafting an investment portfolio based on these values, to deliver results over their time horizon, allowing them to live out their dreams and enjoy the fruits of their labor. We’re able to connect with clients on a deeper level as we become one team focused on their goals, versus how well the market performed.
John W. Tulloss III
Senior vice president/Wealth advisor
Greenville, NC