Former Miami Dolphins safety Shawn Wooden and his business partner Travis Ruane, who managed $125 million at Principal Securities, have affiliated with Associated Financial Consultants & Investor Services in Fort Lauderdale, Fla.
Associated, in turn, is affiliated with Miami-based Investacorp, a subsidiary of Ladenburg Thalmann Financial Services.
Mr. Wooden, who spent nine years (1996-2004) in professional football, was with Principal for seven years. He began his financial career at Metropolitan Life in 2005.
Mr. Ruane, who worked with Mr. Wooden at Principal as a retirement plan specialist, spent eight years in the financial services industry before joining Associated.
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As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline