Pursuing what matters most when you go independent
The trend of breaking away seems to have intensified a year after most employee-advisers were suddenly left without the resources or supervision of daily office life.
For Anthony David, taking his business independent was also deeply personal.
The father of three, a first-generation Filipino American, was approaching 20 years at Morgan Stanley when his second son arrived 14 weeks prematurely in 2019. For the next four months, David continued to serve his clien
Learn more about reprints and licensing for this article.
