-: My name is David Brownlow.
I'm a financial advisor with The Murchison Group.
I knew Reid had unquestionable moral character,
and I knew that that would carry over
in the way that he worked with clients,
and I wanted to associate myself
with someone who had that same desire
to put character first, to put the client first.
Basically, it's reflected in our team's mission statement,
which is to make a positive difference in our clients' lives
by helping them make sound financial decisions
and by being a dependable source of wise counsel and calm,
clear thinking, which is particularly important
during times when the markets are very volatile
and by always putting the client's best interest
at the top of our basis for making
any decision about a client's account.
15 to 20 years of banking experience gave me an insight
into the many potential mistakes that clients can make
in managing their own finances,
and that experience has helped me help
my clients today avoid making those same mistakes.
I guess my specialty within our team would be
in the 401K arena.
I sort of take the lead with our 401K business,
and that was really born out of my experience in working
with companies while I was still in the banking world.
Yeah, we manage a portfolio of stocks
and bonds and other investments,
but what we really manage is a portfolio of goals
and objectives for each one of our clients.
When we look at adding a new client,
the first thing that we do is to do a fair amount
of retirement income projections and planning work.
We sort of equate that like a visit
for the first time to the doctor's office.
You wouldn't expect your doctor to give you
a prescription at the beginning
of your first visit to the doctor's office.
You would only expect a prescription to be offered up
after a full physical examination,
and that full physical examination is the medical equivalent
of the work that we do in planning
before we ever recommend a portfolio to a client.
If you look at our tagline for the Murchison Group,
it's "managing wealth for all generations,"
which suggests an emphasis on the concept of family.
I feel like that what I do, what we do,
and the way we work for clients, it's not just a job.
It's a life's calling.
(upbeat music)