The Murchison Group Logo, Wilmington NC

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<v ->My name is David Brownlow.</v>

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I’m a financial advisor with The Murchison Group.

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I knew Reid had unquestionable moral character,

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and I knew that that would carry over

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in the way that he worked with clients,

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and I wanted to associate myself

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with someone who had that same desire

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to put character first, to put the client first.

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Basically, it’s reflected in our team’s mission statement,

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which is to make a positive difference in our clients’ lives

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by helping them make sound financial decisions

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and by being a dependable source of wise counsel and calm,

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clear thinking, which is particularly important

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during times when the markets are very volatile

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and by always putting the client’s best interest

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at the top of our basis for making

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any decision about a client’s account.

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15 to 20 years of banking experience gave me an insight

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into the many potential mistakes that clients can make

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in managing their own finances,

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and that experience has helped me help

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my clients today avoid making those same mistakes.

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I guess my specialty within our team would be

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in the 401K arena.

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I sort of take the lead with our 401K business,

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and that was really born out of my experience in working

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with companies while I was still in the banking world.

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Yeah, we manage a portfolio of stocks

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and bonds and other investments,

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but what we really manage is a portfolio of goals

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and objectives for each one of our clients.

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When we look at adding a new client,

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the first thing that we do is to do a fair amount

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of retirement income projections and planning work.

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We sort of equate that like a visit

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for the first time to the doctor’s office.

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You wouldn’t expect your doctor to give you

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a prescription at the beginning

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of your first visit to the doctor’s office.

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You would only expect a prescription to be offered up

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after a full physical examination,

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and that full physical examination is the medical equivalent

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of the work that we do in planning

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before we ever recommend a portfolio to a client.

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If you look at our tagline for the Murchison Group,

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it’s “managing wealth for all generations,”

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which suggests an emphasis on the concept of family.

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I feel like that what I do, what we do,

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and the way we work for clients, it’s not just a job.

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It’s a life’s calling.

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(upbeat music)