Stacy Bush Attends Private Wealth Symposium
Staff Report From Valdosta CEO
Tuesday, May 10th, 2016
Stacy Bush of Bush Wealth Management attended LPL Financial’ s Private Wealth Symposium, held May 2-4, 2016 at St. Regis Monarch Beach in Dana Point, CA.
This invitation-only symposium brought together LPL’s finest advisors serving affluent families and institutional clients to participate in a focused curriculum addressing advanced planning, practice management and investment topics specific to this client segment.
Gary Carrai, Senior Vice President, LPL Private Client said, “We congratulate Stacy Bush on his selection to represent Bush Wealth Management at this exclusive event. The goal of the Private Wealth Symposium is to truly challenge our best advisors to strengthen and grow their practices by featuring an agenda which focuses on how to effectively market to, win, and serve today’s high-net-worth investors."
Stacy Bush, Wealth Advisor & CEO of Bush Wealth Management said, “The Private Wealth Symposium provided an outstanding mix of the high caliber general sessions and purposefully curated breakout sessions, discussing the tools and tactics that will help to most effectively serve our clients’ needs. Additionally, the ability to connect and interact with other advisors and LPL home office leaders made it an amazing experience. The knowledge we gained at this gathering from industry-leader experts will certainly empower our team to better serve our clients.”