Branch Manager Panel (September 17, 10:00 AM - 12:00 PM)

This panel of experienced branch managers will discuss some of the most important aspects of their business and management skills that have made them successful. This session will be very interactive, with substantial time for Q&A.

Timothy M. Ballard
Senior Vice President - Wealth Management
Branch Manager
Citi Smith Barney

Will Deupree
Branch Manager
Morgan Keegan

Other Panelists TBA

Financial Advisor Panel (September 17, 3:00 - 5:00 PM)

Our panel of FAs come from various experience levels and are largely representative of branch office FA profiles. They will discuss what they look for in a branch manager and how the branch manager can help them build or expand their individual businesses. This session, as with the Branch Manager Panel, will be highly interactive with program participants.

Panelists TBA