In the investing industry, the line between what is best for the client and what is best for the financial advisor is easily fuzzy. By the very nature of our profession, financial advisors have an agenda that can conflict with the client. The primary purpose of this unusual narrative is to help you by revealing what most financial advisors won’t. The objective of my message is to empower you by pulling back the veil on Wall Street and provide you with information that can help enable you to become a more informed and responsible investor. What is paramount to understand is that investment products and strategies are not evil; people are. Regrettably, far too often, investors are sold products and strategies that are misrepresented and mispriced or used in an abusive manner. Trying to figure this stuff out can be a daunting task. I get it, which is why I put my pen to paper to create this thought-provoking read.
3-7955 Call (904) 27 l ai or em dvisors.com wellsfargoa s@ pa ap .p ry har copy for a FREE
Managing Director - Investments
Harry Pappas Jr. CFP®
Managing Director-Investments • Certified Estate and Trust Specialist (CES) 1000 Sawgrass Village Suite 103 • Ponte Vedra Beach, Florida 32082 904-273-7950 • www.pappaswealthmanagementgroup.com Wells Fargo Advisors, LLC, Member SIPC is a Registered Broker-Dealer and a separate non-bank affiliate of Wells Fargo and Company Minimum portfolio size is $250,000. Exceptions may apply.