Integrity begins with our individual choices to always act in accordance with strong moral principals, no matter the situation. We must act with integrity in all aspects of our relationships, both business and personal. For example, have you ever had a cashier give you too much change? What did you do? A couple phrases that best articulate the meaning or integrity to me include the following:
Each day we are reminded the importance of integrity when offering recommendation to our clients and being upfront and transparent of why the recommendations are in their best interest in accomplishing their goals.
We live with the belief of what we do and how we do it, matters! There is no compromise, we get one chance with integrity and there are no do overs as shared by a colleague.
P.S. If curious about our gym, stop by for a cup of coffee for a tour and learn the building history.
Since 2012 at Rose Street, Scott has been responsible for helping the firm’s individual wealth management clients with income strategies for retirement and consulting with employers with their employee retirement plans. In free time, he enjoys golf, biking, skiing, cooking, and traveling. Fun fact, Scott has a hobby of filling growlers with coins!
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor. Member FINRA/SIPC. Rose Street Advisors is independently owned and operated. #4901824.1
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Rose Street Advisors is independently owned and operated.
Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.
Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities
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