Why I Became a Financial Advisor

Like many people, I didn’t always know what I wanted to do with my life. But I did know I wanted a career I was passionate about and allowed me to make a difference.


While my career didn’t start in finance, I had always found it fascinating. Since the mid-1970s, I had been investing on my own with the help of a broker at EF Hutton. In 1983, I was looking for a career change after getting out of the retail card shop business, and my broker said I should interview with them for an open position they had at the time.


I took his advice, aced the “cold calling” challenge, and quickly discovered that I had a knack for describing investments in a way that clients understood them without feeling overwhelmed. You could say it was the best career advice I ever received, and I’m glad I followed it.