Built By An Advisor Who
Wanted A Better Option
WCG CEO Jimmy Lee started his career in financial services in 1995, straight out of college, and he was self-employed from his first day in the business. That shaped everything that came after it. He has never worked anywhere that someone else guaranteed the outcome.
He spent nearly two decades managing branch offices and supervising advisors inside two Fortune 100 firms. It was a close look at what large organizations do well, and an equally close look at where they leave advisors boxed in and clients underserved. Advisors who wanted to build something of their own had to give up real resources to do it. Clients who needed coordination across their whole financial life usually got a portfolio and a phone number.
Every Capability Here Started As A Problem An Advisor Had
Our Advisor Resource Center exists because a solo practice can't afford to hire an estate specialist. The investment committee exists because no advisor should be running allocation research alone at eleven o'clock at night. The planning team exists because comprehensive planning is hard to deliver consistently when you're also running an office.
None of that was theoretical. It came from a founder who was doing the work himself and knew exactly where the gaps were. What began as one advisor's frustration is now infrastructure that every WCG advisor uses, built and staffed by people whose full-time job is making the advisor across the table better at theirs.
Our leadership has grown to match.
WCG's executive team now includes people who ran businesses and built platforms at LPL Financial, Emigrant Partners, Allworth Financial, MassMutual and Citi, along with investment and strategy talent from Raymond James, Invesco, Merrill Lynch, Barclays Capital, RBC Capital Markets and Brown Brothers Harriman. An advisory board of wealth management veterans counsels the firm on growth, technology and how it supports the advisors who affiliate here.
Image: Andy Kalbaugh, President, Jason Ehrlich, CFO, Jimmy Lee, CEO