Monday, February 19 , 2018, 9:52 pm | Fair 47º

 
 
 

Micheel Named Among ‘Best of Best’ Financial Advisers

The longtime Smith Barney wealth management leader is chosen by Barron's Magazine for "Winner's Circle" status.

Bruce L. Micheel, senior vice president-wealth management of The Micheel-Gamberdella Group at Smith Barney, recently attended the fourth-annual “Top Advisers Summit” at the Boca Raton Resort & Club in Boca Raton, Fla.

Bruce Micheel
Bruce Micheel
The summit was hosted by Barron’s Magazine and the Winner’s Circle Organization, which was founded by R.J. Shook in 2001 and promotes best practices in the industry and the value of advice to the investing public.

Micheel was joined by 85 of the Top 100 Financial Advisers in the United States, as ranked by The Winner’s Circle and published in Barron’s April 21 issue. These industry leaders conducted workshops and panels that explored current issues in wealth management — from marketing to the affluent, to defining and evolving practices as the marketplace changes. Small roundtables were led by the top financial advisers on 12 different topics, ranging from facing industry challenges to operating a large retail practice.

“It was an honor to be a part of this event and to meet other professionals who share the same integrity and passion for this industry,” Micheel said. “Discussing best practices one-on-one with the top financial advisers across the country was a unique experience. It will be beneficial to bring these insights back to my firm and my clients.”

Also in attendance were nearly 500 financial advisers who were selected by their firms to participate in the event. Companies represented included AIG Advisor Group, Ameriprise Financial, Credit Suisse Securities (USA) LLC, Deutsche Bank, LPL Financial Services, Merrill Lynch, Morgan Stanley, RBC Wealth Management, Robert W. Baird & Co., Smith Barney, UBS Financial Services and Wachovia Securities.

“The Summit has become a benchmark event for the financial-adviser community and proved to be an excellent time to hold this conference to generate ideas to help deal with the current market turmoil,” said Edwin Finn, Barron’s president. “The top financial advisers came together with other industry leaders to share information and be proactive about finding solutions for their clients and for the industry overall.”

Smith Barney is a division of Citigroup Global Markets Inc.. Allie Reilly is a media coordinator for Citigroup Global Markets Inc.

  • Ask
  • Vote
  • Investigate
  • Answer

Noozhawk Asks: What’s Your Question?

Welcome to Noozhawk Asks, a new feature in which you ask the questions, you help decide what Noozhawk investigates, and you work with us to find the answers.

Here’s how it works: You share your questions with us in the nearby box. In some cases, we may work with you to find the answers. In others, we may ask you to vote on your top choices to help us narrow the scope. And we’ll be regularly asking you for your feedback on a specific issue or topic.

We also expect to work together with the reader who asked the winning questions to find the answer together. Noozhawk’s objective is to come at questions from a place of curiosity and openness, and we believe a transparent collaboration is the key to achieve it.

The results of our investigation will be published here in this Noozhawk Asks section. Once or twice a month, we plan to do a review of what was asked and answered.

Thanks for asking!

Click here to get started >

Support Noozhawk Today

You are an important ally in our mission to deliver clear, objective, high-quality professional news reporting for Santa Barbara, Goleta and the rest of Santa Barbara County. Join the Hawks Club today to help keep Noozhawk soaring.

We offer four membership levels: $5 a month, $10 a month, $25 a month or $1 a week. Payments can be made through PayPal below, or click here for information on recurring credit-card payments.

Thank you for your vital support.



Reader Comments

Noozhawk is no longer accepting reader comments on our articles. Click here for the announcement. Readers are instead invited to submit letters to the editor by emailing them to [email protected]. Please provide your full name and community, as well as contact information for verification purposes only.

Daily Noozhawk

Subscribe to Noozhawk's A.M. Report, our free e-Bulletin sent out every day at 4:15 a.m. with Noozhawk's top stories, hand-picked by the editors.

Sign Up Now >