Custom Website Assets for Compliance Review Only

For compliance to review and comment if changes to asset are needed. Please note the asset number.
Asset No. Asset Type(s) Asset Description (if needed) Asset
1 Links Top Nav Bar
2 Image, Links Header and Site Navigation
3 Image Homepage main image Man and woman
4 Image Schedule Consultation image Ready to Explore?
5 Image Link What to expect homepage image - not actual text What to expect?
6 Image Link Important information homepage image - not actual text Important Information
7 Image Link Four areas homepage image - not actual text What to expect?
8 Image Homepage content image Building
9 Image "Meet the professionals" page background image Meet the professional background image
10 Image Bottom navigation background image bottom navigation
11 Image "Important Information" page background image Important Information page background image
12 Image "Questions to ask your financial advisor" to page background image Questions to ask your financial advisor to  page background image
13 Image Four areas of wealth management page background image Four areas of wealth management page background image
14 Image Resources page background image Resources page background image
15 Image Contact page background image Contact page background image
16 Image Map background for location on contact page Contact page map background image
17 Links, Image Bottom navigation
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals