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      Our Firm

      December 21, 2017

      Tom James Recognized as an Industry Icon by InvestmentNews

      Tom James, Chairman Emeritus for the firm, was recently recognized by InvestmentNews as an icon who has shaped and transformed the financial advice profession. Read the full article or watch what he has to say about his 50-year journey.

      Tom James is a 2017 Investment News "Icon & Innovator"

      Tom James is a 2017 Investment News "Icon & Innovator"