Tony Sirianni Interview: Joely Meighan – Regional Director at D.A. Davidson & Co.
Our publisher sat down with Joely Meighan, D.A. Davidson’s newest Regional Director. With 25 years of experience, Joely shares her thoughts on diversity in the industry, her experiences, and what she sees for the future of wealth management.
Why did you get into the wealth management business?
Growing up in Great Falls, Montana, I was introduced to D.A. Davidson at a young age. I had the opportunity to work for the firm during high school and got an early taste of the business. While I didn’t stick with it initially, I did come back based on the people and the experience. Very early, I realized this could be a great career for me and not just a job.
Have you seen our industry become more diverse and inclusive in recent years?
Definitely! I think some of the large firms have led but the industry is following. I feel very lucky to be a part of a firm that has a history of rewarding diverse employees for their hard work and professionalism. While we all have much more work to do, I feel an awareness and think progress is being made.
What part of the advisor business will never change?
The financial advisor/client relationship is not going away. I think the robo movement has only proven that. As clients’ lives become more complex, and they usually do, the desire and need to discuss those intimate details with a professional are apparent. The role played by our advisors in those very important moments in a client’s life is only expanding.
What three things differentiate your company from the competition?
We are open and receptive, we take pride in being nimble, and we cherish our culture. With our openness, we respectfully listen to each other, listen to the client, and work together to create the best outcome. We collaborate across business units and within business units to break down any silos and cultivate new ideas. This leads to us being nimble. I think the firm is really good at being nimble and responsive, and that is unique, and clients and advisors recognize that effort. And finally, I know that most firms would say culture is important, but here it is something we all live by and can articulate…which I think sets us apart because we truly breathe life into the concept of culture in all that we do and all that we are.
What advice would you give to someone just entering the wealth management business?
This business is a noble one! Do your research and consider a career in wealth management. The value financial advisors add to clients’ lives are incredible and in some cases, life changing.
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