2022年12月14日

得到它!莱斯利·安德鲁斯摄影公司认为自己不仅仅是一个财富管理建议的分发者。“我是一个善于建立关系的人。我喜欢把人们团结起来，”他说。哈里伯顿是牙买加移民的儿子，出生于纽约市，在成为财务顾问之前，他曾在纽约州和佐治亚州担任警察。哈里伯顿今年40岁，在乔治亚州立大学获得政治学学位后加入美林。“我的父亲和母亲都没有读完高中。我记得我妈妈告诉我，她想让我成为家里第一个上大学的人。”哈里伯顿说。“我妈妈教了我很多。我一直记得她说过的话:“当你成为一个男人，不要抱怨现状——只要解决它。” For Halliburton, starting with Merrill was a defining moment. “I saw this as a chance to help families build, grow and protect their legacy,” said Halliburton, who joined Merrill six years ago after working at Panton Equity Partners, an Atlanta private equity firm. Today, Halliburton is a senior financial advisor overseeing a three-person wealth management practice called the Halliburton Group. The Atlanta-based practice manages assets for 100 households. Halliburton’s clients are small business owners in the service, manufacturing, entertainment and health care industries. To help grow his wealth management practice, Halliburton came up with the idea of creating business advisory networks. The setup is simple: business leaders from different industries agree to meet once a month with small business owners for a one-hour Zoom meeting. During the meetings, each of the participants outline an issue and seek advice from other business owners and professionals on the call. MORE FOR YOU “The idea here is to connect these people to other professionals who have the knowledge and resources,” Halliburton said. “Maybe they are looking for financing, they need human capital or they have some other problem they need to solve.” The concept has been a big hit with clients. Judges at the Forbes/SHOOK Top Next-Gen Advisor Summit in Detroit liked it, too. They named Halliburton winner of the Forbes/SHOOK Best Idea Contest. So far, Halliburton has created two networks – one in Atlanta and another in Chicago. The Atlanta network is run by private equity executive David Panton while the Chicago network is headed by Mia Jackson, a medical surgical supply company executive. He plans to expand the concept nationally. Halliburton said the networks help existing clients, but also bring in new business. (Before joining the network, an individual must be a Merrill Lynch client working with the Halliburton Group.) Halliburton said he sees himself as a resource and a connector to other professionals. By taking this approach, Halliburton said he is helping clients create a legacy for both themselves and their families. “This is a legacy network, a peer-to-peer business referral group backed by the resources of Merrill Lynch and Bank of America