Former Governor of Florida;
President Jeb Bush& Associates
Jeb Bush was elected the 43rd Governor of the state of Florida on November 3, 1998, and was reelected by a wide margin in 2002. His second term as Governor ended in January 2007.
Bush earned a bachelor's degree in Latin American Affairs from the University of Texas at Austin and moved to Florida in 1981. With partner Amando Codina, he started a small real estate development
company, which grew to become the largest, full-service commercial real estate company in South Florida.
Bush served as Florida's secretary of commerce under Bob Martinez, Florida's 40th governor. As secretary of commerce, he promoted Florida's business climate worldwide. Following an unsuccessful bid for Governor in 1994, Bush founded the non-profit Foundation for Florida's Future, which joined forces with the Greater Miami Urban League to establish one of the state's first charter schools. He also co-authored Profiles in Character, a book profiling 14 of Florida's civic heroes-people making a difference without claiming a single news headline.
Vice Chairman Loomis Sayles & Company, L.P.
Dan Fuss has 53 years of experience in the investment management industry and has been
with Loomis, Sayles & Company since 1976. He is vice chairman of the firm and manages
the firm's flagship Loomis Sayles Bond Fund-which won the 2009 Morningstar Fund
Manager of the Year award in the fixed income category-in addition to the Loomis Sayles
Investment Grade Bond, Investment Grade Fixed Income, Strategic Income, Fixed Income,
Institutional High Income and Global Markets funds. In 2000, he was named to the Fixed
Income Analysts Society's Hall of Fame in recognition of his contributions and lifetime
achievements in the advancement of the analysis of fixed income securities and portfolios.
He has twice been President of the Boston Security Analysts Society. Dan earned a BS and
an MBA from Marquette University. He served in the US Navy from 1955 to 1958 and held
the rank of Lieutenant.
Author, The Gameof Numbers: Professional
Prospecting for Financial Advisors.
Nick Murray is one of the industry's premier speakers, and the author of ten books and a CD program for financial services professionals. His book for clients, Simple Wealth, Inevitable Wealth, is among the most successful privately published books of the last ten years. Nick also publishes a monthly newsletter and "spot coaching" service for advisors, Nick Murray Interactive. He is in his 44th year in the profession of financial advice. Murray was the 2007 recipient of the Malcolm S. Forbes Public Awareness Award for Excellence in Advancing Financial Understanding.
2012 Conference Speakers
|Eleanor K. H. Blayney, CFP®
Eleanor Blayney, CFP® is President of Directions LLC, dedicated to changing the personal finance conversation for women through programs that empower, educate, and engage women in the management of their resources. In January 2010, she was named a "Mover and Shaker" by Financial Planning Magazine based on her efforts to change the way financial advice is delivered to women.
||Norman Boone, MBA, CFP®
Norman Boone, MBA, CFP® is the founder and president of Mosaic Financial
Partners in San Francisco, a firm noted especially for their thoroughness in
providing financial planning for their clients. As part of their process,
Mosaic has developed the retirement withdrawal approach Norm will be talking
about in this session, based on the best industry research available.
Pierre Bossaert, VP, Advice Solutions at Fiserv, has been a leader in the development of best-in-breed technology solutions for the advisor community for over 20 years. Prior to Fiserv, he held positions at Charles Schwab, Citibank and American Express. Pierre is a CFP® and holds a M.S. degree in Financial Planning.
|Joel P. Bruckenstein, CFP
Joel P. Bruckenstein, CFP, is a longtime technology columnist for Financial Advisor magazine. He is publisher of Technology Tools for Today and a co-producer of the Technology Tools for Today (T3) Conference, the only annual technology/practice management conference for independent advisors. Bruckenstein is an internationally acclaimed expert on technology for the financial service industry. He is the co-author of two books: Virtual Office Tools for a High Margin Practice and Tools and Techniques of Practice Management.
Andrew Clipper is a Managing Director of Citi Investor Services and the head of Product Management and Development for Wealth Management Services in North America. Andy is responsible for OpenWealth the first Unified Managed Accounts (UMH) platform supporting distributors of retail wealth management services such as banks, broker/dealers and insurers. OpenWealth is the winner of the 2011 and 2010 MMI Innovation of the Year, 2010 Product of the Year, 2010 ICFA Most Innovative Product and the 2009 Fund Action SMA Player of the Year.
|Anthony Davidow, CIMA
As managing director and portfolio strategist, Mr. Davidow's primary focus is to provide
strategic viewpoints on financial markets for Guggenheim Investment's ETF business. In this role, he is
also responsible for developing, marketing and positioning the firm's ETF strategy and
training key sales personnel on the use of these products.
Marian Davis is a Director TIAA-CREF's Institutional Client Services division in which she leads a team of licensed financial consultants. Marian has been an active participant and sponsor in TIAA-CREF's Women's initiative and focus on the financial planning needs of women.
Marian holds a Bachelor's degree in Economics from Smith College. She is a FINRA registered representative and holds a number of securities and insurance registrations and licenses.
TIAA-CREF Individual & Institutional Services, LLC and Teachers Personal Investors Services, Inc., members FINRA, distribute securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association (TIAA) and College Retirement Equities Fund (CREF), New York, NY.
|Kim Guimond Dellarocca
Kim Guimond Dellarocca is a Director for Pershing, a BNY Mellon company, where she is global head of Segment Marketing and Practice Management. In her role, Ms. Dellarocca is responsible for the strategic marketing and practice management plan development for Pershing's broker-dealer, advisor and hedge fund business units. This includes the development marketing and practice management programs to help bring customers to Pershing, and help those already with Pershing to manage and grow their businesses more effectively.
Lisa DeSimone is Senior Vice President, Head of Finance and Strategy for the Retirement Plan Services business at Lincoln Financial Group. Lisa is responsible for planning, coordinating, and administering the Retirement Plan Services financial operations to meet the company's overall objectives for the business.
Rocco DiBruno, director of Thornburg's Retirement Group, has over 25 years experience working with financial advisors and plan sponsors in retirement plan sales, consulting, marketing, and product development. Prior to joining Thornburg, Rocco was vice president and regional sales manager at Merrill Lynch. Rocco is a graduate of Temple University in Philadelphia, PA and has a BA in Business Management.
John Diehl is senior vice president, Strategic Markets for the Wealth Management segment of The Hartford. Diehl is responsible for enterprise marketing programs, including The Hartford's relationship with the MIT AgeLab. In addition, he overseas Advanced Markets, which provides training for financial advisors in advanced financial planning concepts.
Steven Dobbe, Vice President American National Insurance. Steven begins his 25th year in financial services having the unique perspective of working in both a brokerage general agency and a home office setting. He currently leads the ANICO team review of money managers for the defined contribution and defined benefit platforms.
Ric Edelman is an acclaimed advisor, twice named by Barron's as the #1 Independent Financial Advisor in the nation. He is Chairman and CEO of Edelman Financial Services, which manages more than $7 billion for clients across the country. Ric hosts radio and television shows heard and seen by millions of people every week and is also the #1 New York Times best-selling author of seven books. For more information, visit RicEdelman.com.