Our internship program introduces candidates to the financial services industry and allows them the opportunity to shadow advisors, conduct financial interviews, illustrate various products, and complete a financial plan.  Upon completion, the candidate will have the insight to determine if an ongoing career is right for them.


Industry Knowledge

Time will be devoted to understanding the activities and characteristics required to be successful as a Financial Advisor.


Advisor Shadowing

Interns will be paired with Financial Advisors to assist in their daily workload. Activities can include client meetings, case preparation, portfolio reviews, etc.


Case Studies

Mock case studies will be worked to learn best approaches to financial planning, portfolio construction, product illustrations, and presentations of results.


Financial Interviews

A series of Financial Opinion Surveys will be completed allowing for communication with the public. This will reveal social skill sets and provide real life interaction around financial topics.


Financial Plan

The program concludes with writing a financial plan utilizing all acquired knowledge during the internship.


Licensing & Registration

For individuals that excel during the internship program and desire to move forward with a career, we will sponsor for the necessary licensing & registration to begin in the industry.


































Does this sound like you or someone you know?  Request a conversation with the appropriate office for more information: 

Daniel VanderSteeg, CFP® Managing Associate  Memphis, TN








Dino Pihakis, Executive Vice President  Birmingham, AL








Mike Prokop, Vice President of Sales  Franklin, TN