RubinBrown: One Firm, A Tradition of Trust

RubinBrown: One Firm

how team members have come together to achieve significant success in accomplishing a client’s objectives, as well as reinforcing the power of our one firm culture. In the final stages of Anheuser-Busch Company (AB) being acquired by InBev, Anheuser-Busch hired RubinBrown’s Wealth Advisors to manage an early retirement package it was offering to thousands of employees nationwide. The project involved large teams traveling to Anheuser-Busch locations across the country, presenting on wealth management basics and the specifics of the retirement package being offered, and then meeting one-on-one with any AB employees that desired additional information. In addition, all of it had to be done within a matter of weeks.

“ We embrace and see one firm as the right model and are happy to put the firm’s interest before our group’s own interest. We help teams and lead teams, so we have a broader approach to solutions. It’s all about what’s in the best interest of the client. ”

Partner, 25 years of service As the contract was being finalized, only two weeks remained until the project was to begin. Although the firm’s entire Wealth Advisory group comprised only 10 professionals and could never undertake such a large project on its own, the firm’s

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