Insights & Commentary

Justin McCurdy Passes Series 7 Exam

After months of late night study sessions and practice exams, Justin McCurdy passed his Series 7 licensure examination! The Series 7 exam, also known as the General Securities Representative Exam, is an entry-level exam that qualifies the individual for registration with all self-regulatory organizations to trade corporate stocks and bonds. It is administered by the Financial Industry […]

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Scannell Wealth Market Commentary: September 18, 2018

THE MARKETS   All investors are consumers, but not all consumers are investors.   The September installment of University of Michigan’s Consumer Sentiment Survey reported Americans are feeling pretty optimistic. Consumer sentiment rose to the second highest level since 2004, and consumer expectations reached the highest level since 2004. Surveys of Consumers chief economist, Richard […]

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Brian Breese-Platform Adoption Award Winner

Last week, Brian Breese and Hannah Boggs attended the annual Field Professionals Summit for HighTower Advisors in downtown Chicago. They attended to share best practices, connect with custodians in the industry, and further their knowledge about new programs and technologies available to make our clients lives easier. Each year, five awards are given out to exemplary Field Professionals who have made […]

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Scannell Wealth Management is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

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about the authors

Tim Scannell  

Managing Director and Partner with Scannell Wealth Management at HighTower, shares his thoughts on topics such as entrepreneurship, small business ownership, preparing for retirement and generational wealth transfer planning. Located in Valparaiso, IN, Tim Scannell is family oriented with a passion for preparing the next generation to inherit wealth without burden or conflict.

Wes Barnes  

is a Certified Financial Planner (CFP®) Certificant at Scannell Wealth Management. He is also a member of the U.S. Marine Corps Reserves with a passion for fiduciary wealth management. Through The Market Recruit, Wes shares his advice and thoughts on the investing and financial planning for newlyweds, millennials and entrepreneurs.