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BANKING & FINANCE

{ WEALTH MANAGEMENT }

LISA BAIRD

Wealth advisor Wells Fargo Private Bank wellsfargo.com/theprivate-bank Baird, a 31-year wealth management veteran, works exclusively with high net-worth individuals and families. Baird provides a highly customized and personal level of service. She takes great pride in leading a dedicated team of specialists to provide comprehensive wealth solutions tailored to meet each of her client’s unique circumstance. Baird has been recognized over multiple years as a Barron’s top female advisor, nationally and locally. Business advice: “Focus on your clients. Their success will determine yours.” Superpower: “I’ve never contemplated a superpower, but I can dare to imagine a world without physical pain and suffering.” Dream dinner: “Dinner at Cold Beer & Cheeseburgers with Warren Buffet. I think he would like it.”

THERESA CHACOPULOS

Private wealth advisor, senior vice president Morgan Stanley Private Wealth Management morganstanleypwa.com Chacopulos works exclusively with ultra-high net worth families and individuals, helping them create customized wealth management strategies that address every aspect of their financial lives. A 30-year financial services veteran, she has earned Certified Financial Planner and Certified Investment Management Analyst designations. She was ranked among the Financial Times’ Top 400 Financial Advisors for 2014 and Barron’s Top 1,000 Financial Advisors in 2013, including No. 1 in the state of Arizona. Business advice: “I would encourage someone entering into the industry to obtain their (Certified Financial Planner) designation.” Superpower: “If healing is considered a Superpower, I would choose to have that one.”

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PHILIP KIM

Senior vice president AXA Advisors Southwest axaadvisorssouthwest.com Kim is senior vice president of AXA Advisors Southwest as well as director of the firm’s Retirement Benefits Group in both Arizona and New Mexico. Kim holds FINRA registrations for the Series 7, Series 66, and Series 24, as well as a license for life, accident and health insurance in multiple states. Business advice: “Some professionals suggest that their role is to help clients eliminate emotion from their financial transactions and to use a more pragmatic approach based on facts and economic trends. I disagree. I think that emotions should always be a part of financial strategies. However, our role, as financial professionals, is to help guide clients through their emotional roller coaster in a way to help bring them safely to their desired goals.”

MARK FELDMAN

CEO and managing partner MRA Associates mraassociates.com Recognized multiple years as a Barron’s top independent financial advisor, Feldman possesses extensive credentials in the wealth management industry with more than 30 years of experience. He is a Certified Public Accountant and is a Certified Financial Planner professional. His roles have included supervising a wide range of client relationships. Business advice: “I was taught to know my craft and figure out a way to explain it in a way that clients could make more good decisions than bad ones around their finances.” Dream dinner: “I would take Sandra Day O’Conner to Los Dos Molinos. Not only was she the speaker at my ASU graduation (1984), but she broke barriers, became a crucial swing vote on some of our country’s most important issues and has contributed significantly to our state.”

CLAY JANSON

Founder and owner Phocus Financial Strategies Group phocusfinancial.com Janson is a Certified Financial Planner professional and Retirement Planning Specialist. Janson’s collaborative team approach to financial planning allows each and every client to experience a team of highly focused professionals in financial, investment, insurance and estate planning strategies, all under one roof. Trend to watch: “Our industry is continuously embracing technology to help investors. ‘Robo advisors,’ technology-based investment solutions designed by computer programs or algorithms are becoming a big trend. But simply turning your investments over to a computer alone may fall short for our more affluent clients and business owners to truly solve their biggest goals to maximize the sale of their family business or for a successful retirement income distribution plan.”

AzBusiness Leaders 2017  

Az Business Leaders magazine is the definitive guide that profiles the decision makers, innovators and groundbreakers who shape Arizona’s ec...

AzBusiness Leaders 2017  

Az Business Leaders magazine is the definitive guide that profiles the decision makers, innovators and groundbreakers who shape Arizona’s ec...