“Values are defined as the core beliefs or practices that guide individuals within an organization as they execute their business. Values or business principles are common guideposts that help to define what the business stands for as well as how individuals must represent and practice these core tenets. These values should not be compromised; they assist individuals in their decision making to ensure that they are doing what is appropriate and right within the company.”
INTEGRITY
Honesty
Ethical
Act in best interest of the client AND the firm
COMMUNICATION
Open and frank discussion
Respect for each other
Timely
Professional information sharing with clients
Sharing information when appropriate
CARING AND COMPASSION
Genuine personal regard for others and each other as people
Creating opportunities for others’ continued growth and success
Team work
No clients left behind
PASSION FOR EXCELLENCE
Acting and dressing professionally
Demonstrating “constant learning” attitude
Seeking new opportunities to gain experience
Taking ownership and follow through on responsibilities
Strong work ethic
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