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 Margo Vuicich - As Regional Director of Branch Development,
Margo is responsible for presenting the Wachovia Securities Financial Network opportunity to all qualified and interested
financial advisors in the Florida/Central Region and helping them determine if opening their own practice will help them
accomplish their goals and objectives. Margo began her career in the securities industry as the marketing and advertising
manager for Alan Bush Brokerage Company in 1984. Her responsibilities were expanded to include investor relations as well
as marketing when the firm merged with what later became JW Genesis Financial Corp. Margo was specifically responsible for
supervising the marketing and advertising campaigns for the company's independent broker dealer subsidiary. A graduate of
the University of Florida with a Bachelor of Science in Advertising, Margo began her career as an account executive and
copywriter for an advertising agency which specialized in financial services.
 Alex David
- Alex serves as Divisional Director for the Southern and
Central Regions. His financial experience spans more than 18 years in
the industry as a Wholesaler, Sales Desk leader and Financial Advisor.
His most recent industry position was at Lord Abbett, an Asset
Management and Mutual Fund company. There he lead the firms Diversity
Education department from a sales and broker training perspective. Alex
was charged with training FA's and Branch Managers from Merrill Lynch,
AG Edwards, Morgan Stanley, Smith Barney, UBS and Edward Jones on
diversity marketing best practices. In addition, he had the privilege of
speaking on economic topics relating to diverse communities and
introducing FA's and FiNet Business Owners as co-presenters at several
NFL Superbowl luncheons and Drafts as well as numerous Professional
Association Conferences. Alex served on the Securities Industry
Association's Board Committee on Diversity, was on the Faculty at NYU's
Diversity Conferences, National Bar Association Conferences, the
Practicing Law Institute and Minority Corporate Counsel. In addition he
is a Board member on the National Black Chamber of Commerce and served
on the Trenton, NJ's Economic Advisory Council. He has a B.S. in Finance
and Economics from Baruch College, City University, a Masters degree in
Economics as well as Dual Doctorates in Economics and Marketing all from
Pace University.
Mark Michelsen - Mark serves as Associate Regional Director
(ARD) for the Central and Southern regions.
Mark's role is to align firm resources to help you establish your independent practice.
His experience in the financial markets spans over 14 years and includes selling Reuters' market data
terminals to hedge funds, managing equity and fixed income portfolios at Allegiant Funds, a
registered investment advisor , writing and selling equity research for a local broker dealer
and completing privately held merger and acquisition transactions. Mark has a BSBA in Finance
from the University of Missouri – Columbia and an MBA in Finance from Saint Louis University. Mark
has passed Level 1 of the Chartered Financial Analyst exam and has held Series 7, 63 and 65 licenses.
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| Doug Dorsey launched Chesapeake Asset Management in 2007. |
| Hear his take on Independence with FiNet |
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