Our Mission

 

 


 


 

 




 


Mission




"To combine the strength and heritage of our firm


with the insight, concern, and experience of our associates


to give clients objective, individualized advice and service


that will help them achieve their long-term financial goals."


 


 


 


 


Core Values: E-S-P-R-I-T



Excellence


We are committed to the highest level of personal performance. Each of us takes our roles and responsibilities seriously.


Service


We are passionately committed to service. Through our dedication to service, we believe we create value for customers, communities and shareholders.


Passion for Winning


As a team, we play to win. We are optimistic, confident and driven by a sense of urgency and a desire to excel. We are focused on the long-term success of Wachovia Securities.


Respect


We embrace diversity, seeking new ideas and listening and learning from each other. We appreciate the unique capabilities and contributions of each person. We foster personal growth. We are at our best when fully engaged with our families, friends and communities.


Integrity


Trust and honesty are essential to us. We do what we say we will do. We communicate with candor. We admit our mistakes. We are people who can be trusted.


Teamwork


We achieve far more as a team than as individuals. We do not tolerate those who put their own self-serving interest above those of our customers, colleagues and shareholders.