Member Spotlights: Celebrating 40 Years of Exceptional Advisors

Read this month’s Member Spotlight, as well as previous spotlights, and learn more about the community of success-minder advisors like you; committed to life-long learning, adherence to ethical standards, and the advancement of the financial advice industry.

This Month's 40th Anniversary Spotlight

Randell Pickett, CIMA®
Co-Founder, The Pickett Group of LPL Financial
Member since 1995

What inspired you to join the Investments & Wealth Institute initially?

I was attracted to the professionalism of the organization that encouraged a process-oriented client approach delivered with the highest ethical standards. I also found the requirement of continual self-improvement through continuing education compelling, as well as the ability to interact and learn from the top professionals in the wealth management industry.

What do you like to do for fun?

Spend time with my children, boating, swimming, exercise and watching Texas Longhorn Football, Hook Em!

How has the Institute shaped your career over the years?

I have utilized the same process-oriented approach with clients over the last 30 years. It has helped me distinguish myself as a professional in the wealth management industry.

Can you share one of your favorite memories from an Institute event or program?

I guess my fondest memory was the first IWI (IMCA at that time) event I attended in San Diego at the Hotel Del Coronado. I was young in the business, and was impressed with the level of professionalism.

What is something not many people know about you?

I enjoy working outdoors (when it is a little cooler!)

As the Institute celebrates 40 years, what are your hopes for its future?

Continued adherence to the highest standards in the wealth advice business and global recognition of the organization and its values.

What is the best vacation you've taken?

Maui, July 2022

Important Disclosures:

Securities and advisor services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC.

Past Spotlights

Linda Sherman

Michael Dieschbourg

Norman Nabhan

Daniel Roland

Randy Garcia

David Thomas

Kaon Nelson

Alex Ugge

Kathleen Adams

Duane Silbernagel

Nicholas Clay

Jennifer Mulrooney

Chad Holmes

Daniel Beckerman

Calvin Richardson

Craig Vassell

Kimanshu Shah

Valerie Bowman

Daniel Gao

Samuel Ogbonna

Brian Murello

Thomas Richter

Radene Gordon-Beck

Eric Kala

Moe Allain

Chad Hauser

Did You Know?

Your Membership Just Got an Upgrade

IWI is proud to announce brand new benefits for our members. These new membership tiers are designed to offer advisors multiple pathways and powerful tools as they journey towards that success.

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