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申博菲律宾app Wealth Tracker

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Organize Your Financial Life

  • Pull all of your financial information into one singular, secure view
  • Create a personal balance sheet
  • Take a more in-depth look at your holdings
  • Track your spending and view your net worth
  • Better understand the companies you're invested in by accessing 申博菲律宾app's nationally recognized research and investment insights
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Wealth Tracker screenshot on mobile device
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申博菲律宾app | Our Story×

申博菲律宾app Wealth Tracker

Get your full financial picture and more with our all new application.

申博菲律宾app Wealth Tracker can help you:

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申博菲律宾app Access

After serving our clients well for more than 15 years, 申博菲律宾app Access is headed toward retirement.

Its replacement – 申博菲律宾app Wealth Tracker – will provide a custom online experience. In the meantime, you can continue to enjoy the full functionality of 申博菲律宾app Access.

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申博菲律宾app Human Resources, led by Dr. Benjamin Akande

Diversity and Inclusion at 申博菲律宾app

In all that we do, 申博菲律宾app strives for a culture that puts its clients and associates first, a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

申博菲律宾app knows that to meet the financial needs of the increasingly diverse and discerning communities we serve, in over 400 locations across the U.S., Canada, and Europe, we must deliver services that accord with the values and preferences of our clients. A diverse team is a critical element of how we find success. 申博菲律宾app builds on diversity, inclusion, respect, and engagement in all that we do, across the firm.

Creating an inclusive, thriving business is about more than gender and race. Below is a table showing our benchmarks for diversity and inclusion with our U.S.-based Associates.

For prior year data, click here.

"I joined 申博菲律宾app nine years ago in a junior role and knew I had more to offer from the start. I’ve proven myself through hard work, been recognized by 申博菲律宾app for my abilities, and have been steadily promoted. I want those on the team I lead, and everyone at 申博菲律宾app, to have the same opportunities and more. 申博菲律宾app has grown rapidly in breadth of business and size since I’ve been here. Supporting that growth is a challenge that we welcome, but 申博菲律宾app has remained a good place to work. Our culture has also evolved. For example, 申博菲律宾app has grown more diverse over time, and that growth must continue. The millennials who report to me ask more of 申博菲律宾app than ever before as a place to advance and develop, and I know that to win and keep the best talent, 申博菲律宾app must continuously increase and improve its internal pathways for individual growth and success."

Cassandra Stewart
Manager, Benefits
St. Louis, Missouri

申博菲律宾app can be proud of what it has accomplished so far, but knows that there is far more to be done. Nothing illustrates the progress possible, and the reasons for pride, better than our growing accomplishments.

In 2017, WIN – 申博菲律宾app’s Women’s Initiative Network – was established.

"Our mission is to build a network of women advisors and professionals across 申博菲律宾app. We have director-level support and encouragement that will help us succeed. This initiative will challenge our thinking about recruiting, retaining, and promoting women across the firm. More women are inheriting and controlling wealth. 申博菲律宾app knows this and will take this opportunity to meet the needs of all investors."

Kristen Taylor
Senior Vice President/Investments
Wenatchee, Washington
State of 申博菲律宾app presentation to all employees, October 6, 2017

申博菲律宾app’s Women’s Initiative Network (WIN) was founded in the second half of 2017 to engage and equip women throughout 申博菲律宾app with the networking and mentoring tools to set and achieve goals in their personal and professional lives. 申博菲律宾app believes that its clients are best served by professionals who are at their best and fully reflect the communities we serve. WIN is an important part of how 申博菲律宾app’s professionals are putting that belief into practice. WIN includes:

  • Leadership by women in each of 申博菲律宾app’s major business segments – Wealth Management, Institutional Group, and Home Office.
  • Supporting non-profit entities that empower diversity.
  • Internships to foster working relationships and expand our workforce diversity.
  • Opportunities for 申博菲律宾app associates to bring daughters and sons to work, exposing the next generation to careers in the financial services industry.
  • Empower Magazine, a forum for communication by and within WIN published to the entire firm.

WIN has the enthusiastic support of 申博菲律宾app’s board and senior executive leadership. Our Board meets with WIN leaders to oversee and encourage the initiative’s progress forward.

"申博菲律宾app’s WIN is another example of empowering our advisors to be entrepreneurial, providing our women advisors the opportunity to share experiences and deliver appropriate solutions to clients without one-size-fits-all product offerings."

Crystal Schlegl
First Vice President and Senior Branch Administrator
St. Louis, Missouri

申博菲律宾app is committed to recruiting and retaining the best talent. That requires us to recruit our talent from a diverse talent pool and invest in them at every stage of their careers. From junior analysts to senior executives, we train, engage, and provide an environment that enables our associates to maximize client results, career growth, and shareholder returns.

申博菲律宾app is dedicated to fostering, cultivating, and preserving a culture of diversity and inclusion by embracing and welcoming everyone. 申博菲律宾app is broadening how and where we recruit the next generation of financial advisors, and has introduced training and dialogue that fosters a culture of inclusion throughout the firm. 申博菲律宾app is also focused on training current associates to encourage and bring together knowledge, self-expression, and unique competencies throughout the firm at all levels of management.

申博菲律宾app is doing more than ever to reach a broader and more diverse applicant pool. 申博菲律宾app has improved its connection with veterans entering the financial services sector by participating in veteran-focused job fairs and recruitment sites. 申博菲律宾app has expanded its recruitment in historically black colleges and universities and job sites that are minority focused.

As part of this effort, 申博菲律宾app also strives to attract a diverse array of interns, summer associates, and summer analysts across its businesses. We implemented the Sophomore Explorers program in 2018 to bring together a diverse group of college students to showcase career opportunities within our firm, and encourage participation in both our internship and early career Institutional Group programs.

"In my career, I have been part of a Wall Street bulge-bracket investment bank as well as a regional boutique firm. I believe 申博菲律宾app is the best of both worlds for clients: a full suite of products and services coupled with high-touch, client-centric industry expertise. 申博菲律宾app has also been the best choice for me as an investment banker. Since day one, everyone here has been supportive and genuinely interested in my career development. 申博菲律宾app recognizes the important role that mentors can play in the ongoing professional development of its employees. I am proud that I have the opportunity to mentor junior professionals here at 申博菲律宾app, and I look forward to 申博菲律宾app formalizing a mentoring program that supports the development of upcoming financial professionals."

David Collins
Director, Investment Banking, Tech-Enabled Services
Baltimore, Maryland

申博菲律宾app knows that there is much more to be done to improve its ethnic diversity and its diversity across other dimensions. 申博菲律宾app also knows that our employee benefits package plays a part in bolstering retention, professional development, and personal flourishing. 申博菲律宾app uses a broad array of information, including the data shared here, in its internal goal-setting for improving ethnic, gender, lifestyle, and other diversity factors.

"Recruiting is an essential part of our strategy of building a diverse talent pool. But diversity is about more than recruiting. 申博菲律宾app knows that to build a pipeline of emerging talent across the spectrum of diversity, it must be recognized for what it is: a place where role models who have succeeded and continue to succeed are available to inspire incoming professionals to do their best."

Carol DeNatale
Chief Operating Officer, Institutional Group
New York, New York

Our diversity and inclusion efforts include lunches and training to encourage everyone at 申博菲律宾app to increase the diversity and inclusiveness of the teams within our firm. Diversity of race, religion, sexual origin, gender identity, age, and disability are discussed, in their business and historical context. Inclusion, respect, and equity are embraced. For several years, 申博菲律宾app has also required all employees to participate in periodic training to promote diversity and prevent workplace harassment, which includes discussion of employee and manager responsibility for fostering diversity and preventing discrimination and stereotyping, unconscious bias, best practices, confidential reporting of problems, and developments in legal and social context.

Leadership is indispensable to promote diversity and inclusion.

申博菲律宾app’s senior leadership, both executives and directors, have embraced and accelerated the progress 申博菲律宾app is making in diversity and inclusion. This leadership has included an ongoing engagement by the board with WIN and other diversity and inclusion initiatives, reports by our CEO to multiple constituencies within the firm as to our challenges and opportunities as we increase our diversity and inclusion, and a commitment to devote firm resources to these efforts.

"Speaking of opportunity…bottom line: we need more women advisors; we need more diversity; we need both gender and racial diversity. We need to embrace diversity. I’m very excited about this. No lip-service here. This is about rethinking the way we approach the business. It’s been a male-dominated industry, and we’re going to change that."

Ronald J. Kruszewski
Chairman & CEO
State of 申博菲律宾app presentation to all employees, October 6, 2017

1These figures are based on year-end information, and may be rounded to the nearest whole percentage. Ethnicity designations and the terms “executive and senior-level officials and managers” (such as C-level officers), “first/mid-level officials and managers” (such as those directly reporting to C-level officers), and “professionals” (such as employees with professional credentials) are each used as defined by the U.S. Equal Employment Opportunity Commission, such that ethnicity designations other than “Hispanic or Latino” do not include individuals that identify “Hispanic or Latino.”