Why It’s Important for Financial Services to Give Back

We can all agree that it’s important to give back to your community. Financial services executives tell us why the individuals and firms in this industry are poised to help.

Bob Oros

“Providing financial services is about more than just investments – it’s about helping people live the lives that they want. Financial advisors play an important role in people’s lives as well as in the community.  A little guidance and assistance can have a tremendous impact on someone’s life.”

– Bob Oros, CEO, HD Vest Financial Services
Robert DeChellis

“It’s important that advisors and their firms give back to the community because it demonstrates that we can do good work beyond just the advice and knowledge that we provide. In doing so, it also serves as a catalyst for others.”

– Robert DeChellis, President & Chief Strategist, Allianz Exchange
John Hailer

“Civic engagement is everyone’s responsibility; however, the financial services industry is fortunate that we have so many leaders with resources, leadership, and vision to make a difference in our communities. Sharing these attributes makes the communities in which we live and work stronger.”

– John Hailer, Past CEO of Natixis Global Asset Management for the Americas and Asia
Merrill Lynch logo

“Financial services companies and their employees are in a unique position to help make a positive impact on local neighborhoods and create more sustainable communities. From employees volunteering their passion, time, and expertise, to financial contributions from corporations and individuals, the impact can be substantial and truly create success that is shared. Many employees can use their professional skills to make a significant difference, for example, by assisting nonprofits with legal pro-bono work, financial literacy, IT assistance and many other issues.”

– Merrill Lynch

Voices from the Field is a thought leadership series featuring executives from the financial services industry sharing their insights on philanthropy.