Vice President
CurrentFirst Trust Portfolios, a privately held investment management firm headquartered in Wheaton, IL. My partner Josiah Lindquist and I represent Structured Products & Target Outcome ETFs sales in North Carolina.What sets us apart from many investment management firms is that we are an entrepreneurial, nimble, advisor-centric firm. As we demonstrate every day through the excellent service we provide, each advisor relationship is important to us. We have a history of offering innovative, high quality solutions to financial advisors, and a reputation for delivering expert research and commentary.With the abundance of wholesalers competing for advisors’ loyalty, a high level wholesaling team must bring more to their financial advisor relationships than simply products. We work hard to help financial advisors achieve success by providing advisor practice management resources and training.We understand the needs, challenges, and opportunities advisors experience each day, and are well-equipped to serve them. I am an advocate for my advisors, and can ensure we leverage all the tools in our arsenal to meet their needs.On behalf of our wholesaling team, we welcome you to take advantage of what we offer. Please start by reaching out to me at rgoulding@ftportfolios.com