1.0
6 May 2026
Current employee, more than 5 years
Raleigh, NC
Recommend
CEO approval
Business outlook
Pros
Health benefits, PTO and members of my teaxm
Cons
Worst technology in the wealth space. We are told we are “eeyores” if we don’t drink the purple koolaid. Cut out 401k match a few years ago, but said would maybe give 1% discretionary match to 401k. Didn’t get that in 2025, but promote that golf tournament that even Wells Fargo didn’t want to sponsor anymore and another MLB team. All the while Rogers is “find your purpose!” Are you paying a fee to Rick Warren for implementing his strategy here?