Financial Planner of the Year awarded to Money Concepts top performers Chris Passero, James Szesulski and Roch Tranel during Financial Planning Congress.
Palm Beach Gardens, FL (PRWEB) August 04, 2014
Wealth Management and Financial Planning firm Money Concepts presented top awards to Financial Planner of Year recipients during their recent Financial Planning Congress. Highest honors went to Chris Passero, James Szeszulski and Roch Tranel.
In addition recognizing these top independent performers in the area of production the Planner of the Year Award honors the overall service levels these advisors provide to their clients. Emphasis is given to client retention, satisfaction. and focus on education within the financial services industry.
President & CEO Denis Walsh stated, "These are extraordinary leaders dedicated to serving their clients and are committed to helping others achieve more. They each have built their own business focused on delivering high standards of results and service,"
Over the last 35 years, Money Concepts has established a collection of independently owned Best Practices to form turn-key solutions for advisors seeking independence without compromising the support needed to effectively serve their clients. With results-proven structured business models, the focus has been to provide advisors with strategic resources with the flexibility to adapt to the ever changing demands of the financial services industry.
About Money Concepts®:
Money Concepts Capital Corp. is a privately owned independent broker-dealer and dually registered as a Registered Investment Advisor based in Palm Beach Gardens, FL. Established in 1979, and its parent company Money Concepts International, Inc. has a network of approximately 700 financial professional’s centers nationwide.
In addition to serving independent advisors, Money Concepts® provides turn-key wealth management services for community banks, credit unions and tax professionals. Money Concepts® advisors provide holistic planning and offer a full array of non-proprietary products and services including advisory and alternative investment services.
All Securities Offered Through Money Concepts Capital Corp. | Member FINRA/SIPC.
Money Concepts Advisory Service is a Registered Investment Advisor with the SEC
All Non Securities and Non Advisory Products through Money Concepts International, Inc.11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.
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