Money Concepts Celebrates Its 35th Anniversary As an Independent Wealth Management and Financial Planning Firm - Advisors Receive Top President Awards
Palm Beach Gardens, FL (PRWEB) August 03, 2014 -- Independent Broker Dealer, Money Concepts recognized top performers during their recent Financial Planning Congress. The President Awards recognizes individual achievements in professional management and distinguished service to clients and communities.
These award winners serve as President and Owner of their own wealth management firms. In addition to their experience in financial planning they are responsible for building a team of advisors and client service staff dedicated to providing outstanding services to their clients.
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.
Gold President of the Year JAMES SZESZULSKI, CFS®
Silver President of the Year CHRISTOPHER PUFFER
Bronze President of the Year JOHN HATHAWAY, CFS®, RFC®
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.
For more information visit http://www.MoneyConcepts.com/Advisor and follow us on Facebook, Twitter and LinkedIn
Allen Porter, Money Concepts, http://www.MoneyConcepts.com, 561-847-2113 Ext: 2113, [email protected]
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