Independent broker-dealer Money Concepts is pleased to Announce Chris Kimball as Five Star Wealth Manager Award Winner

Share Article

Five Star Wealth Manager Award presented to Money Concepts advisor Chris Kimball of CK Financial Services.

Christopher Kimball

Chris is a true professional and deserving of this honor. Denis Walsh President & CEO, Money Concepts

Independent Broker Dealer Money Concepts is pleased to annouce Financial Advisor Christopher Kimball has earned the FIVE STAR Wealth Manager Award from FIVE STAR Professionals for overall client satisfaction. Five Star Professional partnered with Seattle magazine to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.

Award candidates were identified by one of three sources: firm nomination, peer nomination or pre-qualification. Five Star Professional relied on internal and external research data, including a survey to more than 5,000 registered financial services professionals and all identified financial service companies in the Seattle area that are registered with FINRA or the SEC.

Chris has been in the financial services arena since 1993, and is Regional Director for Money Concepts Capital Corp. Money Concepts President Denis Walsh states "Chris is very deserving of this award. He is a true professional and we are pleased to have him be a key member of our network of financial professionals."

He has been a qualifying member of the Million Dollar Round Table every year since 1996 with four courts of the Table honors. He has received considerable industry recognition; achieving Prudential Gold Level Financial Planner status. Presidents Hall of Honor, Masters Council, the Financial Planning Vanguard Award, several Presidents Citations, Associate of the Year, Investment Leader, Financial Planner of the year, the Distinguished Sales and Marketing Award, and Great American’s “Advantage Plus” award, among others. Chris has spoken to many industry and public groups over the years, written articles and been interviewed by Kiplinger’s Finance Magazine, Dow Jones Newswire and others. While a member of the Tacoma #8 Rotary Club, one of the largest in the Country, he was awarded “Rotarian of the Year.” He is currently President of the Rotary Club of Lakewood.

This award is given to wealth managers with the highest level of overall client satisfaction.

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.

For more information visit and follow us on Facebook, LinkedIn and Twitter.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Allen Porter
Money Concepts
+1 (561) 847-2113 Ext: 2113
Email >

Mario Monteiro
Money Concepts
561-472-2000 2004
Email >
Visit website