Money Concepts Celebrates Its 35th Anniversary as an Independent Wealth Management and Financial Planning Firm. The John P Walsh Award Was Presented to James B. Moss.
Palm Beach Gardens, FL (PRWEB) July 28, 2014 -- Money Concepts recognized many award winners during their recent Financial Planning Congress celebrating their 35th Anniversary. A special award named after founder John P. Walsh was presented to James B. Moss from Indianapolis, IN. Mr. Moss joined Money Concepts in 1980 and has served as Regional Director. He has committed his career to helping advisors through training, education and developing professional skills needed to effectively serve their clients.
In 1979 industry legend Jack Walsh recognized investors were in need of a new way to access financial services and traditional insurance agents; brokers and financial advisors needed a new way to deliver these services. His entrepreneurial spirit and vision resulted in the creation of Money Concepts.
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.
The John P. Walsh Award was presented to James B Moss, CEP®, RFC® from Indianapolis, Indiana.
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 http://www.MoneyConcepts.com/Advisor and follow us on Facebook, LinkedIn and Twitter.
Allen Porter, Money Concepts, http://www.MoneyConcepts.com, 561-847-2113 Ext: 2113, [email protected]
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