Wealth Management & Financial Planning Firm Money Concepts Recognizes Dan Greenwell from Louisville, KY with Top Honor during Financial Planning Congress
(PRWEB) July 08, 2015 -- Independent Broker Dealer Money Concepts recognized many award winners during their recent Financial Planning Congress. A special award named after founder John P. Walsh was presented to Dan Greenwell from Louisville Kentucky. Mr. Greenwell joined Money Concepts in 1985. He has committed his career to helping advisors through training, education and developing professional skills needed to effectively serve their clients.
Money Concepts President & CEO Denis Walsh stated, “Dan has made a career through his commitment to the support of his peers. His leadership and integrity has been an inspiration to us all".
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.
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 Through Money Concepts Capital Corp.,
Member FINRA/SIPC Money Concepts Advisory
Service is a Registered Investment Advisor with the SEC
11440 N. Jog Road, Palm Beach Gardens, FL 33418
Tel: (561) 472-2000
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]
Share this article