Announcements Archive

2015:

2014:

2013:

 
VIEW CURRENT ANNOUNCEMENTS 


 

KEYSTONE FINANCIAL PARTNERS RECEIVED WOMEN'S CHOICE AWARD® AGAIN FOR 2016, December 2015

Women's Choice Award 2016Jim Trull is proud to announce that again for 2016, he received the Women’s Choice Award®* for Financial Advisors, the premier recognition award for advisors who provide quality service to their female clients. Jim went through an extensive evaluation process to qualify for this award, including a comprehensive survey to his clients. Achieving this award demonstrates Jim’s commitment to his extraordinary service in addressing the financial needs of women and their families. To learn more about this award and WomenCertified®, Inc., see our full release here.

See the complete press release here.

*The Women’s Choice Award® by WomenCertified Inc. is a recognition award for advisors who provide quality service to their female clients.  The Women’s Choice Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors.  Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a basic program fee to cover the cost of comprehensive review and client survey.  For more information please visit www.womenschoiceaward.com


JIM TRULL FEATURED IN USA TODAY IN FIRST 100 ADVISORS TO RECEIVE WOMEN'S CHOICE AWARD® FOR FINANCIAL ADVISORS AND FIRMS, August 2014

Spotlighting his commitment to all his clients, but especially female investors, Jim earned the prestigious Women's Choice Award for Financial Advisors and Firms in March of this year. This month, he was featured among a list of the first 100 advisors to achieve this award nationally.

The Women's Choice Award for financial advisors is the premier recognition award earned by advisors who are providing the highest level of quality service to their clients. Women's Choice Award advisors have been evaluated through a rigorous evaluation process including 17 point criteria. To augment the process, advisors are also required to have participated in a survey of their clients to obtain feedback regarding service and practices. This award is based on an exceptional customer service experience, knowledge, overall satisfaction and other criteria.

See the complete USA Today feature here. 


KEYSTONE FINANCIAL PARTNERS CLIENT SURVEY RESULTS RELEASED, March 2014

Our goal is to help our clients make smart and informed choices with their wealth management needs. Critical to that process is providing a consistently high level of service that meets our clients’ expectations. Client satisfaction is so important to us that we recently conducted a comprehensive client survey using Advisor Impact, an independent industry consultant. We are very pleased to say that the results* were overwhelmingly positive.

See the attached letter detailing a list of key comparisons across several service dimensions for Keystone Financial Partners. 

*The overall client satisfaction score reflects an average of 30 client respondents and may not be representative of any one client’s evaluation. The rating is not indicative of the wealth manager’s future performance.
 


JIM TRULL RECEIVES WOMEN'S CHOICE AWARD, March 2014

WCAJim Trull is proud to announce that he recently received the Women’s Choice Award® for Financial Advisors*, the premier recognition award for advisors who provide quality service to their female clients. Jim had to go through an extensive evaluation process to qualify for this award, including a comprehensive survey to his clients. Achieving this award demonstrates Jim’s commitment to his extraordinary service in addressing the financial needs of women and their families.

To learn more about this award and WomenCertified®, Inc., see our full release here

Go to the WIFE.org  or Women's Choice Award web site now.

*The Women’s Choice Award® by WomenCertified Inc. is a recognition award for advisors who provide quality service to their female clients.  The Women’s Choice Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors.  Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a basic program fee to cover the cost of comprehensive review and client survey.  For more information please visit www.womenschoiceaward.com. 


CHRIS WALSH EARNS HIS CFP® CERTIFICATION, Feb 2013

As many of you know, Chris Walsh has been studying for and recently sat for the CERTIFIED FINANCIAL PLANNER™ exam. We are delighted to report that he passed the exam in November. You will begin to notice the letters CFP® proudly displayed after his name on emails and letters.

Becoming a CERTIFIED FINANCIAL PLANNER™ is a rigorous one-year program, including in person classes and independent self-study. The CERTIFIED FINANCIAL PLANNER™ exam is a 15-hour, 2-day exam, covering topics including: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. Chris must also meet ongoing continuing education requirements and uphold the CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.

Please join us in congratulating Chris on his recent success! 

sandals-beach