INTRODUCING TAMI HOLLINGSWORTH, November 2009
We are pleased to announce that Tami Hollingsworth joined our staff on November 1, 2009. Tami is our Client Service Assistant and will be helping clients with their questions, as well as a number of administrative duties with the firm. Tami works Monday through Friday, 9am to 3pm. To learn more about Tami, click here to visit her biography. Feel free to welcome her when you come into the office or by sending her an email to thollingsworth@keystonefinancialpartners.com.
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KEYSTONE FINANCIAL PARTNERS JOINS PEAK, January 2009
One of our objectives at Keystone Financial Partners is to continually “raise the bar” on our ability to deliver extraordinary service and world-class advice to our clients. As such, we are always looking for ways to improve. I am very pleased to announce that our firm recently affiliated with one of the nation's leading consulting organizations for wealth advisors. With this new affiliation, we now have access to a network of more than 700 of the country's top wealth advisors, all of whom share a passion for excellent service and expert advice. As a client, you will benefit in several key ways from this affiliation. TO LEARN MORE, CLICK HERE.
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JIM TRULL OBTAINS MEMBERSHIP IN ED SLOTT'S ELITE IRA ADVISOR GROUP, August 2007
Jim recently became a member of Ed Slott's Elite IRA Advisor group. The Ed Slott Elite IRA Advisor Group is a private IRA study group of professional financial advisors with extensive IRA experience. These advisors have gone to the next level to study directly with Ed Slott on a continuous basis, through full day workshops, frequent teleconferences, a professional communication forum and other regular communications.
The Ed Slott Elite IRA Advisor Group is designed to provide its members ongoing access to the most up-to-date IRA information available in order to properly and professionally service their IRA clients.
As anyone who is remotely familiar with the intricacies of IRAs knows, Ed Slott, CPA, is generally acknowledged as one of the foremost experts in the care and handling of IRAs in the country.
Advisors in this group are dedicated to being IRA distribution experts and have made a long term commitment to continue building on their IRA knowledge base.
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JIM TRULL ATTENDS ED SLOTT'S IRA DISTRIBUTION TRAINING, July 2007
Jim recently completed a 2 day intensive course lead by Ed Slott. Mr. Slott is a nationally acclaimed IRA distribution expert and the author of 3 books on IRA planning, including, Your Complete Retirement Planning Road Map and Parlay Your IRA Into a Family Fortune. The training focused on the areas of IRAs, retirement plans, distribution planning, the newest tax law changes, and estate planning.
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KAREN BROCK PASSES CFP® EXAM, May 2007
As many of you know, Karen Brock has been studying for and recently sat for the CERTIFIED FINANCIAL PLANNER™ exam. We are delighted to report that she passed the exam in March. You will begin to notice the letters, CFP®, proudly displayed after her name on e-mails and letters.
With a new member joining the staff, Karen has been promoted to the role of client relationship manager. In her new role, she will focus on communicating with our clients, answering their questions, as well as a number of new behind-the-scenes duties. Karen continues to study and learn about the business. Her long-term goal is to work with directly with clients on their financial goals.
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STEVEN MACEACHERN EARNS SILVER CONGRESSIONAL MEDAL, October 2006
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(left to right) United States Senator Richard Burr, Steven MacEachern,and North Carolina State University
Chancellor James Oblinger |
Steven H. MacEachern, a senior at North Carolina State University, has been awarded the prestigious Silver Congressional Medal for his commitment to community service, personal development, physical fitness, and for completing the required Exploration.
United States Senator Richard Burr presented Steven with the Silver Congressional Medal at a ceremony on the NCSU campus, hosted by Chancellor James L. Oblinger. Steven, a former Eagle Scout, was previously awarded a Bronze Congressional Medal by Congressman David Price. While still in high school, he earned the Prudential Community Spirit Award.
The Congressional Award was created by an act of Congress in 1979 to recognize and honor young people who set and meet goals in four areas: volunteer service, personal development, physical fitness, and exploration. There are three levels—bronze, silver and gold—that are based on the number of hours applied to the program.
Steven volunteered his time with the Society for the Prevention of Cruelty to Animals (SPCA) and provided leadership to a team of people to design and construct an outdoor classroom at Lake Wheeler (currently used by the NCSU Rowing team, as well as by young boys and girls during a summer-camp aquatics programs). Steven previously completed an internship at SunTrust Banks, Inc., and is currently employed by Keystone Financial Partners, a local financial services firm. Steven is expected to graduate from North Carolina State University in May 2007, with a Business Finance degree from the College of Management.
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KAREN BROCK ELECTED VICE PRESIDENT - EDUCATION & WEBMASTER OF CARY TOASTMASTERS, July 2006
Karen was elected the vice president of Education and Webmaster for the Cary Toastmasters Club for the term of July 1, 2006, to June 30, 2007. Toastmasters International is a non-profit organization, which gives its members the opportunity to develop and improve their public speaking, organization, and leadership skills, as well as gain confidence in a friendly, supportive environment.
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JIM TRULL & KAREN BROCK ATTEND 2006 WEALTH MANAGEMENT SYMPOSIUM, June 2006
Jim and Karen attended the 2006 Wealth Management Symposium, June 5-6, 2006. They learned about the newest ideas and tools related to accumulation of assets, retirement planning, estate planning, risk management, business planning, and taxation.
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JIM TRULL OFFERED MEMBERSHIP IN THE PRESTIGIOUS SUMMIT STUDY GROUP, January 2006
Jim was offered membership in the Summit Study Group in January 2006. The Summit Study Group binds creative, innovative, hardworking, and growing financial service professionals together for brief productive meetings. The purpose is to provide mutual support and growth in an educational context where we can broaden our perspective of our industry and careers. This will be done by exchanging technology and sales ideas, along with motivational and planning techniques. Sharing a broad diversity of resources, perspectives, and backgrounds provides expansion of our minds and lives through a mutual relationship.
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JIM TRULL FOUNDS THE SENIOR RESOURCE ALLIANCE OF THE TRIANGLE, November 2005
Jim Trull founded the Senior Resource Alliance of the Triangle in November 2005. The Alliance is a source of ethical, competent, and trusted resources and solutions for seniors. The group is made up of professionals from around the Triangle who are well-known and respected in the senior community. Members of the Alliance speak to groups on a variety of topics and hold events that are open to the public.
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JIM TRULL OBTAINS THE CERTIFIED IN LONG-TERM CARE DESIGNATION, June 2005
Jim earned the designation of Certified Long-Term Care (CLTC) Advisor. While earning this designation, Jim learned about the nature of planning for long-term care and the services people will need when they live a long life. He received information and training needed to offer guidance to families on a range of issues, including home care, assisted living, nursing homes, social services, taxes, law, and, most important, what will pay for these services.
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