“Top Wealth Advisors” From The American College Have More Education
American College alumni included in Worth’s “100 Top Wealth Advisors” have, on average, more than twice the number of credentials of the average financial advisor listed.
BRYN MAWR, PA (PRWEB) October 13, 2005 -–
The American College, the nation’s leading financial services educator, announced today that 12 of the individuals listed in Worth magazine’s annual “100 Top Wealth Advisors” list completed their education for professional credentials through The College.
“These individuals all share one thing in common,” said Larry Barton, PhD., President and Chief Executive Officer of The American College. “They are all committed to possessing the high-impact knowledge that will enable them to provide superior client service.”
This may explain why advisors from The American College on Worth’s elite list have earned more than twice the number of professional credentials, compared to the average advisor on this same list. Advisors on this list who have completed educational programs offered by The College have, on average, 3.9 professional credentials. The average advisor on this list has only 1.9 credentials listed.
“Graduates from The American College understand how education benefits both the professional advisor and the consumer,” continued Barton. “Consumers are looking for educated, qualified and ethical financial advisors to help them achieve financial security. Simultaneously, advisors are looking for programs that will help them achieve career success.”
A 2003 American College survey of students and designees indicates that Chartered Life Underwriters™ (CLUs®) and Chartered Financial Consultants™ (ChFCs®) earn 34% more than their peers. And those who have earned both designations earn 40% more.
The individuals included in Worth’s 2005 “100 Top Wealth Advisors” list who completed designations and certification curriculum through The American College include:
· Robert Studin, JD, CPA, CFP, CLU, ChFC, PFS – Lincoln Financial Group, Birmingham, Alabama
· Jeff J. Saccacio, CPA, PFS, ChFC – Citigroup Private Bank, Costa Mesa, California
· Lawrence Spinosa, CPA, CFP, ChFC, CLU – Harbor Financial, Mandeville, Louisiana
· Pran Tiku, ChFC, CFP – Peak Financial Management, Waltham, Massachusetts
· Charles Zhang, MBA, CFP, ChFC, CLU – Zhang & Associates (American Express), Portage Michigan
· Roy Ballentine, CFP, ChFC, CLU – Ballentine Finn and Company, Wolfeboro, New Hampshire
· Thomas Orecchio, CFP, CFA, ChFC, CLU – Greenbaum and Orecchio, Old Tappan, New Jersey
· Benton S. Bragg, MBA, CFA, CFP, ChFC, CLU – Bragg Financial Advisors, Charlotte, North Carolina
· Scott Levin, JD, MBA, CFP, ChFC, CAP – Pitcairn Financial Group, Jenkintown, Pennsylvania
· Peter Rohr, CFP, CFM, CIMA – Merrill Lynch Private Banking and Investment, Philadelphia, Pennsylvania
· John Ueleke, MBA, CLU, ChFC, CFP – Legacy Wealth Management, Memphis, Tennessee
· John Eadie, CPA, PFS, CFP, CIMA, CFA – Wealth Management Services, Front National Bank, San Antonio, Texas
The American College is the nation’s leading non-profit educator of professionals in the insurance and financial services industry. Located on a 35-acre campus in Bryn Mawr, Pennsylvania, The College is a public charity that serves over 35,000 students annually, predominantly on a distance education basis. The American College offers an array of specialized designation programs, Master of Science degrees in several disciplines and customized continuing education programs for those pursuing a career in financial services. For more information, visit www. TheAmericanCollege. edu
# # #
