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Increased Demand for Financial Services Drives Industry Recognition

More than a dozen advisors at a local firm qualify for industry accolades

 
PRLog - Apr. 17, 2012 - An increasing number of families and business owners are discovering the value of a financial advisor as evidenced by more than a dozen Capitol Financial Solutions’ representatives qualifying for the Million Dollar Round Table (MDRT) and the John Hancock Financial Network’s Achieving Client Excellence (ACE) program. The industry recognition signals a growing demand for financial services such as family protection, wealth management, educational funding, retirement planning, long-term care insurance, and solutions for small businesses amidst the downturn economy.

“More people than ever are asking us for help developing their financial strategies. Planning for the future is not only important, but also incredibly smart and responsible. I thank the residents of the our service areas for selecting our team of personable, highly specialized team at Capitol Financial Solutions,” said Robert Turner, CLU, the firm’s President and CEO.

Headquartered in Raleigh, NC, Capitol Financial Solutions has offices and affiliate brands in Charlotte, NC, Harrisonburg, VA, Richmond, VA, Roanoke, VA, Willowbrook, IL and detached agents throughout the southeastern United States. MDRT is an international, independent association of the world’s best life insurance and financial services professionals and the MDRT insignia is a seal of excellence for the public to trust they are working with the best in the business for life insurance and financial needs. ACE reflects John Hancock Financial Network’s belief that a financial representative’s success depends on the professionalism, respect, integrity, and value delivered to clients every day.

ACE QUALIFIERS INCLUDE:

Randy J. Hebert, CLTC
Kenneth (Kappy) Gross II, CFP® CLU®, ChFC®
William (Bill) R. Terry II
Jennifer Main CLU®, ChFC®, CFP®
Kristopher T. Olexy, CLTC
Scott D. Sorrell, CLU®, CLTC
John Cory Hoffer, CFP®
Matthew D. Brotherton, CLTC
Robert (Bob) E. Snidow, CLU®, ChFC®
Louis J. Cassara CLU®, ChFC®
John Cory Hoffer, CFP®
Robert (Bob) E. Snidow, CLU®, ChFC®



MDRT QUALIFIERS INCLUDE:
Matthew R. Barrette
Matthew D. Brotherton, CLTC
Louis J. Cassara CLU®, ChFC®
Kenneth (Kappy) Gross II, CFP® CLU®, ChFC®
Randy J. Hebert, CLTC
Benjamin Hedgepeth
Gregory S. Hicks, CLU®, LUTCF, ChFC®
David T. Larson, CLU®,  CFP®
Robert M. Loflin Jr., CLU®
Roy Lower
Kristopher T. Olexy, CLTC
William D. Smith, CLTC
Scott D. Sorrell, CLU®, CLTC
Stephen A. Stilwell
William (Bill) R. Terry II


Capitol Financial Solutions and its affiliate brands offer products from multiple carriers, and its team of specialized financial services representatives are active, integral members of the community.


About Capitol Financial Solutions
Capitol Financial Solutions has a team of over 80 experienced professionals who are licensed and trained to help their clients achieve their financial goals. The firm’s reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. CFS provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals and advisors.  Main offices are locations in Charlotte & Raleigh, NC, Richmond & Roanoke, VA and Chicago, IL.  For more information, please visit www.capfs.com.

ABOUT MDRT
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of nearly 36,000 of the world's leading life insurance and financial services professionals from more than 430 companies in 78 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

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Our mission is to provide quality guidance, build relationships of trust, and develop innovative solutions for our clients.

We are perfectly positioned to meet your unique needs while striving to exceed your highest expectations.

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Contact Email:
***@capfs.com Email Verified
Source:Capitol Financial Solutions
Phone:919-546-0400
Zip:27615
City/Town:Raleigh - North Carolina - United States
Industry:Business, Finance, Insurance
Tags:ace, mdrt, financial services, insurance, financial advisor, raleigh, richmond, Chicago, charlotte, roanoke
Shortcut:prlog.org/11851846
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