KeatsConnelly Honored by National Advisors Trust Company with Top Trusted Advisor Award

June 29, 2012 - PRLog -- PHOENIX, AZ – [June 29, 2012] – KeatsConnelly, the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dream of a cross-border lifestyle, is adding another accolade to the firm’s long list of awards.  The company was recognized by National Advisors Trust Company (NATC) with the Top Trusted Advisor Award for Highest Trust Growth Rate in 2011.  The first annual Trusted Advisor Awards acknowledge and show appreciation for the approximately 30 firms whose support of National Advisors Trust in 2011 was in the top quadrant of revenue benefit generated by all firms.

National Advisor Trust’s mission is “to support trusted advisors and their clients with independent, objective trust and custodial services.”  NATC is one of the nation’s largest independent trust companies.

Firms chosen for the Trusted Advisor Awards have been evaluated by National Advisors Trust for referring trust and custody accounts to NATC, together with engaging and employing a number of different programs and services provided by the trust company.  Amplified assets and participation in trust company programs transform into increased revenue benefit to a company’s trust company and guarantee that the trust company will be fully equipped when needed most.

In addition to the Trusted Advisor Awards, firms that go the extra mile in their implementation and support of the trust company are pulled from the group of Trusted Advisors for special recognition.  This designation, Top Trusted Advisor, is awarded to a select group of firms that have achieved the highest level of account referrals and account referral increases in four categories.

Based on results in 2011, KeatsConnelly was among the four firms distinguished with a Top Trusted Advisor award in the category of Highest Trust Growth Rate.

“It is an honor to be selected for this award by an organization held in such high esteem in our industry as National Advisors Trust,” said Robert F. Keats, President of KeatsConnelly.  “We are proud of our relationship with NATC and recognize the value of the piece of mind brought to our clients when we can ensure that their trust company will be there when they need it, whether that is tomorrow or many years in the future.”

KeatsConnelly accepted the Top Trusted Advisor Award during the 2012 award ceremony at the NATC’s annual shareholders meeting on Thursday, May 24, 2012.

About KeatsConnelly

KeatsConnelly is the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dream of a cross-border lifestyle.  We help simplify the lives of high net worth Canadians living and working in Canada and the United States by providing complete and customized cross-border tax, financial planning and investment management services to assist our clients in realizing their dream of a cross-border lifestyle.  With offices in Phoenix, AZ, Boynton Beach, FL and Calgary, AB, Canada we are cross-border experts.  For more information, please visit www.keatsconnelly.com.