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BKD Wealth Advisors Hits $2 Billion Under Management & Supervision
Jack Thurman, president of BKD Wealth Advisors, LLC, is proud to announce the investment advisory firm has reached $2 billion* under management and supervision.
By: BKD, LLP
“BKD Wealth Advisors is fortunate to have reached this pinnacle considering the ongoing market volatility,”
To celebrate, BKD Wealth Advisors will make a donation to the American Cancer Society (ACS) in memory of Lisa Workman and Ed Crumm, two BKD partners who recently passed away after battling cancer. BKD leaders like Lisa and Ed have helped BKD Wealth Advisors achieve this benchmark through persistence, positive attitudes, commitment and teamwork. The donation—made on behalf of all BKD employees—will go to the ACS Patient Transportation Program, which provides $50 gas cards to cancer patients traveling to and from medical facilities for treatment.
BKD Wealth Advisors is a wholly owned subsidiary of BKD, LLP, offering wealth management services for affluent individuals and families and investment consulting and compliance services for institutional clients. Our advisors build trusted relationships, tailor integrated solutions to help clients meet their goals and combine their knowledge and wisdom with the expertise of top financial institutions, including BKD, LLP, one of the nation’s largest CPA and advisory firms.
BKD, LLP is the top-tier U.S. CPA and advisory firm that delivers its experience and service with a deep understanding of your business, your needs and what it takes to improve your business performance. BKD’s approximately 2,100 personnel, including approximately 250 partners, serve clients in all 50 states and internationally. To learn more, visit bkd.com (http://www.bkd.com/
Praxity, AISBL, a global alliance of independent firms, enhances BKD’s ability to serve the dynamic needs of multinational clients. Praxity™
BKD Wealth Advisors, LLC manages or supervises in excess of $2.07 billion in assets for affluent individuals and families.
* BKD Wealth Advisors is a fee-based investment advisory firm registered with the U.S. Securities and Exchange Commission and is a wholly owned subsidiary of BKD, LLP. Tax solutions are provided by BKD, LLP, while services such as personal wealth planning, investment management, insurance solutions and estate planning activities are provided by BKD Wealth Advisors, LLC. (*As of 9/30/12)