Business Directory, Press Releases, Jobs, Products, Services, Articles
Businesses Articles Press Releases Follow @PRcom
Press Release Pricing | News by Category | News by Country | News by US Region | Recent News | News on Your Site

Press Releases

CCR Wealth Management

Press Release

Share      Blog

Receive press releases from CCR Wealth Management: By Email PDF Version RSS Feeds:

Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year at Annual Awards Conference

Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year at Annual Awards Conference
Westborough, MA, June 21, 2016 --( Mark Palmerino, financial consultant and partner at CCR Wealth Management, recently attended Cetera Advisors’ annual awards conference where he accepted the Ensemble of the Year award on behalf of his firm. This team of top producing, seasoned professionals gained this honor by leveraging distinct backgrounds, credentials, and experience to build solid, customized plans and portfolios in the name of clients’ best interests.

The annual conference was aimed at bringing together advisors from across the country to celebrate the accomplishments of 2015. The event, held at the Hyatt Regency Maui Resort and Spa in Hawaii between April 28 and May 1, featured presentations from the Cetera executive team and some of the industry’s preeminent thought leaders. Attendees left inspired to continue aiming for the highest levels of professional achievement and success.

“Since inception in 1998 our firm has grown from a startup entity to a team of 16 that manages more than $1.1 billion in assets for individuals, corporations, retirement and pension plans and nonprofit organizations,” said Palmerino. “Structuring our firm as an Ensemble since inception has been a huge part of that success. Our team is what sets us apart from the others.”

Erinn Ford, President of Cetera Advisors, commented, “Our advisors never cease to amaze us and the team at CCR Wealth Management is no exception. They are known for always going above and beyond to understand clients by looking for ways to make their lives better. We continue to be committed to providing our advisors with the support and service they need to reach their highest potential in 2016 and beyond.”

Another highlight of the conference was Cetera Advisors’ successful fundraiser through Caring Cetera, an advisor-initiated charitable fund (501c3) created to aid advisors and their families during times of personal tragedy, responding to disasters in the communities where Cetera Advisors practices, and to help leave a “generosity footprint” in the communities where its events are held. Thanks to the generosity of attending advisors, over $100,000 was raised during the four day conference. Almost half of the proceeds were donated to Ka Lima O Maui, an organization that provides job training and placement for individuals with disabilities. The remaining contributions will be donated to Caring Cetera to continue helping advisors during times of need.

About Cetera® Advisors
Cetera Advisors LLC is an independent broker-dealer and registered investment adviser (RIA) firm offering efficient and convenient access to an extensive network of people, products and services to more than 1,100 financial professionals. As part of Cetera Financial Group®, a leading network of independent retail broker-dealers, the firm is able to offer all the benefits of a large, well-capitalized broker-dealer, including innovative technology, leading wealth management and advisory platforms, and comprehensive broker-dealer and RIA services, with the personal relationships often found only at a boutique firm.

Securities and Advisory Services offered through Cetera Advisors LLC, Broker Dealer member FINRA, SIPC, and Registered Investment Advisor registered with the SEC. Cetera Advisors LLC and CCR Wealth Management LLC are not affiliated companies.
Contact Information
CCR Wealth Management
Amanda Jansson

Click here to view the list of recent Press Releases from CCR Wealth Management
Promote Your Business