Wealth Solutions Advisors Earn Industry Recognition

Several Country Club Bank Wealth Solutions Advisors were presented with awards at a recent industry meeting.

Congratulations to Country Club Bank’s Wealth Solutions team! On January 11, several Wealth Solutions Advisors were recognized at the Money Concepts meeting for their achievements in three categories: New Heights, Enduring Excellence and Pinnacle Award.

New Heights Award

Dail Blake and Ed Kerley received the New Heights Award. It is presented to a person who is continually adapting and growing their business to thrive in the industry. To be considered for the New Heights Award required a previous year production minimum of $50,000 and a more than 25% increase over the previous year.

Pictured above: Dail Blake (left) and Ed Kerley (right)

Enduring Excellence Award

Successful wealth managers must be able to study market trends and their clients’ financial status to make wise and timely decisions. The recipients of the Enduring Excellence Award, Kevin Clifford and Kevin Hennessy, demonstrated excellent leadership skills and strategic planning abilities.

Pictured above: Kevin Clifford (left) and Kevin Hennessy (right)

Pinnacle Award

The Pinnacle Award recognizes top-performing advisors. Dennis Clifford (left) was recognized in the financial institution-based advisors category, where he was the top-performing producer.