Dale Walters, CPA, PFS, CFP®, Chief Executive Officer for Keats, Connelly and Associates, a Phoenix-based wealth management firm specializing in managing the complexities of accumulated wealth and US/Canadian cross-border planning, has been named to the “Top Advisors 2008” list by Reuters (LSE: RTR; NASDAQ: RTRSY), the global information company.
Reuters released the list as part of the launch for Reuters AdvancePoint™, an online community connecting investors with financial advisors in an atmosphere of trust and confidence. To be considered for the honor, Reuters asked advisors nationwide to complete an online survey regarding the metrics of their practice, and resulting submissions were tabulated and grouped by geographic regions. Quantitative criteria were used to benchmark advisors in categories including location, assets under management and niche client focus.
Walters has been active in the financial planning industry for over 25 years. He currently participates in the Financial Planning Association’s International Advisory Council for the Americas, the Central Arizona Chapter of the Estate Planning Council, the Central Arizona Chapter of Arizona Business Leadership and the Arizona Society of Certified Public Accountants.
A four-time world heavyweight karate champion and fourth-degree black belt in Judo, Walters lives in northeast Phoenix with his wife, Charlene, and their two children.
In addition to this honor, KeatsConnelly was recognized earlier this year with an Award for Excellence in Corporate Volunteerism for companies with 50 or fewer employees for its ongoing commitment to the community. They were also named a 2007 “Company to Watch” by the Arizona Small Business Association.
KeatsConnelly is a wealth management firm with offices in Arizona, Florida and Michigan. The firm specializes in managing the complexities of accumulated wealth and US/Canadian cross-border planning through an integrated approach including: financial, investment, tax, estate and business planning, as well as the detailed management of all financial records and accounts. Keats, Connelly and Associates’ fee-only compensation model enables the company to maintain its philosophy of promoting clients’ best interests at all times while avoiding any potential conflict of interest with commissions. For more information on Keats, Connelly and Associates, please visit www.keatsconnelly.com.