Bridging the Border to Your Financial Future
In the News
| 7/28/2008 |
Peter Eickelberg Appointed Senior Investment Officer of Keats, Connelly and Associates Peter Eickelberg has been appointed the senior investment officer of Keats, Connelly and Associates. In his new role Eickelberg will be responsible for the firm’s investment department and will act as the chairperson of its investment committee. |
| 7/15/2008 |
Keats, Connelly and Associates Named Top Wealth Management Firm for Eighth Consecutive Year Keats, Connelly and Associates, Inc. has been named one of the top wealth management firms in the country by Wealth Manager magazine, as part of its Eighth Annual Wealth Manager “Top Dog” report. |
| 6/19/2008 |
Keats, Connelly and Associates, Inc. Recognized for Workplace Flexibility and Effectiveness Keats, Connelly and Associates, Inc. was named a winner of the 2008 Alfred P. Sloan Award for Business Excellence in Workplace Flexibility today. |
| 5/28/2008 |
Dale Walters Honored by Arizona Family College Savings Plan Committee Dale Walters has been honored for his outstanding leadership during his tenure as committee chair for the Arizona Family College Savings Plan Oversight Committee (AFCSP). |
| 5/22/2008 |
Ronald G. Kendall Joins Keats, Connelly and Associates Keats, Connelly and Associates has named Ronald G. Kendall its compliance officer. |
| 5/21/2008 |
Bryant Andrus Joins Keats, Connelly and Associates Keats, Connelly and Associates has named Bryant Andrus its newest associate planner. |
| 5/21/2008 |
Renee Bellefeuille Promoted at Keats, Connelly and Associates Keats, Connelly and Associates has promoted Renee S. Bellefeuille to associate planner. |
| 4/9/2008 |
Keats, Connelly and Associates Opens Naples, Florida Office Keats, Connelly and Associates has opened an office in Naples, Florida at the Naples Executive Suites. |
| 3/3/2008 |
Santina M. Michel Named Associate Planner Keats, Connelly and Associates has named Santina M. Michel as its newest associate planner. |
| 2/29/2008 |
Leslie J. Hamilton Joins Keats, Connelly and Associates Keats, Connelly and Associates has named Leslie J. Hamilton as its newest staff planner. |
| 2/21/2008 |
Robert Keats and Dale Walters Named Two of America's Top Financial Planners Robert Keats and Dale Walters, who are the president and CEO of Keats, Connelly and Associates, respectively, have been named two of the “Top Financial Planners in America” by the Consumers' Research Council of America. |
| 1/1/2008 |
Dale Walters Named Top Advisor by Reuters Dale Walters, CPA, PFS, CFP®, Chief Executive Officer, has been named to the “Top Advisors 2008” list by Reuters (LSE: RTR; NASDAQ: RTRSY), the global information company. |
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