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Local Financial Advisor Honored Press Release Southport, NC — 02/16/05 — William Brett McKeithan a financial advisor with American Express in Southport, NC, has been selected for the company’s prestigious President’s Recognition Award. The President’s Recognition Award recognizes American Express financial advisors who demonstrate exceptional written advice. The criteria includes a review of written recommendations, communication of strategies that can help clients achieve their financial goals, rationale for why the recommendations are appropriate and well-suited for the client’s situation, provision of flexibility and options for the client, and overall clarity and professionalism of the advice provided. McKeithan has been an advisor for 7 years at the Southport office of American Express located at 503 N. Howe St. Financial advisors are chosen for the President’s Recognition Award based on the overall excellence of their financial planning services. Winners must consistently produce comprehensive financial plans which exhibit a thorough analysis of client needs and financial goals with clear and suitable recommendations for achieving those goals. American Express Financial Advisors is one of the nation's leading financial planning companies. It is part of the American Express Financial Corporation, which currently owns or manages more than $410 billion in assets. Through a network of more than 12,000 financial advisors and its online services, the company provides comprehensive, long-term financial planning and high quality financial products to more than 2.5 million clients throughout the United States. For more information, visit the company's website www.americanexpress.com or call (800) GET-ADVICE. American Express Financial Advisors Inc. Member NASD. American Express Company is separate from American Express Financial Advisors Inc. and is not a broker-dealer. More Articles About The Southport, NC Area
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