2012 Managed Money Press Release
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Donald M. Roy, a financial professional from New England Wealth Advisors, attended the Securities America Managed Money Conference in Arizona to stay informed on the growing number of complex investment choices available and bring that knowledge back to better serve his clients. The conference provided advisors with ideas and tactics on the third-party money manager programs available through Securities America to expand their advisory services. Roy has been with Securities America for over 9 years and regularly attends their conferences as part of ongoing efforts to best serve his clients at New England Wealth Advisors.
2012 Managed Money Press Release
- 1. Donald M. Roy Attends 2012 Managed Money Conference MERRIMACK, Donald M. Roy, CFP®, RFC, CFS, of New England Wealth Advisors in Merrimack, attended Securities America’s Managed Money Conference in Scottsdale, Ariz., Nov. 5-7. “The number and type of investment choices available in the market today continues to grow,” said Roy. “In addition, these choices have become increasingly complex. It’s important for me, as a financial professional, to stay informed on those choices so I can best serve my clients. The Securities America Managed Money Conference, in a short period of time, gives me a great deal of information that I can bring back to my practice to help my clients.” The conference provided ideas, techniques and tactics to help advisors learn more about the programs offered by the third-party money managers available through Securities America and expand their investment advisory services to clients. The Managed Money Conference is an annual event Securities America Advisors offers exclusively to its advisors by invitation only. More than 65 Securities America advisors attended the conference. Roy is a Registered Principal & Registered Representative of Securities America and has been with the broker- dealer for more than 9 years. New England Wealth Advisors provides comprehensive financial services in the areas of retirement planning, education planning and investment and wealth management. Since joining Securities America, Roy and his staff at New England Wealth Advisors attend Securities America conferences in an ongoing effort to best serve their clients. About Securities America Headquartered in La Vista, Neb., Securities America Inc. is the nation’s eighth largest independent broker-dealer (as ranked by Financial Planning magazine, June 2012, based on 2011 total revenue). For more than 25 years, Securities America’s mission has been to foster the success of financial professionals so they can provide quality, objective financial counsel and services to their clients. Advisors benefit from the firm’s industry-leading programs in practice management, advisory services and retirement income distribution, supported by state-of-the-art technology. Founded in 1993, Securities America Advisors Inc. is an SEC-Registered Investment Advisory firm that offers investment management, financial advice and financial planning through a national network of independent financial advisors. Securities America Financial Corp. is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). Securities America received the inaugural Thought Leadership Award from the Retirement Income Industry Association in March 2011. Additional information is available at www.securitiesamerica.com. ### SOURCE: SECURITIES AMERICA Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC. <Advisor Firm Name> and the Securities America Companies are unaffiliated. SAI#575319