Robert Wright & Ann Case
Ann Case Recognized as a Top Financial Advisor By LPL Financial
Excelsior Springs, MO, November 11, 2013—Ann Case, an independent financial advisor at WealthSprings, LLC in Excelsior Springs, MO today announced that she was recognized as a top financial advisor and named to the LPL Financial Patriot’s Club. This distinction is based on a ranking of all registered advisors supported by LPL Financial LLC (“LPL Financial”), the nation’s largest independent broker-dealer, and is awarded to less than ten percent of the firm’s more than 12,000 advisors nationwide.
“We congratulate Ann Case for achieving this prestigious recognition, which is based on how successful advisors are in growing their businesses by delivering services and solutions to their clients,” said Bill Dwyer, President of National Sales and Marketing for LPL Financial. “We believe members of the Patriot’s Club are among the premier financial advisors in our industry. They serve as trusted resources and counselors for their clients and their communities.”
Ann Case is affiliated with LPL Financial and provides access to independent financial planning services, investment advice and asset management services in Excelsior Springs and surrounding areas.
About LPL Financial
LPL Financial is one of the nation’s leading financial services companies and largest independent broker-dealer (based on total revenues as reported in Financial Planning magazine, June 1996-2013). Headquartered in Boston, Charlotte, and San Diego, LPL Financial and its affiliates offer industry-leading support to more than 12,000 financial advisors and over 750 financial institutions who, in turn, provide independent financial advice to millions of Americans.
Investment advice offered through PCG Wealth Advisors, a registered investment advisor. PCG Wealth Advisors and Wealthsprings are separate entities from LPL Financial.