Distinction earns recognition at Cambridge Premier Club 2017 in Vancouver
Tony Conte an independent financial advisor with Conte Wealth Advisors, LLC has been recognized at Cambridge’s Premier Club 2017. This recognition was announced by Cambridge Investment Research, Inc. (Cambridge). Being recognized for Cambridge’s Premier Club honors a financial advisor’s independent business accomplishments while delivering some of the highest levels of client service and reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness. Distinction as a member of Cambridge Premier Club 2017 included a special invitation to Vancouver in British Columbia, Canada, June 11-14, 2017.
“We were honored to have Tony join us at Premier Club 2017,” said President and Chief Executive Officer Amy Webber. “This is truly an exceptional event because it allows us to gather together and share our passion for serving clients. Cambridge Premier Club brought together similar advisors in Vancouver for celebration, educational events, and networking opportunities.”
The conference focused on renewing a commitment to excellence in serving clients, unwavering dedication to independence, and the ability to deliver objective advice to clients. In addition to celebrating this achievement with industry speakers and information sessions, Premier Club advisors engaged in various networking sessions alongside Cambridge’s senior executives.
In Tony’s words ...
“I want to thank my clients for choosing me as their financial professional. I sincerely appreciate their trust in me and their confidence that I will provide them with unbiased recommendations and impartial and objective advice based on their needs and goals.
I appreciate being named to Cambridge’s Premier Club, especially as a reflection of our shared values and dedication to serving clients, and I enjoy the opportunities to share experiences with my peers who are also independent financial professionals.”
About Conte Wealth Advisors, LLC
Conte Wealth Advisors provides innovative planning strategies and wealth management through its team of independent, educated professionals who empower their clients to affect positive and lasting change in their financial, professional, and personal lives. With over 100 years of collective experience, we are proud to be a third generation firm servicing our clients, their children, and grandchildren. Our personal goal is to provide you with guidance that can help you understand and better define your financial goals. What you need to feel secure.
Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Conte Wealth Advisors, LLC are not affiliated.
About Cambridge
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment adviser as well as an industry leading independent broker-dealer. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: succession and acquisition financial lending plus business technology expertise; advice solutions for both asset management and financial planning with portfolio overlay management; platform choices comprised of a corporate RIA or independent RIA for dual registration or fee only business models; a full spectrum of middle office services designed for solo/ensembles, branches, and super branches; as well as outsource services centered on independent advisor firms, including business consulting, client marketing, and office assistance, as well as insurance services. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country. Overall, Cambridge supports over 3,000 independent financial professionals nationwide who serve their thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own.
