SPRINGFIELD, MO, October 28, 2012 /24-7PressRelease/
-- Jack Thurman, president of BKD Wealth Advisors, LLC, is proud to announce the investment advisory firm has reached $2 billion* under management and supervision. This milestone reaffirms BKD's standing as one of the country's top-tier CPA wealth management firms.
"BKD Wealth Advisors is fortunate to have reached this pinnacle considering the ongoing market volatility," Thurman said. "This is not only an achievement for BKD Wealth Advisors, but for all of BKD."
To celebrate, BKD Wealth Advisors will make a donation to the American Cancer Society (ACS) in memory of Lisa Workman and Ed Crumm, two BKD partners who recently passed away after battling cancer. BKD leaders like Lisa and Ed have helped BKD Wealth Advisors achieve this benchmark through persistence, positive attitudes, commitment and teamwork. The donation—made on behalf of all BKD employees—will go to the ACS Patient Transportation Program, which provides $50 gas cards to cancer patients traveling to and from medical facilities for treatment.
BKD Wealth Advisors is a wholly owned subsidiary of BKD, LLP, offering wealth management services for affluent individuals and families and investment consulting and compliance services for institutional clients. Our advisors build trusted relationships, tailor integrated solutions to help clients meet their goals and combine their knowledge and wisdom with the expertise of top financial institutions, including BKD, LLP, one of the nation's largest CPA and advisory firms.
BKD Wealth Advisors, LLC manages or supervises in excess of $2.07 billion in assets for affluent individuals and families.
* BKD Wealth Advisors is a fee-based investment advisory firm registered with the U.S. Securities and Exchange Commission and is a wholly owned subsidiary of BKD, LLP. Tax solutions are provided by BKD, LLP, while services such as personal wealth planning, investment management, insurance solutions and estate planning activities are provided by BKD Wealth Advisors, LLC. (*As of 9/30/12)
BKD, LLP, one of the top tier CPA and advisory firm in the U.S., helps people and businesses realize their goals. Our more than 2,000 dedicated professionals offer solutions to clients in all 50 states and internationally. BKD and its subsidiaries offer clients a variety of services in accounting, audit and assurance, tax, risk management, technology, corporate finance, forensic and valuation services and wealth management. We combine the insight and ideas of multiple disciplines to provide solutions to a wide range of industries, including financial services, not-for-profit, manufacturing, distribution, health care, construction and real estate.
The mission of BKD is to always strive for excellence in providing services to clients, create rewarding career opportunities and maintain sound professional, business and financial standards.---
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