ST. LOUIS – March 13, 2018
– Commerce Brokerage Services
Financial Advisor Chris Ward was recognized by OneAmerica as the top producer for their long-term care solution among banks for 2017. Danielle Rolfes, regional sales director for OneAmerica, presented the award to Ward, who outperformed approximately 23,000 financial advisors at other financial institutions and broker dealers across the country.
Rolfes knows very well the importance of long-term care solutions and the security it offers families. Speaking to this accomplishment, Rolfes said, “There are several signs in today’s environment that point to the importance of having a holistic plan in place. For instance, 10,000 people are turning 69 every day, signaling the rapid pace at which Americans are aging and at an increased risk for health-related expenses. Chris is a naturally talented professional who understands the importance of long-term care solutions and has been very successful in helping his clients prepare a comprehensive financial plan.”
Ward suggests long-term care solutions as part of holistic financial planning for his clients when he identifies a future need. “One of the biggest risks our clients face is the protection of their assets from unexpected, irreversible and catastrophic health-related events,” said Ward, senior vice president and financial advisor. “By creating a plan to address these potential scenarios before they occur, we help provide our clients with peace of mind both financially and emotionally.”
Ward’s holistic approach to planning is embraced by Commerce Brokerage. “We view long-term care as one part of the robust, comprehensive wealth management planning we provide to clients,” said Jeff Burgess, president, Commerce Brokerage Services, Inc. “We evaluate the needs of each of our clients and provide a customized, holistic plan based on their financial goals. We’re proud of Chris for this accomplishment as it underscores the importance of long term care and the value we bring to our clients every day.”
Commerce Brokerage Services, Inc. is a wholly owned subsidiary of Commerce Bank that offers comprehensive wealth management services.
About Commerce Brokerage Services
Commerce Brokerage Services, Inc., Member FINRA and SIPC, is a wholly owned subsidiary of Commerce Bank, a $24.8 billion regional bank holding company, as of December 31, 2017. Since 1985, Commerce Brokerage has offered investing services throughout the Commerce Bank branch network. Commerce Brokerage provides comprehensive wealth management services including: professional money management, investing, insurance, and income planning through financial advisors conveniently located in the communities we serve.
Visit us online at commercebank.com/personal/invest
to learn more.