Today, we reach a major milestone as we celebrate our 35th
anniversary. When Jack Walsh founded Money Concepts in 1979, he had a
mission to help financial advisors achieve success
with turnkey systems and procedures that offered holistic financial planning and
wealth management solutions. And while so many things have changed over the
last 35 years, there is one thing that has remained the same...our dedication
to Mr. Walsh’s original mission. Today, at the helm, driving the organization to
new heights is Jack’s son, Denis, who leads Money Concepts in the role of CEO.
From
inception, establishing a strong foundation of leadership that would leave a
lasting legacy has been a top priority for the Walshes. With this foundation,
Money Concepts has been able to provide thousands of nonproprietary independent
financial products and services to our advisors, which means success for our
clients, success for our representatives, and ultimately, ongoing growth for
our company. Today, we can proudly say there are more than 700 Money Concepts
Planning Centers throughout North America, Europe and the Pacific Rim.
One
of the most exciting and most gratifying
parts of this journey is the success our advisors have achieved. We were
created to help financial advisors. To witness their longevity, quality of work
and guidance they give their clients fills us with an overwhelming sense of
pride and accomplishment. We are honored to have them working with us and will
do everything in our power to maintain and earn the trust they have placed in
us. We also want to recognize the corporate staff for the quality effort they
put forth. We could not have reached this achievement without you.
“We are very proud of all of
our staff. They are a great group of people who are dedicated, hardworking and
enjoy what they do and it shows. The real key to our company culture is the
love we have for what we do and a respect for everyone we work with,” President
and CEO Denis Walsh said of his organization.
Our goal over the next 35 years is to build the premier
independent financial planning and wealth management company in the world. We
want to build a firm that satisfies the needs of advisors today, and looks to
the future, positioning us at the cutting edge of technology, allowing us to
adapt as changes occur in the market.
Executive Vice President Barry Dayley adds, “I believe as long
as you’re growing, you’re vibrant, you have fresh ideas, you are seeking
opportunities, you’re not just managing something, you’re really growing
something; you will not have reached your pinnacle – and we are far from that
now.”
Happy Anniversary, Money Concepts and here’s to many years to
come!
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