Bruce Jones recognized with special award from 1st Global Founder Tony Batman.
ELK GROVE VILLAGE, Ill., Dec. 30, 2015 /PRNewswire/ — Porte Brown LLC, www.portebrown.com, a Chicagoland CPA firm providing accounting, audit, tax, technology and wealth management services, is pleased to announce Porte Brown Wealth Management has been recognized for its exceptional work and accomplishments by earning the Four Diamond Eagle Award at the 2015 1st Global National Conference at the Omni Amelia Island Resort in Fernandina Beach, Florida. In addition, Porte Brown Wealth Management's champion partner, Bruce Jones, was honored with the 2015 Success to Significance Award.
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"Diamond Eagle firms set the standard of excellence in our industry by creating meaningful outcomes for the individuals, families and businesses these firms serve," says 1st Global founder and CEO Tony Batman. "Diamond Eagle firms epitomize more than just success – they are significant because of their dedication to this noble pursuit."
1st Global, a research and consulting partner for high-achieving CPA firms offering wealth management, is also pleased to congratulate Bruce Jones, CPA, on being named the winner of the 2015 Success to Significance Award. Jones received the Success to Significance Award for his remarkable commitment to ensuring Porte Brown will continue to serve future generations of clients by energetically leading the firms' adoption of wealth management best practices and establishing a culture of teamwork, education and collaboration.
The Success to Significance award is one of six Founder's Awards selected by Batman. The winners represent virtuous accomplishments reflecting 1st Global's corporate values in the following areas: Advocacy, Wisdom Sharing, Knowing WHY, Challenging Conventional Wisdom, Being a Client Servant and Moving from Success to Significance.
1st Global is proud to celebrate Porte Brown Wealth Management LLC for achieving its sixth consecutive Diamond Eagle award. The Diamond Eagle award is given to firms based on the criterion of the firm's production volume across all product lines. 1st Global admires Porte Brown's commitment to serving its clients through comprehensive financial advice, and congratulate Porte Brown on its continued growth and success.
"Achieving the Four Diamond Eagle level is an incredible accomplishment. Only firms that reach specific goals set forth at the beginning of the year are presented with Diamond Eagle awards. I am especially proud to see Porte Brown Wealth Management continue its stellar growth and success," said Batman. "This places Porte Brown Wealth Management among 1st Global's top-producing firms."
About 1st Global
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. More than 500 firms have chosen to affiliate with 1st Global, making the company one of the largest financial services partners for the tax, accounting and legal professions.
1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Suite 1200 in Dallas, Texas, 75251; 214-294-5000. Investment advisory services offered through 1st Global Advisors, Inc., an SEC-Registered Investment Adviser. Additional information about 1st Global is available via the Internet at www.1stGlobal.com.
About Porte Brown
For more than 65 years, Porte Brown LLC has provided accounting services to individuals and businesses throughout Chicago and the suburban areas. Porte Brown specializes in tax planning and preparation services, audit, business valuations, wealth management, retirement plan administration and consulting. Porte Brown also provides strategic consulting and leading-edge technology implementation for clients in cloud and non-cloud environments.
Securities offered through 1st Global Capital Corp., Member FINRA & SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.
Contact: Pam Metzger, Email, 847-956-1040