Investment company recognizes Fountain Financial
Published 10:42 pm Saturday, September 4, 2010
- Willard H. (Butch) Colson, CEO, presents a certificate to James Fountain and Jim Fountain in honor of their achievements. James also spoke at the meeting on ‘Knowing Your Clients’ Financial Needs’ and ‘Helping Your Clients Invest for the Long Term.’
James Fountain and Jim Fountain of Fountain Financial Services of Moultrie recently attended the W.H. Colson Securities Annual Compliance Meeting in Greenville, N.C., where James Fountain was recognized as the Top Financial Advisor and Top Branch Office in the company.
Fountain has been the top representative for three consecutive years.
He also spoke at the meeting on “Knowing Your Clients’ Financial Needs” and “Helping Your Clients Invest for the Long Term.”
James Fountain has been security licensed for 23 years and specializes in the areas of estate planning, retirement planning and asset allocation.
His son, Jim, joined him in the family-owned business in January of 2009 and is in the process of obtaining the many licenses required to become a financial advisor.
Their office is also an Endorsed Local Provider (ELP) for Dave Ramsey. Other office staff members include his wife, Deatrice Fountain and office manager Donna Hartsfield.