SPRINGFIELD, MO, December 13, 2012 (Press-News.org) Jack Thurman, president of BKD Wealth Advisors, LLC, is pleased to announce the addition of David Richards as managing advisor. Richards will serve as office director for the Little Rock practice and BKD Wealth Advisors' new practice in Dallas, Texas.
He is a CERTIFIED FINANCIAL PLANNER and has been part of the wealth management industry since 1996, providing financial and estate planning services to high-net-worth families. Richards is a 1997 graduate of Missouri State University, Springfield, with a B.S. degree in finance, and a 2002 graduate of Newman University, Wichita, Kansas, with an M.B.A. degree.
"We are confident that Dave and our BKD Wealth Advisors professionals, combined with the strength of the BKD, LLP professionals in Dallas, can deliver exceptional wealth management services to the Dallas area," Thurman said.
BKD Wealth Advisors' Dallas office offers focused experience to clients in wealth management, financial planning, tax planning, estate planning, employee benefit plan consulting and portfolio management services.
BKD Wealth Advisors, LLC has six offices in the Midwest, managing and consulting on in excess of $2 billion for affluent families and institutions.
BKD Wealth Advisors, LLC 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. We build trusted relationships and tailor integrated solutions to help you meet your goals. Our advisors 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, 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.
BKD Wealth Advisors Adds Office Director for Dallas Practice
Jack Thurman, president of BKD Wealth Advisors, LLC, is pleased to announce the addition of David Richards as managing advisor.
2012-12-13
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[Press-News.org] BKD Wealth Advisors Adds Office Director for Dallas PracticeJack Thurman, president of BKD Wealth Advisors, LLC, is pleased to announce the addition of David Richards as managing advisor.