ONEONTA, N.Y. (November 25, 2011) – NBT Financial Group Corporate Senior Vice President Timothy Handy announces that Kathleen Keable, an independent financial advisor at NBT Financial Services in Oneonta, NY, was recently recognized as a top financial advisor and named to the LPL Financial Freedom Club. This distinction is based on an annual production ranking of all registered advisors supported by LPL Financial LLC (“LPL Financial”), the nation’s largest independent broker-dealer*, and is awarded to less than 25 percent of the firm’s more than 12,000 advisors nationwide.
“We congratulate Kathleen for achieving this prestigious recognition, which is based on how successful advisors are in growing their businesses by delivering services and solutions to their clients,” said Handy. “Members of the LPL Financial Freedom Club are among the premier financial advisors in the industry and serve as trusted resources and counselors for their clients and their communities.”
Kathleen is affiliated with LPL Financial and provides independent financial planning services, investment advice and asset management services to clients in the Oneonta regional area.
About NBT Financial Group:
NBT Financial Group, a division of NBT Bank, provides trust, investment**, insurance** and retirement services to individuals and organizations in New York, Pennsylvania and Vermont. The group had nearly $3.76 billion in assets under administration and management as of June 30, 2011.
About NBT Bank:
NBT Bank provides personal banking, asset management and business services. The independent community bank, based in Norwich, N.Y., has a total of 87 offices in upstate New York and Vermont. NBT Bank’s parent company, NBT Bancorp Inc., had assets of $5.3 billion as of June 30, 2011.
About LPL Financial:
LPL Financial is one of the nation’s leading financial services companies and largest independent broker/dealer (based on total revenues as reported in Financial Planning magazine, June 1996-2011). Headquartered in Boston, Charlotte, and San Diego, LPL Financial and its affiliates offer industry-leading support to more than 12,000 financial advisors and over 750 financial institutions who, in turn, provide independent financial advice to millions of Americans.
* Based on total revenues, Financial Planning magazine, June 1996-2011
**Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. NBT Bank, N.A., NBT Financial Group, and NBT Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.
Securities & Advisory Services offered through LPL Financial
Not a Deposit, Not FDIC Insured, Not Insured by any Federal Government Agency, Not Guaranteed by the Bank, May Lose Value