Heritage Bank announces the rollout of Heritage Wealth Management, its new financial planning service.
The bank has partnered with Investment Professionals, Inc. (IPI), an investment brokerage firm from San Antonio, TX, and now offers comprehensive financial planning and investment advisory services to customers across its seventeen Northern Kentucky branches. Services such as retirement planning, professionally managed advisory accounts, mutual funds, annuities, 529 plans, long term care and life insurance and 401K plans are now available to existing Heritage Bank clients as well as any individual seeking these services.
“We believe our partnership with IPI is a tremendous extension of our trusted relationship with our customers, “ said H. Lytle Thomas, President & CEO of Heritage Bank.
Robert J. Davis will serve as the financial advisor for those Heritage customers who wish to take advantage of any of these new services. Davis is a Union resident and has over 14 years of finance industry experience in both bank brokerage and wirehouse settings.
“Creating opportunities to add significant financial value to our Heritage Bank customers is something I’m really excited about,” said Mr. Davis.
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Frank Johnson, a limousine driver with Executive Transport of Newport, has been named the 2016 Limousine & Sedan Chauffeur of the Year by the Taxicab, Limousine & Paratransit Association (TLPA).
Johnson—a retired Marine who is also an active minister—has been a chauffeur for 28 years. He was selected from among thousands of drivers for his devotion to customer service.
“Frank exemplifies everything a chauffeur should be,” said TLPA CEO Alfred LaGasse. “His commitment to safety and service sets the pace for his profession. We are honored to officially recognize him.”
Johnson, Newport born and bred, came to the limousine industry in 1988 after serving four years in the Marine Corps and working 10 years in a brewery. He intended to work as a driver part time but soon “found great enjoyment” in the job and turned it into a career. In his time behind the wheel, he has driven business leaders, family members of important clients, and even the occasional celebrity. He once chauffeured television personality James Brown of The NFL Today show, and the two became friends after discovering shared interests. They still keep in touch by text message.
Johnson was the subject of much praise from customers, who hailed his attentiveness and diligence on the road. Now, after nearly three decades of impeccable service, Johnson will accept his award in front of more than 1,000 industry professionals at the TLPA’s 98th Annual Convention & Trade Show on Nov. 2 at the Hyatt Regency / Phoenix Convention Center in Phoenix, Arizona.