Alpha Fiduciary Wealth Management Names John E. Kriss as Senior VP & Investment Advisor

Curtis L. Lyman, President & CEO of Alpha Fiduciary Wealth Management, today announced that John E. (Jack) Kriss has joined the firm as Senior Vice President and Investment Advisor.

"With his professional maturity, breadth of experience and process orientation, Jack Kriss will be an invaluable asset to Alpha Fiduciary and our clients," said Lyman. "He brings the high-flying vision that one would expect from a longtime pilot, and the keen investment insight and first-hand experience that current and former business executives will appreciate as they seek to maximize their post-retirement income."

"As one who has seen firsthand the complexity of retirement decisions, I felt there must be a better approach for clients who are concerned about the quality of their retirement lives," said Kriss. "The independence of Alpha Fiduciary and its team commitment to Excellence and Integrity are of critical importance to me as I work with clients looking for quality retirement planning and business succession planning."

Mr. Kriss recently completed a 30 year career as a professional pilot culminating in his early retirement from American Airlines where he served as an International Captain and Flight Standards Check Airman. In addition, he performed substantial service to his fellow pilots through work on their association's Strategic Planning and other committees. He is Series 65 licensed and recently received the prestigious designation of Certified Wealthcare Analyst.

Mr. Kriss received his Bachelor's degree in Business and Marketing from Western Kentucky University, following his service in the United States Army during the Vietnam War. He and his wife Cathy have been married for 34 years and have three grown sons.

The addition of Jack Kriss is just the latest of several positive achievements at Alpha Fiduciary Wealth Management.

Last month, the SEC-registered investment advisory firm launched a new client-friendly Web site at www.alphafwm.com.

And earlier this year, the firm was admitted to the prestigious Paladin Registry and was awarded Paladin's official Five Star quality designation.

About Curtis L. Lyman and Alpha Fiduciary Wealth Management:

Curt Lyman is the President & CEO of Alpha Fiduciary Wealth Management, located at 11025 RCA Center Drive in Palm Beach Gardens, Florida. An attorney and a member of the New York Bar, Mr. Lyman has worked with Investors throughout the State of Florida for more than 20 years, serving as the Founding President of the Raymond James Trust Company, President of the STI Private Capital Group, the ultra-high net worth investment advisory arm of SunTrust Banks, and the Florida President of Wilmington Trust. Alpha Fiduciary Wealth Management is an SEC-registered investment advisory firm serving the needs of high net worth individuals, foundations, and other charitable organizations.

Alpha Fiduciary Wealth Management is independently owned and locally operated. It is not beholden to the corporate agenda of large Wall Street firms, and the investment banking or research arms of larger corporate banks do not influence its decisions. Alpha's investment advice is free from these conflicts of interest which have plagued Wall Street giants.

Alpha Fiduciary Wealth Management's advice spans a broad range of financial areas including:

-- Wealthcare Planning for Individuals and Institutions

-- Development of Tactical and Strategic Asset Allocations

-- Implementation of Investment Strategies using exchange traded funds, third-party separately managed accounts or custom designed portfolios

-- Retirement Planning

-- Tax Minimization

-- Estate Planning and Trust Management

For more information, please call 561.207.6399 or visit www.alphafwm.com.

For Alpha Fiduciary Wealth Management, Palm Beach Gardens PR-BS, Inc. Gary Schweikhart, 561-756-4298 gary@pr-bs.net

 

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