Alpha Fiduciary Wealth Management Names John E. Kriss as Senior VP & Investment Advisor
Posted on Thu, May. 08, 2008
PALM BEACH GARDENS, Fla. --
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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