Creative Planning Names Jane Bryant Quinn and Chris Cox to Advisory Board
LEAWOOD, Kan., Jan. 18, 2017 /PRNewswire/ -- Creative Planning, the nation's premier independent wealth management firm, announces that Jane Bryant Quinn and Chris Cox have joined its Advisory Board. Ms. Quinn will serve as Director of Fiduciary Advice and Mr. Cox will serve as Director of Regulatory Governance. They join board members Jonathan Clements, a former Wall Street Journal columnist and financial consumer advocate, as well as Tony Robbins, the entrepreneur, philanthropist, best-selling author of "Money: Master the Game," and the nation's #1 Life and Business Strategist.
"Jane and Chris bring a wealth of knowledge, experience and enthusiasm to the Creative Planning Advisory Board," said Peter Mallouk, President and Chief Investment Officer, Creative Planning. "We are proud to welcome them to our team and introduce them to our clients."
Ms. Quinn's career as a journalist and trusted authority on personal finance spans several decades. She has written regular columns for Newsweek, Bloomberg.com, Woman's Day and Good Housekeeping, and her work has been syndicated to more than 250 newspapers by the Washington Post. Currently, her column appears in the AARP Monthly Bulletin. She has also had a long career on television, appearing on the CBS morning news and evening news. Her own program, Take Charge!, appeared on PBS. Her best-selling book, "Making the Most of Your Money," was named the best personal finance book on the market by Consumers Union. Her latest book, "How to Make Your Money Last: The Indispensable Retirement Guide," was published in January of 2016. She will be working with Creative Planning on client education, and will give presentations, speak at the firm's annual meeting and write letters for clients.
"I'm looking forward to connecting with the clients of Creative Planning," said Ms. Quinn. "Nothing is more important than understanding fiduciary standards and what it means when your financial adviser has a 'duty of care.'"
Mr. Cox's career as an expert in securities and financial matters spans more than four decades. As a partner in the international law firm of Latham & Watkins, and later during a 23-year Washington career that included service as a White House counsel to President Ronald Reagan and chairman of the U.S. Securities and Exchange Commission, he has long had an extraordinary vantage point for understanding the developments that move markets. That unique experience was further enhanced during an 18-year career in the U.S. Congress—including ten years as the fifth-ranked elected leader in the House—where he was responsible for key investor protection legislation that currently governs the capital markets. Today, he advises businesses worldwide as a partner in the international law firm of Morgan, Lewis & Bockius and president of its global strategy arm, Morgan Lewis Consulting. Mr. Cox will keep Creative Planning apprised of regulatory and compliance best practices, global business and financial trends and other current developments in these areas, as well as speak at client events.
"Creative Planning has a sterling reputation for serving their clients' best interests," said Mr. Cox. "Staying abreast of the latest developments in the ever-evolving financial services regulatory environment, as well as important trends in the financial marketplace, are key elements of that success. I welcome the opportunity to join the other members of the Advisory Board in sharing my experience for the benefit of Creative's clients."
Creative and its Chief Investment Officer, Peter Mallouk, are featured as CNBC’s #1 Wealth Management Firm in America (2015-2016) and rank on every list of Barron’s ‘Top 100 Independent Financial Advisors in America’ (named three times at #1, 2013-2015).
About Creative Planning
Creative Planning is a nationally recognized leader in the wealth management community focused on providing clients with customized investment plans and comprehensive wealth management services. For over 20 years, the Creative Planning team has been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. Peter Mallouk, the President and Chief Investment Officer of Creative Planning, has been named the #1 Independent Financial Advisor in America three years in a row by Barron's (named three times at #1, 2013-2015) and Creative Planning was also named #1 U.S. Wealth Management Firm by CNBC (2015-2016). Creative Planning has more than $22 billion in assets under management with clients in all 50 states. For more information, visit https://thinkingbeyond.com/.
About Creative Planning
Creative Planning is a nationally recognized leader in the wealth management community focused on providing clients with customized investment plans and comprehensive wealth management services. For over 20 years, the Creative Planning team has been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. Peter Mallouk, the President and Chief Investment Officer of Creative Planning, has been named the #1 Independent Financial Advisor in America three years in a row by Barron's (named three times at #1, 2013-2015) and Creative Planning was also named #1 U.S. Wealth Management Firm by CNBC (2015-2016). Creative Planning has more than $22 billion in assets under management with clients in all 50 states. For more information, visit https://thinkingbeyond.com/.
Katharine Sargent
JConnelly
(646) 922-7774
[email protected]
SOURCE Creative Planning
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