Posted on Feb 12, 2019
We are excited to share news that BAR Financial, LLC recognized Tim Owings, Windsor Wealth Advisors Vice President/Wealth Advisor, as the 2018 Representative of the Year.
We are excited to share news that BAR Financial, LLC recognized Tim Owings, Windsor Wealth Advisors Vice President/Wealth Advisor, as the 2018 Representative of the Year at the company’s annual kick-off meeting held in January. Bar Financial selected Tim for this honor from the dozens of eligible representatives and numerous financial institutions in the company’s east region.
The award criteria included completing all training and compliance requirements, exceeding the production goal for the year, receiving no customer complaints, and responding promptly to all requests from the broker/dealer as well as the office of supervisory jurisdiction. Furthermore, this is the first time a first-year BAR Financial representative has ever received the Representative of the Year Award. With the support of Windsor Wealth Advisors, Sales Assistant Linda Eberhart, Tim exceeded his 2018 goals by over 20%!
Photo Caption: From left to right, BAR Financial, LLC Regional Sales Manager Shad Newhart, ACNB Bank Senior Vice President/Wealth Management Officer Mark Bernier, BAR Financial, LLC Regional Sales Manager Bob Burch, and Winsor Wealth Advisors/Wealth Advisor Tim Owings.
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Located at: 444 WMC Drive, Westminster, MD 21158.