SOURCE: American Portfolios Financial Services

American Portfolios Financial Services

June 06, 2017 15:50 ET

American Portfolios Assembles its Leading and Influential Investment Professionals at the Firm's 2017 Leaders Conference

HOLBROOK, NY--(Marketwired - June 06, 2017) - American Portfolios Financial Services, Inc. (APFS), a privately-held, independent broker/dealer that services financial advisors across the country, invited its top investment professionals at the 2017 Leaders Conference, held from May 18-21, in Jackson Hole, Wyo. The conference is the firm's distinctive way of recognizing those advisors and managers who demonstrated exceptional performance in business during 2016.

"The Leaders Conference acknowledges those colleagues who rose above the fray, advanced their practices and made a difference in the lives of their clients, associates, communities and families, despite existing uncertainty and turbulence within the financial services industry," said APFS CEO Lon T. Dolber. "Corralling business leadership brings big ideas to the table; their drive and dedication is vital to the success of APFS."

In a time of distraction and disruption within the financial services industry, APFS' choice of venue for this year's Leaders Conference was extremely purposeful. The event was held at the Four Seasons Resort in Jackson Hole, Wyo., where for three nights and four days attendees enjoyed an all-expenses paid retreat in the unspoiled wilderness and romance of the Old West. The location afforded APFS' affiliated colleagues and their guests -- along with American Portfolios Advisor Council (APAC) members, AP Holdings Board Members and select senior management staff from the home office -- a chance to relax, unwind and recharge in luxurious surroundings of nature.

"We look to find ways to enrich advisors' businesses and connect with those who value the relationship they've chosen with us," said President of Sales and New Business Development Tim O'Grady. "These connection points are vital in our business, and we look forward to having many more of these types of conferences with our valued affiliated colleagues throughout the year and beyond."

Leaders Conference attendees indulged in a bevy of pure and natural experiences surrounded by the stunning vistas of the famed Grand Teton Mountain Range, which is teeming with an inspiring array of wildlife. The three-day weekend included a mix of rustic adventure (hiking, biking, rafting, horseback riding) and luxury accommodations at one of America's finest resorts. Planned treks to neighboring Yellowstone Park and Old Faithful were mingled between opportunities to network and exchange business ideas with close colleagues, friends, APFS executives and firm focus partners.

Looking ahead, APFS is gearing up for the firm's annual national conference, Connections 2017, which will be held from Oct. 25-27 at Mohegan Sun in Connecticut.

About American Portfolios

Headquartered in Holbrook, N.Y., APFS is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis. The company currently serves 803 independent investment professionals located in 365 branch locations throughout the nation. It was named Broker-Dealer of the Year* (Division III) by Investment Advisor magazine in 2015 and 2016. Additionally, it was recognized as the No. 1 Best Small/Mid-Size Company to Work for in the state of New York for 2016, and again placed in the Top Five Best Companies for 2017, by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG).

*Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/dealers rated highest by their representatives are awarded "Broker/Dealer (B/D) of the Year."

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