Concorde recognized as Best Place to Work for Financial Advisers

Concorde Investment Services (Concorde), a nationally recognized private firm offering a full spectrum of services and support for financial professionals, announced today that the firm has been recognized by InvestmentNews as a 2020 Best Place to Work for Financial Advisers. Concorde Holdings president and CEO Jason Kavanaugh made the announcement.

“At Concorde, we are proud to live our core values, which focus on experience, relationships, entrepreneurship and constant innovation,” said CEO Jason Kavanaugh. “These values not only guide the way we approach our business day in and day out, but also serve as the playbook by which we collaborate with our incredibly talented team of financial professionals. We are a family. Our goal is to maintain our culture and core values above all else, which we know will fuel successful client partnerships and continue our strong track record of recruiting—and retaining—top talent.”

Concorde was chosen as one of this year’s top 75 firms to work for based on employer and employee surveys, which highlighted outstanding company culture, extensive benefits, unlimited career paths, access to leadership, unmatched resources and more.

"We are thrilled to identify, and commend, these 75 firms that understand the importance of a strong workplace culture," said George Moriarty, InvestmentNews chief content officer. "They are role models to the industry, in that they empower advisers to focus on delivering exceptional service to their clients."

Now in its third year, InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program. Concorde is highlighted in the April 27th issue of InvestmentNews and at bestplacesforadvisers.com.