Thomas W. Balcom of IBIS Wealth Management Named President of Financial Planning Association of Broward County 

IBIS Wealth Management, a fee-only, Registered Investment Advisor firm with locations in Boca Raton and Miami, Florida, is pleased to announce that Founder, Thomas W. Balcom, CFP®, CAIA, MBA, has been elected as 2011 President of the Florida Planning Association of Broward County.

by Gina Balcom Thursday, January 06, 2011
BOCA RATON, Fla. (Jan. 4, 2011) –The Financial Planning Association (FPA®) of Broward County elected Thomas W. Balcom, CFP®, CAIA, MBA, as 2011 President. Balcom began leading as President of the organization on January 1, 2011.

“It is an honor to be elected by my peers to serve as President of the Financial Planning Association of Broward County,” said Balcom, who is the Founder of IBIS Wealth Management, a fee-only, Registered Investment Advisor firm with office locations in Boca Raton and Miami, Florida. “We have an experienced and energetic Board of Directors and we are all looking forward to an exciting 2011, with numerous events planned.”

Balcom has been providing investment management advice to high net worth individuals for over 11 years. He has been an active FPA Board member for the past 7 years and serves as an adjunct professor for the Certified Financial Planner program at Barry University. Balcom is a Hurricane Club Council member for his alma mater the University of Miami and was the recipient of the 2008 Structured Product Associations Leading Edge Advisor Award for his innovative work with structured investments.

Balcom has hit the ground running, already working hard securing high-caliber speakers and sponsors for the 31st Annual South Florida FPA Conference, scheduled for April 28th-30th, 2011 to be held at the Westin Hotel in Ft. Lauderdale. With over 150 financial advisors scheduled to attend, it is South Florida’s largest conference for financial planning practitioners. College scholarships are scheduled to be awarded this year to high school senior applicants looking to pursue a degree related to the financial services industry. For more information visit: http://www.southfloridafpa.org

About IBIS Wealth Management
IBIS Wealth Management is a fee-only, Registered Investment Advisor (RIA) firm located in South Florida with offices in Boca Raton and Miami. The award-winning Certified Financial Planning (CFP®) advisors at IBIS Wealth possess over 40 combined years of experience and specialize in investment and wealth management solutions for high net worth individuals, family trusts, charitable foundations and qualified retirement plans. For more information or to register for The IBIS Wealth Investment Commentary visit: http://www.ibiswealth.com or follow IBIS Wealth on Facebook at: http://www.facebook.com/IBISWealth

Contact:
Thomas W. Balcom, CFP®, CAIA, MBA
Founder, IBIS Wealth Management
1650 S. Dixie Highway, Suite #201
Boca Raton, Florida 33432
Phone: 561-948-0340
www.ibiswealth.com
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About IBIS Wealth Management IBIS Wealth Management is a fee-only, Registered Investment Advisor (RIA) firm located in South Florida with offices in Boca Raton and Miami. The award-winning Certified Financial Planning (CFP®) advisors at IBIS Wealth possess over 40 combined years of experience and specialize in investment and wealth management solutions for high net worth individuals, family trusts, charitable foundations and qualified retirement plans. For more information or to register for The IBIS Wealth Investment Commentary visit: http://www.ibiswealth.com or follow IBIS Wealth on Facebook at: http://www.facebook.com/IBISWealth

0    submitted by Gina Balcom
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