In our 2003 inaugural edition of Paducah Bank Expressions!, we introduced the newly added investment products and services of PB Investment Services. In this issue, we are pleased to introduce two new members of our award-winning cast of hard-working investment performers making our brokerage and investment department an even bigger production than ever. (We’ll pause for applause!)
Shirley Jennings and her son, Keith, have teamed up with our original cast of George Shaw and Wendy Kester and bring with them experience, knowledge, and a sincere desire to offer their personal and professional expertise to the growing number of PB Investment Services clients.
Teamwork was one of the elements that drew Keith Jennings to his new position at Paducah Bank. “I believe we’re unique at PB Investments because we have four advisors sharing ideas, time, and skills to improve our clients’ financial service experience,” he said. “This small group and close association of advisors also gives us the ability to really get to know our clients and to develop lasting relationships through working toward common goals.”
Shirley Jennings agrees with her son and protégé, but in a different way. “I think we are four competent advisors, with four very different skill sets, and one common vision. This gives our clients the best of all worlds,” she added.
Her secret to successful investment advice? “I believe it all boils down to time and effort. Taking the time to understand a client’s personal needs and then developing a plan that is time tested is a safe route to financial success,” she remarked. “I’ve always liked the quote, ‘People don’t plan to fail; they fail to plan.’”
PB Investment Services is a full-service brokerage company. Products are offered through Linsco/Private Ledger (LPL), the leading independent financial services firm in the United States.
PB Investment Services will help you meet your investment goals through a complete array of financial services, including equities, bonds, mutual funds, annuities, insurance, and fee-based products. Unlike many of the major brokerage firms, PB Investment Services (through LPL) does not develop its own investment products, enabling our investment professionals to offer truly objective financial advice.
The cornerstone of LPL’s business is providing the highest level of unbiased financial services and advice so George Shaw, Wendy Kester, Shirley Jennings, and Keith Jennings can concentrate their time and energy not on product quotas and sales goals, but on understanding your individual financial goals. And they seek to fulfill your needs with suitable options from a wide range of the nation’s top providers of:
- Mutual funds
- Comprehensive asset management accounts
- Annuities and other tax-sensitive investments
- Individual stocks and bonds
- Advanced estate, college, business, tax, and retirement planning
- Domestic and foreign securities
- Direct investments
LPL Financial Services has rapidly gained:
- Financial Strength: LPL’s excess net capital, a measure of its solvency and ability to invest in new training programs, technologies and research, is the highest among all independent brokerage firms.
- National Presence: LPL has been named the #1 independent brokerage firm in the nation for six consecutive years.*
PB Investment Services is committed to setting the highest standards in every aspect of financial support to help you realize a new standard for your financial future.*Based on revenues, as reported in Financial Planning Magazine, June 1996-2001