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December 14, 2017
Gene Mattingly, German American Senior Vice President, Senior Financial Consultant, Accredited Investment Fiduciary, has been selected as one of Bank Investment Consultant magazine's top 100 Advisors in the United States. Annually, Bank Consultant Magazine compiles a list of individuals from the nations' Broker Dealers of Advisors who have shown an exceptional focus on customer service along with a pristine knowledge base in the investment field.
Gene received his degree in Finance from the University of Mobile and has worked in the financial services industry for more than 15 years. By utilizing investment and insurance products, he helps clients create the proper financial plan that is unique to their individual needs. Gene also specializes in Employee Benefit Plans for businesses. He holds Series 7 and Series 66 Securities Registrations with LPL Financial, as well as Life & Health and Long Term Care Insurance Licenses.
"To have Gene be named as one of the top 100 Advisors in the nation is a testament to the high level of expertise and dedication he brings to the Investment team," states David Pleiss, Executive Vice President, head of German American Investment Services. "This honor awarded to Gene is a reflection of his commitment to provide stellar service while advising his clients on strategies to meet their financial goals and build portfolios for long-term success."