PENSACOLA, FL – February 22, 2013 – Warren Averett Asset Management, LLC, a privately-owned wealth and asset management firm, is proud to announce that Joseph McNair, CFP®, JD, CPA has been authorized by the Certified Financial Planner Board of Standards (CFP Board) as a Certified Financial Planner™. After two years as a tax advisor with Warren Averett, Joseph moved in July 2012 to Warren Averett Asset Management as a planning associate in the Firm’s Pensacola office. He specializes in the areas of comprehensive financial planning, estate planning and income tax planning. Joseph was recently recognized as a “Rising Star” in Pensacola’s Independent News.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
About Warren Averett Asset Management, LLC
Warren Averett Asset Management was founded in 1999 and currently serves trusts and foundations, retirement plans and high net worth individuals and families. During the Firm’s 13 year history, it has grown significantly and currently advises on assets in excess of $1.4 billion. The Firm was ranked number 6 among investment and advisory firms in Alabama by Business Alabama and was voted among the Top Wealth Managers by NARCAP. The Firm is an affiliate of the accounting and business advisory firm, Warren Averett, LLC, one of the 5 largest accounting firms in the Southeast. Learn more at www.WAasset.com.