JHS Capital Advisors Appoints David Palkovitz as Financial Advisor in Columbia
October 24, 2014Life Insurance and Planning Specialist Joins The Braddock Group
TAMPA, FL – JHS Capital Advisors, a Registered Securities Broker Dealer and Registered Investment Advisor, announces that David Palkovitz has joined the firm as a Financial Advisor. He will work with The Braddock Group in Columbia, S.C., which provides tactical asset management as well as philanthropic and legacy planning services to high-net-worth families.
“Identifying the right life insurance plan is an important, but sometimes overlooked, aspect of the financial planning process,” said Frank Braddock, CFP®, CIMA®, CAP®, CRPC®, Senior Portfolio Manager and First Vice President at The Braddock Group. “We look forward to utilizing David’s expertise in this area to give our clients peace of mind that their loved ones will always be provided for.”
Mr. Palkovitz previously served as a Registered Representative at New York Life Insurance Co. in Seven Hills, Ohio, where he was responsible for prospecting, fact-finding and selling the firm’s suite of insurance and investment products based on client needs. He developed a strong background in insurance planning during his tenure at New York Life. Mr. Palkovitz earned a B.A. in Economics and Finance from McGill University in Montreal.
“Life insurance is at the foundation of any solid financial plan, because it enables a family to function after a worst-case scenario,” said Mr. Palkovitz. “JHS understands this, and I look forward to working with like-minded colleagues to strengthen financial plans for multiple generations of families.”
About JHS Capital Advisors
JHS Capital Advisors LLC, a Registered Securities Broker Dealer and Registered Investment Advisor, provides personalized client services for investors nationwide. Founded on a simple code of ethics based on integrity, transparency and full disclosure, JHS’s mission is to always put its clients’ needs and interests first, and to build a reputation for fostering multi-generational relationships. JHS has an open platform that offers a full suite of financial products and services, enabling greater choice and autonomy for its advisors. JHS clears its brokerage transactions through RBC Correspondent Services, a division of RBC Capital Markets LLC, member NYSE/FINRA/SIPC. Founded in 2009 by John H. Sykes, JHS Capital Advisors is headquartered in Tampa, Florida, and is a subsidiary of JHS Capital Holdings.