PrimeVest financial professional Miles James, located at Landmark Bank, was recently recognized for his achievements in meeting the production criteria for the Million Dollar Round Table at the 2010 PrimeVest National Planning Conference in New Orleans.
The special recognition goes to financial professionals who have demonstrated exceptional commitment, delivered dedicated customer service and achieved a high level of performance for the previously concluded year.
“Conference opportunities like this are extremely valuable,” said James. “They provide training and education on the newest investment and insurance products. They also help us acclimate ourselves with the industry’s most advanced technology and developing trends. Educational opportunities like these definitely add to what we offer our clients. And it’s always special to gain any extra recognition for what we do. Ultimately though, the most satisfying part of the job is helping my clients pursue their goals.”
James has fulfilled the financial needs of individuals and businesses with PrimeVest for 13 years. He has 13 years of experience in the financial services industry. James is one of about 1,500 PrimeVest financial professionals serving financial institution clients throughout the United States.