First American Trust Executive Joins "Best of Best" Financial Advisors at Barron's Summit
David (“D.K.”) Willardson Participates in Exclusive Conference for Wealth Management Leaders
June 25, 2009, SANTA ANA, Calif.
First American Trust, FSB, a member of The First American Corporation (NYSE: FAF) family of companies, announced today that the company’s chief investment officer, David (“D.K.”) Willardson, recently joined 72 of the nation’s Top 100 Independent Financial Advisors for Barron’s magazine’s inaugural “Top Independent Advisors Summit.” The invitation-only conference, which was held in Phoenix on May 6-8, 2009, was established to promote best practices in the industry and the value of advice to the investing public.
The annual conference brought these top industry leaders together to conduct workshops and panel discussions that explored issues of concern to advisors and their high-net-worth clients, including recalibrating asset allocation models, rethinking alternative investments, open and productive communications between advisors and clients, and the changing regulatory landscape. Also in attendance at the conference were nearly 300 financial advisers who were selected to participate in the event by their respective firms, which included Advisor Group, Ameriprise Financial, Fidelity Investments, LPL Financial and TD AMERITRADE.
“This Summit brought together the best independent advisors in America to share best-practice experiences and ideas for the benefit of their clients and of the industry,” said Edwin Finn, editor and president of Barron’s magazine. “This exchange of industry wisdom is more important now than ever, as advisors and their clients cope with difficult market conditions and the need to re-establish investment plans in the wake of the recent market meltdown.”
Willardson was named to the Barron’s list of Top 100 Independent Financial Advisors in the magazine’s August 18, 2008, issue. This select group includes individuals who are screened on a number of criteria, including the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management.
“It’s an honor to be recognized as one of the top independent advisors in the country, and I appreciate the opportunity this summit provided to meet and share ideas with other top advisors,” Willardson said. “It was also nice to be a resource for smaller firms looking to gain efficiencies as they grow, as well as for firms that are working to standardize the client experience across the organization.”
First American Trust is a registered investment adviser and federal savings bank headquartered in Orange County, Calif. With offices in San Diego, Rancho Bernardo, Los Angeles/Glendale, the Inland Empire and Santa Ana, First American Trust has been providing investment management and trust services on a local, full-service basis for more than four decades.
About First American
The First American Corporation (NYSE: FAF) is a FORTUNE 500® company that traces its history to 1889. With revenues of approximately $6.2 billion in 2008, it is America’s largest provider of business information. First American combines advanced analytics with its vast data resources to supply businesses and consumers with valuable information products to support the major economic events of people’s lives, such as getting a job, renting an apartment, buying a car or house, securing a mortgage and opening or buying a business. The First American Family of Companies, many of which command leading market share positions in their respective industries, operate within five primary business segments, including: Title Insurance and Services, Specialty Insurance, Information and Outsourcing Solutions, Data and Analytic Solutions, and Risk Mitigation and Business Solutions. More information about the company and an archive of its press releases can be found at www.firstam.com.