Belinda Aucoin and Kelly Reavis are doing business as a newly formed partnership, Trinity Strategy Partners. They have joined Milkie Ferguson Investments, a Dallas-based, locally owned, full-service securities firm. Founded 23 years ago, Milkie Ferguson is home to 50 advisors with specializations in financial planning, wealth advisory services, insurance planning, and merger and acquisition consulting. Aucoin and Reavis have been working together as a team for over ten years, providing comprehensive wealth management services to business owners, corporate executives, professionals, retirees, and other affluent clients.
Dallas, TX (PRWEB) March 10, 2008 — Belinda Aucoin and Kelly Reavis are excited to announce their newly formed partnership, Trinity Strategy Partners and their joining Milkie Ferguson Investments. Ed Milkie built his firm based on the foundation that the relationship between a client and his/her advisor is paramount. He has dedicated his career to assembling a team of advisors who are committed, well-trained, caring individuals who offer their clients support every step of the way in their investment decisions. Ed%26s reputation in the investments community is beyond reproach, and his peers and his associates hold him in the highest regard.
%26We are delighted to have joined Ed Milkie and Milkie Ferguson,%26comments Belinda Aucoin, %26Having worked in the industry since 1981, it is refreshing and comforting to come to work every day and have an opportunity to work with a man as genuine as Ed.%26
What we do is so rewarding
Aucoin and Reavis have spent the last 15- and 13- years, respectively, at Comerica Securities. Their years at Comerica enabled them to work closely as a team providing clients an unparalleled level of service. %26From college planning to estate planning, we covered it all,%26adds Reavis. %26Working together as long as we have, we know each other%26s strengths and this really helps contribute to a satisfying experience for our clients. Our clients know that when they ask us to handle something for them, that we will get it done or gather the outside resources to help us get it done,%26he adds.
Located at 8750 N. Central Expressway on the 17th floor, overlooking Northpark Mall, in the Richards Group building, Milkie Ferguson is conveniently located near the intersection of Northwest Highway and Central. The firm also uses the clearing services of National Financial Services (NFS), a Fidelity Investments%26reg; company. %26We have been working with NFS for the past twelve years, so this transition has gone very smoothly,%26comments Aucoin.
%26We are just thrilled to have Belinda and Kelly here as the newest additions to our family,%26adds Ed Milkie. %26They do business the old fashioned way, one client at a time, and they believe, as I do, that their clients come first.%26#8221;
Amid an ever-changing and challenging investment landscape, clients need expert and experienced partners who can guide them through the intricacies of investing and financial planning. With life expectancies longer than ever before, clients cannot afford to make mistakes when it comes to their finances. Many clients today find themselves sandwiched between saving for college for their own children while at the same time taking care of elderly parents. Not to mention trying to contribute to one%26s own retirement. The choices are overwhelming, and clients want to turn to a confidant who knows and understands their individual story. Aucoin and Reavis have proven to be this kind of team.
%26What we do is so rewarding,%26comments Belinda. %26I remember fondly not that long ago when one of my most special and most important clients would come to see me and I would provide crayons and coloring books for their children to keep them busy while we talked business. Now those kids have graduated from college and I have had the privilege of watching them grow up.%26
Why the name %26Trinity Strategy Partners%26some clients might ask. Hailing from south Louisiana and of French heritage, Belinda felt a kinship with the concept of the trinity and its symbol, the fleur-de-lis. Often thought of as the symbol of royalty, it actually stands for three core values: faith, wisdom, and chivalry.
%26I couldn%26t think of a more appropriate symbol of what we are trying to do with our clients here at Milkie Ferguson,%26says Aucoin. %26We act in good faith, with all of the wisdom available to us, to fiercely protect and guard our clients, their families, their legacies, and their financial assets, which is the definition of chivalry.%26#8221;
The fleur- de-lis has been used as a symbol dating back to the days B.C. %26Sometimes we feel like we have been at it that long,%26jokes Aucoin, but on a more serious note she adds, %26We have been humbled and honored to have clients who have entrusted us with their financial decisions, and we are looking forward to delivering a satisfying client experience here at Milkie Ferguson for many, many years to come.%26#8221;
For more information on Milkie Ferguson, they can be reached on the web at www.milkieferguson.com.
Member: FINRA and SIPC. Milkie Ferguson is protected by copyright laws under U.S. and international law. All rights reserved.
Milkie Ferguson Investments
8750 N. Central Expwy.
Suite 1700
Dallas, TX 75231
Main 214.987.3900
Belinda 214.382.4795
Kelly 214.382.4794
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