By Portia Williams
Marc E. Cottle, a financial advisor with Ameriprise Financial, has qualified for the company’s 2013 Circle of Success annual recognition program. Cottle said he is delighted to receive the recognition which is great for the local area.
”For me, being in a small town, I am competing with people from New York City, and California. So it is a big reward for us locally,” Cottle said. “I have been a Certified Financial Planner, or CFP for 20 years. The Circle of Success recognition is based on your production”
To earn the Circle of Success achievement, Cottle established himself as one of the company’s top advisors by consistently demonstrating exceptional commitment to financial planning and superior client service. Only a select number of high-performing advisors earn this distinction.
He said attending the national conference, which ws held in Boston, Mass. is a great opportunity, and wonderful experience.
“There about 10,000 advisors in America, and they take the top 1,500. So the top 15 percent earns the Circle of Success and gets to go to the national conference. At this national conference they have a lot of speakers. Hilary Clinton spoke to us this year, and in the past there have been top-notch speakers. It is an event to celebrate your success,” he said.
He attributes his success to his clients and his hard work.
“It really comes down to a lot of years of hard work, and the clients that have trusted me. We work with 850 clients here in the Southern Ohio area. Our main goal is client service and doing the right thing for clients, and having a trustworthy practice. I wouldn’t be able to accomplish this if were not for the clients that trust me,” he said.
For more information regarding Ameriprise, contact Marc Cottle at 740-354-2401, or stop in the Ameriprise office located at 313 A Bierly Rd. in Portsmouth.
Portia Williams can be reached at 740-370-0712 or on Twitter @PortiaWillPDT.