Trophy Award Recognizes Excellence in Leadership and Commitment to Clients and Financial Representatives
Boston– Acorn Financial Services, a leading wealth management organization based in Roseland, NJ, recently received the Trophy Award from John Hancock Financial Network (JHFN)*, announced Peter Gordon, President and CEO of JHFN.
Introduced over 30 years ago, the Trophy Award is the highest honor JHFN can bestow upon one of its 350 network offices nationwide. “Under the leadership of Joseph J. Oakes, IV, who took over the reins of the firm from his father, Joseph J. Oakes, III, in 2005, Joe is continuing his family’s legacy of excellence, dedication to clients and a passion for helping the firm’s financial representatives succeed in this profession,” said Gordon.
Oakes IV entered the financial services business in 1994 as a financial representative with a focus on building his clientele and serving the financial needs of his clients. As a financial representative with Acorn Financial Services, he was a Top of the Table qualifier for the Million Dollar Round Table, an international organization of top financial advisors and financial representatives. Additionally, Oakes is a lifetime member of John Hancock’s Presidents Conference and five time member of John Hancock’s Cabinet Club, both groups are comprised of the most highly successful John Hancock financial representatives across the country. Oakes later was named Associate Managing Partner of the firm working closely with his father, his long-time business partner, Tom Norton, and the entire management team to build Acorn Financial Services into one of the biggest and most successful independent offices of JHFN. In 2005, he was named Managing Partner.
“I am deeply honored to accept the prestigious Trophy Award on behalf of Acorn Financial Services. It’s a firm that has been built upon teamwork and strong family values that translate into a sense of caring for anyone who comes in contact with us. It’s through a passionate philosophy of always helping others that makes our firm truly special,” said Oakes.
Acorn Financial Services is a dynamic organization that delivers to financial professionals all the resources, support, training and coaching needed to help them build successful practices and support the financial needs of their clients. The firm currently has 65 financial representatives and $2.8 billion of life insurance in force, which is a testament to lasting relationships they have developed with their clients
“I am very proud of the value our firm brings to our clients and our financial representatives each and every day. Perhaps, more importantly, I’m pleased with the lasting, often life-long relationships we’ve built along the way,” concluded Oakes.
JHFN and its financial representatives assist families and businesses in building and protecting their wealth through a range of products and services in the areas of estate conservation, retirement planning, college savings, business succession, life and long-term care insurance as well as investment diversification. More information about JHFN may be found at its website (www.jhnetwork.com).
About John Hancock and Manulife Financial
John Hancock is a wholly-owned subsidiary of Manulife Financial Corporation, a leading Canadian-based financial services group serving millions of customers in 19 countries and territories worldwide. Operating as Manulife Financial in Canada and Asia, and primarily through John Hancock in the United States, the Company offers clients a diverse range of financial protection products and wealth management services through its extensive network of employees, agents and distribution partners. Funds under management by Manulife Financial and its subsidiaries were Cdn$414 billion (US$355 billion) as at December 31, 2007.
Manulife Financial Corporation trades as ‘MFC’ on the TSX, NYSE and PSE, and under ‘0945’ on the SEHK. Manulife
Financial can be found on the Internet at www.manulife.com.
The John Hancock unit, through its insurance companies, comprises one of the largest life insurers in the United States. John Hancock offers a broad range of financial products and services, including life insurance, fixed and variable annuities, mutual funds, 401(k) plans, long-term care insurance, college savings and other forms of business insurance. Additional information about John Hancock may be found at www.johnhancock.com.
*John Hancock Financial Network is the servicemark of John Hancock Life Insurance Company and its affiliated companies. Insurance products offered through John Hancock Life Insurance Company, Boston, MA 02117. Securities and Investment Advisory Services offered through Signator Investors, Inc., Member NASD, SIPC, a Registered Investment Advisor, 197 Clarendon Street, Boston, MA 02116. Acorn Financial Services is independent of John Hancock Life Insurance Company and Signator Investors, Inc.
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Melissa Simon Berczuk