Tag Archives: Central Arizona Estate Planning Council

Chacopulos, Theresa 3-12_cropped_USE THIS ONE

Wells Fargo advisor ranked No. 1

Theresa E. Chacopulos, senior financial advisor of the Scottsdale branch of Wells Fargo Advisors, LLC, was ranked among Barron’s Top 1,000 Financial Advisors for 2013, as announced in the weekly magazine’s February 18th issue.  Chacopulos was ranked No. 1 in the state of Arizona.

“I’m incredibly honored to be recognized alongside other top advisors,” said Chacopulos.  “My focus is now and always has been, to put the needs of my clients first and to work hard to help my clients succeed financially.  I’m proud to be recognized as a top advisor and I look forward to continuing to build even stronger client relationships.”

Winner’s Circle, a Barron’s research organization, produced the rankings based on data provided by over 4,000 of the nation’s most productive advisors.  Among the factors considered for the rankings are assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment –picking abilities.

Chacopulos has 27 years experience in the brokerage industry. She is a member of Central Arizona Estate Planning Council, the Investment Management Consultant Association and the Phoenix Zoo Planned Giving Advisory Committee.  She holds Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA) designations.  Chacopulos lives in Scottsdale with her husband and has one son.

'Strategic Defaults in the Recovering Real Estate Market

Estate planning firm names managing partner

The law firm of Morris, Hall & Kinghorn, P.L.L.C (MHK), the largest estate planning law firm in Arizona, has named Katherine A. O’Connell as the new managing partner.

O’Connell’s new role will require her to balance the heavy demands of her professional life with the needs of her growing family. She is the mother of a toddler, is expecting her second child in August, and her husband is also a practicing attorney in the Phoenix area. According to O’Connell, “I’m living the challenges of a working mother, and I hope to bring my experience to help make MHK as family friendly as possible.” O’Connell is eager to add her unique perspective to a profession that has traditionally been dominated by males.

O’Connell is succeeding Dan Morris who has been the firm’s managing partner for over 20  years. Morris has been instrumental in leading and growing the firm, which currently has 10 offices across Arizona and New Mexico. “It has been my honor to establish and work in such a wonderful law firm as this, helping people daily and looking out for their and their family’s best interests now and in the future” states Morris.

O’Connell, who has been an attorney since 2006, was named managing partner in January of 2013.  She has attorney accreditation through the US Department of Veteran’s Affairs, which enables her to help clients to qualify, apply and receive benefits for their service in our country’s armed forces. She is also a proud member of the Central Arizona Estate Planning Council.  She enjoys helping individuals plan for their own future, as well as the futures of their loved ones. O’Connell states, “It is my honor and privilege to serve this prestigious firm as managing partner.”  As a partner at MHK, O’Connell focuses on estate planning, life care planning and veteran’s benefits, and now also oversees the daily operations and actively engages in efforts to continually improve the firm.

MHK devotes its practice to estate planning matters and has helped thousands of families meet their long-term estate and financial goals. The firm is a member of the American Academy of Estate Planning Attorneys (AAEPA).  AAEPA is an organization serving the needs of legal professionals concentrating on estate planning. Through the AAEPA’s comprehensive training, educational programs, and state-of-the-art estate planning techniques, the academy fosters excellence among its members and helps them deliver the highest possible estate planning services to their clients.