Bank names wealth adviser
Matthew T. “Matt” Keen has joined KS Bank as wealth-management adviser. Through LPL Financial, he will develop and help implement customized financial plans for customers.
Earl Worley is the bank’s chief operating officer. “Matt has unique experiences as a financial adviser, employee and student athlete from which he has developed strong leadership and communication skills,” Worley said. “He specializes in the area of wealth management, and we look forward to our customers meeting with Matt to develop financial strategies for their needs.”
After receiving his master’s degree in trust and wealth management from Campbell University in 2011, Keen worked for a regional financial institution in Maryland. He advised the institution and its customers on investments, insurance, retail lending, mortgages, financial planning and estate planning.
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Keen, who grew up in Four Oaks, earned his bachelor’s degree in business administration from Campbell University in 2010. While at Campbell, he was the starting center fielder for the baseball team.
Rick Lowe of Four Oaks Financial Services has earned the designation of Chartered Mutual Fund Counselor, or CMFC.
CMFC is the only mutual fund designation recognized in the financial-services industry. Individuals who hold the designation have completed a course encompassing all aspects of mutual funds and their uses as investment vehicles.
Also, individuals must pass an examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Four Oaks Financial Services is a division of Four Oaks Bank.
The Small Business Center at Johnston Community will offer the following seminars:
Cash Flow – 6-9 p.m. March 3.
How to Rent Your Property – 1-4 p.m. March 4.
Steps to Financing Your Small Business – 6-9 p.m. March 17.
How to Raise Your Credit Score – 6-9 p.m. March 24.
LinkedIn for Your Small Business – noon-1 p.m. March 25.
Contracting 101: Doing Business with the Federal Government – 6-8 p.m. March 31.
How to Start a Nonprofit – 6-9 p.m. April 7.
N.C. Department of Labor and Your Small Business: What You Need to Know – 8-10 a.m. April 9.
Effectively Marketing your Small Business to the Federal Government and Contractors – 6-8 p.m. April 14.
So You Think You Want to Start a Small Business? – 6-9 p.m. April 16.
What Are Nonprofit Articles & Bylaws? – 6-9 p.m. April 28.
For more information, call Pat Killette at 919-209-2015 or register online at ncsbc.net/center.aspx?center=75280.