Concord Appoints Roy C. Wheeler as
Business Development Coordinator

Matawan, NJ- January 10, 2007 – Concord, a leader in outsourced wealth management solutions, has named Roy C. Wheeler as Business Development Coordinator, a newly-created position. He reports to Richard P. Trumpler, Chief Executive Officer of Concord’s Banking Services Group.

Mr. Wheeler’s primary responsibility is to introduce banks and trust departments to Concord’s private-labeled wealth management platform.

Mr. Wheeler joined Concord from Great-West Retirement Services, where he was an Account Executive/Relationship Manager. Previously, he was Vice President and Financial Advisor at Wachovia Securities and a Financial Advisor for Mellon/Dreyfus Advisor Services.

“Roy has extensive experience in the financial services and banking arena, along with a proven ability to establish strong client relationships,” said Mr. Trumpler.

Mr. Wheeler attended Ramapo College in Jersey, where he majored in Business and Economics, and has taken advanced courses in Fairleigh Dickinson University’s CFP program.

Mr. Wheeler is a member of the International Association of Registered Financial Consultants, Inc. He holds Series 7, 63, 65 and life insurance licenses.

About Concord

Concord Wealth Management helps financial services organizations compete at a high level in the growing, fee-based investment advisory business by providing clients with a comprehensive wealth management platform that can be fully-customized and quickly brought to market, at a reasonable cost. Concord works with clients to integrate their service and product strengths into their own, proprietary private labeled technology platform that respects and reflects their brand. Concord’s clients represent a wide range of financial organizations, including trust companies, banks, broker/dealers, clearing firms, insurance companies and independent advisory firms.