RYAN WAS NAMED ONE OF ADVISORHUB’S 1,000 ADVISORS TO WATCH
Ryan Fleming was named one of Advisor Hub’s 1,000 Advisors to Watch in 2024! Congratulations to Ryan and we look forward to seeing what you’ll do next. Click here to read the full list of honorees.
*2024 AdvisorHub’s Advisors to Watch, created by AdvisorHub. Presented on June 20, 2024, and based on data from December 31, 2022, through December 31, 2023. 1,987 advisors were considered, and 1,000 advisors recognized. Advisors were ranked and then sorted into their respective categories. Advisors do not pay a fee to be considered. Not indicative of advisor’s future performance or the quality of investment advice. Your experience may vary. For more award information, click here.
NICOLETTE PROMOTED TO FINANCIAL ADVISOR
Please join us in congratulating Nicolette on taking the next step in her career progression at AFM as a lead financial advisor!
MITCH, LUCAS, JACK & YASH RAN IN DC HALF MARATHON RELAY
Members of our team participated in the annual DC Half Marathon Relay! This marked our third year in a row of running in the team relay event.
LUCAS’ CO-ED SOFTBALL TEAM, THE EZ OUTS, WON THE VOLO SPORTS CHAMPIONSHIP FINISHING THE SEASON UNDEFEATED!
Way to go Lucas!!
JACK PASSED SERIES 7 & 63 EXAMS
These exams measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of a general securities representative, including sales of corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities. Please join us in congratulating Jack on this big accomplishment!
NICOLETTE WAS FEATURED IN AN ARTICLE FROM GOBANKINGRATES!
Nicolette outlined several year-end tax planning moves that are worth putting on your radar. Click here to read the full article.
ALEXANDRA ARMSTRONG IN CONVERSATION WITH JANET BODNAR
Alex spoke with Janet from Kiplinger’s Personal Finance about how preparation and early involvement with finances can help widows focus on what matters most: themselves. Click here to read the full article.
JOHN WITTELSBERGER WAS FEATURED IN BETTERINVESTING MAGAZINE!
John speaks to the benefits that diversification can bring to your portfolio and the importance of balancing risk with your investment strategy. To read the article, click here.
ALEXANDRA ARMSTRONG AND HER BOOK FEATURED IN THE NICK MURRAY NEWSLETTER
Alex and her book, On Your Own: A Widow’s Guide to Emotional and Financial Well-Being – 6th Edition, were featured in the Nick Murray Interactive Newsletter. The nationally syndicated newsletter has been a go-to for financial professionals for more than two decades. Check out the full review of the book here.
ALEXANDRA ARMSTRONG JOINED THE “YOUR PARTNER IN SUCCESS RADIO PODCAST”
Alex spoke with Denise Griffitts to discuss her book, “On Your Own: A Widow’s Guide to Emotional and Financial Well-Being,” now published in its sixth edition. Listen to the full episode by following this link.
ALEXANDRA ARMSTRONG AND THE DATA ADVOCATE INTERVIEW
Alex was interviewed by The Data Advocate on the unique challenges that widows face in the real estate space. Read the full blog and watch the accompanying video interviews here.