Jenny Franchi, Senior Marketing Account Manager

Members of Financial Resources Group attended LPL’s annual Program Leadership Conference (PLC) Feb. 16-18. The event was held in Fort Lauderdale at the Marriott Harbor Beach Resort and Spa where approximately 300 investment program leaders from financial institutions across the country were in attendance. This invitation-only conference included 25 of our firm’s institution partners along …

Attending PLC 2023 Read More »

Financial Resources Group Investment Services continued to celebrate the holidays on Monday, December 19th with some holiday festivities. Everyone wore “ugly holiday sweaters” while they enjoyed lunch and a hot cocoa bar in the afternoon. Employees also gathered around the tree to have their secret Santa reveal. Good times were had by all. A very …

Holiday Fun at Financial Resources Group! Read More »

Financial Resources Group Investment Services celebrated the holidays on December 3rd. The event was held at the Charlotte City Club on the 31st floor which overlooked the beautiful uptown Charlotte skyline. This festive evening began with a cocktail reception where employees and their guests mingled before enjoying a three-course meal. Check out our slideshow to …

Financial Resources Group Celebrates the Holidays Read More »

Financial Resources Group proudly hosted an informative, engaging webinar, Post-Election Economic Update, presented by Jeffrey Roach, PhD, Chief Economist, LPL Financial. The event was held on November 9th. He shared economic updates and insights on how the market will respond following mid-terms. Jeffrey also touched on questions submitted by financial advisors. Special thanks to Justin Novara, …

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Financial Resources Group is pleased to announce that we have entered into an agreement to be acquired by LPL Financial. We will continue to operate independently as a wholly-owned subsidiary of LPL. “We couldn’t be more pleased to join forces with LPL,” said CEO/Founder Bruce Miller. “We look forward to leveraging LPL’s financial strength and resources to …

Financial Resources Group Deepens Relationship with LPL Read More »

Financial Resources Group Investment Services was honored to be a presenting sponsor at Big Brothers Big Sisters of Central Carolinas’ 50th Anniversary Gala held at the JW Marriott on September 24th. The evening was kicked off with a cocktail reception where guests mingled before enjoying a gourmet dinner during the ceremony. Mistress of Ceremonies, Deneige Broom with WSOC-TV …

Celebrating Big Brothers Big Sisters of Central Carolinas’ 50th Anniversary Gala Read More »

In support our country and city (Charlotte), Financial Resources Group was represented as associates, executives, and partnering friends of our firm enjoyed the Presidents Cup tournament, part of the PGA Tour, last week. The U.S. team challenged the International Team at Quail Hollow with a U.S. win, 17.5-12.5. “It was a wonderful and unique opportunity for our …

2022 Presidents Cup Read More »