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July’s “Ask Away” Advisor Spotlight

Continuing our “Ask Away” Advisor Spotlight Series! In our featured “Ask Away” Advisor Spotlight Series, learn more about some exceptional LPL Financial advisors partnering with Financial Resources Group — incredible minds with interesting backgrounds. Discover their distinct insights, strategies, and personal stories that have fueled their success. Each month, we’ll cast a spotlight on a different advisor, unveiling […]

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Regional Meeting Kickoff!

Financial Resources Group kicked off their 2024 series of regional meetings on Tuesday, May 14th in Chicago, IL! The Chicago event is the first of several scheduled throughout the year in regions conveniently located to our advisors and programs. The event brought together financial professionals from independent practices and financial institutions where they attended a

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May Employee of the Month!

Financial Resources Group continues their Year of Celebration where each month an employee will be recognized for their outstanding efforts in their role at the firm. We are proud to announce May’s Employee of the Month winner – Stephen Locker, Senior Associate Recruiter Stephen has been an invaluable partner in our recruitment efforts.  He is

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April Employee of the Month!

Financial Resources Group continues their Year of Celebration where each month an employee will be recognized for their outstanding efforts in their role at the firm. We are proud to announce April’s Employee of the Month winner – Susan Andre, Transition Support Partner Susan plays an instrumental role in helping our programs and practices navigate

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March’s “Ask Away” Advisor Spotlight

Continuing our “Ask Away” Advisor Spotlight Series! In our featured “Ask Away” Advisor Spotlight Series, learn more about some exceptional LPL Financial advisors partnering with Financial Resources Group — incredible minds with interesting backgrounds. Discover their unique insights, strategies, and personal stories that have fueled their success. Each month, we’ll cast a spotlight on a different advisor, unveiling

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March Employee of the Month!

Financial Resources Group continues their Year of Celebration where each month an employee will be recognized for their outstanding efforts in their role at the firm. We are proud to announce March’s Employee of the Month winner – Diana Heinimann, Sr. Commissions Specialist! “Diana Heinimann is known for her exceptional knowledge in the commissions and

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Financial Resources Group Launches Spring Mentorship at Fort Mill High School

Financial Resources Group Investment Services entered into their spring mentorship program in collaboration with Rock the Street Wall Street (RTSWS) at Fort Mill High School. The initiative aims to provide mentorship opportunities for young female students interested in pursuing careers in finance and related fields. RTSWS is a non-profit organization dedicated to empowering young women

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February Employee of the Month!

Financial Resources Group continues their Year of Celebration where each month an employee will be recognized for their outstanding efforts in their role at the firm. We are proud to announce February’s Employee of the Month winner – Tricia Hutchinson, PHR, Sr. HR Generalist! “Tricia Hutchinson has made a phenomenal impact on the firm working

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Turning Point Interview With Dr. Roach

Adam Rean Bohlen, CSSCS, Director of Business Consulting at Financial Resources Group, recently had the pleasure of interviewing Dr. Jeffrey Roach, LPL Financial’s Chief Economist at LPL’s recording studio in Fort Mill, SC. Adam and Dr. Roach discussed highlights from LPL Research’s Outlook 2024: A Turning Point report, covering timely topics such as the economy, stocks,

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January Employee of the Month!

Financial Resources Group is kicking off a Year of Celebration where each month an employee will be recognized for their outstanding efforts in their role at the firm. We are proud to announce January’s Employee of the Month winner – Kristen Vitale, Director of Business Consulting! “Kristen Vitale has demonstrated exceptional customer service working as

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