Jenny Franchi, Senior Marketing Account Manager

Financial Resources Group Hosts Open House

Financial Resources Group hosted an Open House event in celebration of their new office location on June 21.  Nearly 75 guests were in attendance for the reception and ribbon-cutting ceremony. “This beautiful new space wouldn’t have been possible without the collective talents, efforts, and tenacity of our team,” said President Steve Lank. “This move will …

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Bruce Miller Receives Charlotte’s Most Admired CEO Award

Financial Resources Group proudly announces that Bruce Miller was named one of Charlotte’s Most Admired CEOs by the Charlotte Business Journal.  Miller received this prestigious award on Thursday, June 16th at the fifth annual Most Admired CEOs Awards event at the Westin in downtown Charlotte. Honorees were chosen based on having a strong record of …

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Charity Golf Tournament Raises $250K

Financial Resources Group was among the sponsors of the 2nd Annual William Byron Charity Golf Tournament on May 11th that benefited Big Brothers Big Sisters of Central Carolinas. Held at scenic Peninsula Club in Cornelius, NC, the event raised approximately $250,000 that will go toward making a positive impact on today’s youth. Stephen Lank, President, who …

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Financial Resources Group Celebrates Steve Lank’s First Anniversary as President

Fort Mill, SC. – May 5, 2022 – Financial Resources Group Investment Services, LLC (Financial Resources Group) is celebrating today the one-year anniversary of Steve Lank serving as the company’s president. Over the past year under Lank’s leadership, the company has grown to having over $37 billion in assets and more than $200 million in …

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Adam Rean Bohlen Joins Financial Resources Group as Director of Business Consulting

Fort Mill, SC. – April 13, 2022 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announced today that Adam Rean Bohlen has been named the firm’s next Director of Business Consulting. Bohlen will join company’s business consulting team of 10 who are dedicated to helping advisors grow their books of business. Bohlen will …

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