Jenny Franchi, Senior Marketing Account Manager

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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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Financial Resources Group Sponsors Sip and Support

Financial Resources Group sponsored a “Sip and Support” fundraising event on October 26th at Charlotte City Club to benefit Communities In Schools of Charlotte-Mecklenburg, Inc. as part of their commitment to serve our community and the future of youth. “Communities in Schools (CIS) is a fantastic organization that fills the gaps and gives children in our community opportunities

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Financial Resources Group Announces Partnership with Wealth E&P

Fort Mill, SC. – October 26, 2023 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announces their partnership with Wealth E&P of Alpharetta, GA.  Wealth E&P is registered under the nation’s largest independent broker-dealer1, LPL Financial, and brings over $300 million in advisory, brokerage and retirement plan assets2. They join from Triad Advisors,

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