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Jennifer Hallmark, Director of Marketing, Corporate & Independent Advisor Services

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December’s “Ask Away” Advisor Spotlight

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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 advisory team, […]

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October’s “Ask Away” Advisor Spotlight

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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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September’s “Ask Away” Advisor Spotlight

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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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August’s “Ask Away” Advisor Spotlight

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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 – Baltimore

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Financial Resources Group hosted its second Regional Meeting for 2024 in Baltimore, MD, last week. The 2-day conference brought together financial advisors from banks, credit unions, and independent practices, creating an opportunity to hear from motivating and engaging speakers, network, and share ideas. Soon after the event, the team heard great remarks and feedback, including

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May’s “Ask Away” Advisor Spotlight

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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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April’s “Ask Away” Advisor Spotlight

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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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February’s “Ask Away” Advisor Spotlight

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Introducing our “Ask Away” Advisor Spotlight Series! Say hello to our brand-new “Ask Away” Advisor Spotlight Series launching today! 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

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Celebrating Our Past and Future

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As part of Financial Resources Group’s kickoff of our “Year of Celebration,” CEO and Founder, Bruce Miller, and his wife, Ann Miller, shared perspective about the founding of our firm 13 years ago, some challenges they faced in the process, how they grew from starting the company, some of the most memorable moments, and the

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It’s the Most Wonderful Time of Year!

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Financial Resources Group’s team gathered for the annual holiday dinner party, hosted by CEO Bruce Miller and Ann Miller at Charlotte City Club this past Saturday. Associates and guests raised their glasses to commemorate an outstanding year, applauding the firm’s remarkable collaborative efforts in serving our advisor community and partnering programs. Another highlight of the evening was

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Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered Investment Advisor. Financial Resources Group Investment Services, and LPL Financial are separate entities. Please see our Business Continuity Plan here.

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