News and Events

July 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 July’s Employee of the Month winner – Adesh Hariprashad, Associate Trainer Adesh is recognized for his exceptional dedication and professionalism. His ability to expertly […]

July Employee of the Month! Read More »

Regional Meeting – Baltimore

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

Regional Meeting – Baltimore Read More »

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

Regional Meeting Kickoff! Read More »

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

May Employee of the Month! Read More »

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

April Employee of the Month! Read More »

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

March Employee of the Month! Read More »

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

Financial Resources Group Launches Spring Mentorship at Fort Mill High School Read More »

Financial Resources Group Hosts Leadership Symposium

Last week Financial Resources Group hosted a 3-day conference, the Financial Institution Leadership Symposium, which drew approximately 50 program leaders and executives from partnering banks and credit unions across the country. This networking and engaging opportunity held at LPL Financial headquarters in Fort Mill, SC, included peer panels, discussions on growth best practices, insights into LPL Institution

Financial Resources Group Hosts Leadership Symposium Read More »

Scroll to Top