News and Events

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 …

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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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It’s the Most Wonderful Time of Year!

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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Financial Resources Group Hosts Rock The Street, Wall Street Field Trip at LPL Financial

Financial Resources Group had the opportunity to host a field trip last fall at LPL Financial for the Fort Mill High School (FMHS) students who participated in Rock The Street, Wall Street (RTSWS), a financial and investment literacy program designed to spark the interest of high school girls into financial literacy and careers in finance. This classroom program was put into action by …

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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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