Category: company news
Celebrating Debra and Jean!
We are celebrating Debra Bragg’s 40th and Jean Walz’s 30th year anniversaries at The Fiduciary Group! Debra’s first day at The Fiduciary Group was February 14, 1982. At that time there were only 4 of us working at the firm, and we have since grown to a team of 15. Jean started her career at The...
Bess Butler Brunson Honored in Georgia Trend's 40 Under 40 Issue
The Fiduciary Group's 401(k) Investment Advisor Bess Butler Brunson, CFP® was recently named to Georgia Trend’s 2021 40 Under 40 class for her contributions to the Savannah community and the state of Georgia. Brunson is the only Savannah-area honoree featured in Georgia Trend’s 40 Under 40 issue...
Goodman and McLeod Earn CTFA Designation
Please join us in congratulating our Chief Investment Officer Joel Goodman, CFA and Senior Wealth Advisor and Director of Financial Planning Michael McLeod, CFP® on passing the Certified Trust and Fiduciary Advisor (CTFA) exam and earning their CTFA designation. Joel and Michael have been working...
TFG Promotes Bess Butler Brunson
We are pleased to announce that Bess Butler Brunson has been promoted to 401(k) Investment Advisor. In her new position on the 401(k) team, she is responsible for providing retirement education and investment guidance to 401(k) plan participants, day-to-day plan support, and assisting plan sponsors...
TFG Welcomes Cameron Kizzire Albach
We are excited to announce that Cameron Kizzire Albach recently joined our team as Communications and Office Manager. She is responsible for graphic design, marketing implementation, event planning and office management at the firm.
Introducing Yuliya Kennedy
We are excited to announce Yuliya Kennedy has joined the team as a Client Services Associate. In her new position, Kennedy is a member of the firm’s client services team and is responsible for administration and reporting of client accounts.
How to Keep Heirs From Being Spendthrifts
This article was originally published to subscribers of The Wall Street Journal, found HERE.
The Fiduciary Group named in Financial Times 300 Top Registered Investment Advisers
We are delighted to announce that The Fiduciary Group has been included in the Financial Times 300 Top Registered Investment Advisers list for the second consecutive year. This prestigious list recognizes top independent Registered Investment Adviser (RIA) firms across the United States.
Continuing Professional Development: Our Director of Operations Earns his MBA
We are happy to announce that Brendan Flaherty, Director of Operations at The Fiduciary Group, recently graduated with his MBA from the Warrington College of Business at the University of Florida. Enrolling in the professional MBA program meant driving south on a monthly basis and juggling duties...
Planning for Retirement in the COVID-19 Age
This article was originally published within the Savannah Morning News, found HERE.