Our Houston office remodel is COMPLETE!! With a year like 2020 we needed a fresh new start. Now we just need a COVID vaccine so we can come together safely and actually enjoy the space with our clients 😏.
We excited to announce that our Advisor Mickey McGill is part of the inaugural class of the Association of African American Financial Advisors’ 50 Under 50 at the Virtual VISION Conference Awards ceremony. A committee of financial advisors review nominations from across the country to create a list of 50 outstanding financial advisors who are 49 or younger. Honorees must be a leader within their organization, have had demonstrable career achievements, and have substantial community involvement outside their day-to-day job.
Check out this press release announcing our Advisor Mickey McGill joining the Ameriprise Advisor Group Advisory Council. Congratulations from the team!
Were excited to announce our Advisor Mickey McGill will on #LunchBreak station KYOK 1140AM & 92.3 FM Monday August 24th Noon-1:00pm CST. He will be discussing NFL player contracts, how salary negotiations will be impacted by COVID-19 so much more!
Our Advisor, Barbara Paige presented to the doctors of Harris County Medical Society (HCMS) speaking on recently expanded access to retirement plans. The meeting's topic was Reopening Your Practice Post-COVID-19. Ameriprise was also a generous sponsor!
Out of thousands of Financial Advisors in the greater Houston area only 239 were chosen to be FIVE STAR WEALTH MANAGERS. Congratulations to our Advisors Mickey McGill & Rashonner Lillie for making that list! They were highlighted in Texas Monthly Magazine, the July edition.
I think we all can agree 2020 has been a MONUMENTAL year we won't soon forget. Those who are charitable minded want to know how they can help & make a positive impact. So we're hosting a webinar Nov. 11th at 5:30pm CST to address these questions. LaTanya Flix will be our expert speaker discussing ways to determine the method & impact of giving, with particular focus on support of Religious, Education, Basic Human Needs, and Community Improvement initiatives. Email daniel.guerrero@ampf.com to RSVP & receive the webinar link.
Congratulations to our Advisor, Barbara Paige who was officially awarded the CERTIFIED FINANCIAL PLANNER™ certification by the CFP Board!! The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
One of the best honors is to be recognized among your peers as a leader and acknowledged for your expertise. Rashonner & Mickey were recently honored as a TOP Ameriprise Advisors in our region (includes 7 states). Rashonner was also chosen to be on a panel educating about how to engage via social media. The Top Advisor Summit was virtual, like everything else 😏, but we look forward to seeing our colleagues in-person next year. Happy Holidays!
