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AFM News & Notes Second Quarter 2018

Best Places to Work for Financial Advisers Awards

Ryan Fleming, Betsy Fleming and Carl Holubowich attened the inaugural Best Places to Work for Financial Advisers Awards Luncheon in Chicago at the University Club, which was presented by InvestmentNews. AFM came in at #29 overall & #17 for fims with 15-29 employees. In an interview, Ryan Fleming talks about AFM's culture: video (Jump to the 4:12 mark)

*InvestmentNews 2018 50 Best Places to Work for Financial Advisers- Firms were evaluated based on employer and employee surveys, covering company culture, benefits, career path, and more. To learn more about the award, please go to www.investmentnews.com/BestPlacestoWork.

Best places luncheon
 

 

Alex joins the Foundation Board of the Boys and Girls Club of Sarasota, Florida

Alex has continued her volunteer work with youth by joining the Foundation Board of the Boys and Girls Club of Sarasota, Florida. This club serves 7000 youth in the Sarasota area. She is pictured below with the chair of the board, Jonna Keller who is a financial advisor in Sarasota. 

Boys & Girl Club of Sarasota
 

 

AFM checks out "The Art of the Burning Man"

AFM took a break from work to visit the "No Spectators: The Art of Burning Man" at the Renwick Gallery down the street from our office in DC. See more photos on our Facebook page.

2018-05-31 11.22.50
 

 

Introducing AFM's summer interns

We are proud to have another excellent crop of interns this summer: (left to right) Riley Hayes, Allen Wang, Mary Catherine Depond, Nathan Master, Lauren Mariano & Riccardo Monteverdi. They are a tremendous help at AFM so we can serve our clients!

AFM 2018 summer interns
 

 

25th Annual Financial Planning Association of the National Capital Area Charity Golf Classic

Chris Rivers, Carl Holubowich, Mitch Strobel, Jack Lowe & Elizabeth Schelifer participated in the 25th Annual Financial Planning Association of the National Capital Area Charity Golf Classic. All proceeds from the event are used to benefit the Foundation for Financial Planning and other FPA NCA Chapter Pro Bono activities.

Let's Go Caps!!

After 42 seasons, the curse was finally broken as the Washington Capitals hockey team finally won the Stanley Cup! Ryan & Betsy Fleming were lucky enough to watch the game clinching win live in Las Vegas, while the rest of AFM celebrated during the parade down Constitution Avenue.