AFM News & Notes - Third Quarter 2019

 

Mary Moore & Alexandra Armstrong attended Commonwealth's first annual Summit for Women Advisors

Commonwealth Financial Network hosted more than 100 affiliated advisors at its Summit for Women Advisors—a conference to inspire growth and promote change in Nashville, Tennessee. The three-day conference encouraged attendees to connect with the community of diverse women throughout Commonwealth, while actively participating in educational sessions, panel discussions, and networking events—on topics ranging from leading an award-winning culture, evolving into a partnership, and navigating courageous conversations with clients, to intentional prospecting, developing an internal successor, and fostering client and employee loyalty with an experience focus.


 

Mitch Strobel Celebrates Ten Years With AFM

3Q2019-Mitch-10-year
 

AFM was happy to celebrate Mitch's ten years of service with the firm. Please help us congratulate and thank him for all he does for our office and clients.


 

Alexandra Armstrong named in InvestmentNews' profiles of 20 People Who Helped Shape the Financial Planning Industry

InvestmentNews recognized the 50th anniversary of financial planning and named Alex as one of the 20 people who helped shape the financial planning industry. In choosing the 20 individuals, they tried to highlight those they thought were influential in molding the industry either through their ideas or actions. Alex started working in the financial services industry in the 1970's, becoming the first woman in the country and the first person in Washington, D.C. to become a certified financial planner. Among her many accomplishments, she led the precursor to the Financial Planning Association, the International Association for Financial Planning, retiring as chairwoman in 1987. She was the first woman to hold that position. In 2004, she became the first woman to receive the P. Kemp Fain Jr. Award, one of the highest awards bestowed by the FPA. And in 2016, Ms. Armstrong became the first recipient of an InvestmentNews lifetime achievement award that has been named in her honor.


 

AFM Summer Event

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The AFM staff enjoyed a crabfest this past summer on the rooftop of our builiding!


 

Alex is staying busy!

Alexandra Armstrong is serving on the Investment Committee of the Cosmos Club as well as the Treasurer of the Boys and Girls Club of Sarasota Florida Foundation Board.

Carl Holubowich named Forbes Best In-State Next-Gen Advisors for 2019*

The country’s top next-gen advisors represent the future of the wealth management industry. Help us congratulate Carl on this great honor! Link


 

Cup of Joe

AFM had a wonderful time teaming up with Cup of Joe to make breakfast bags for the homeless. More than 500 bags were put together and donated to a local D.C. homeless shelter.