The National Association of Insurance and Financial Advisors, NAIFA has announced its 2020 Top Female Advisors in Atlanta. Lisa M. Arnold, MBA, ChFC® and Nancy Du, MBA, RICP® of Ashford Advisors have been recognized. This is Lisa’s fifth year and Nancy’s second year awarded. The NAIFA-Atlanta’s Top Female Advisors award is based on an annual evaluation on excellence and achievement in the Insurance and Financial Services field based on production, years in the business, and community involvement.
The National Association of Insurance and Financial Advisors, NAIFA has announced its 2020 Top Advisors Under 40 in Atlanta. Eight Financial Advisors with Ashford Advisors have been recognized including Britton D. Adams, ChFC®, Lisa M. Arnold, MBA, ChFC®, Austin Ehlinger, Elie E. Engler, ChFC®, CFP®, Edward Inman, ChFC®, CFP®, Andrew Matthieson, Michael Palmer, and Reagan H. Wolfe, ChFC®, CLU®. Recipients of NAIFA-Atlanta’s Top Advisors Under 40 are nominated by their peers or business associates and are
ATLANTA, GAApril signifies a milestone anniversary for Emily P. McIntyre, MBA, Ashford Advisors’ Director of Business Development. Emily supports the firm in community outreach by developing, coordinating, and implementing plans designed to increase Ashford Advisors’ business and philanthropic reach.Emily joined the firm in 2005, following in the footsteps of her father and role model, Tom Purcell. She has been integral in the marketing efforts of the firm, previously serving as the Director of Marketing
Ashford Advisors, a financial services and wealth management firm headquartered in Atlanta has recently established a new office in Alpharetta, Georgia. This Alpharetta branch is led by Financial Advisors Andrew Matthieson, Michael Palmer, and Daniel A. Taylor, CLU®, ChFC®, CFP®. “We are so excited to open an office in Alpharetta. As someone who grew up in the community, I've always wanted to take Ashford's great history and track record and bring a physical presence to the town where I grew up,” said
Ashford Advisors has been awarded a Top Workplace 2020, National Standard honor by The Atlanta Journal-Constitution. The list is based solely on employee feedback gathered through a third-party survey administered by research partner Energage, LLC, a leading provider of technology-based employee engagement tools. The anonymous survey measures several aspects of workplace culture, including alignment, execution, and connection, just to name a few. “We are honored to be recognized by the AJC as a Top
Seven financial professionals with Ashford Advisors were announced as 2020 DI Inner Circle Qualifiers. Guardian’s Inner Circle is an award that recognizes producers who consistently produce high-volume, high-quality disability income business; this typically represents the top 2% of producers doing individual disability income business through Guardian agencies. The qualifiers for Inner Circle are Peter E. Bourg, Elie E. Engler, ChFC®, CFP®, Joshua M. Ketchie, CFP®, CPA, ChFC®, Mark O. Matia, M. Travis
ATLANTA, GA & JACKSON, MS – Managing Director and Financial Advisor, Camille Snyder and Daniel Taylor, CLU®, ChFC®, CFP®, Managing Director and Director of Brokerage Sales, qualified for the Presidential Citation Award for excellence in management. This Guardian award recognizes agency leadership development among Recruiting and Managing Directors. The two Ashford Advisors’ Managing Directors will have the opportunity to attend the Presidential Citation Award (PCA) Conference in Puerto Rico in June, where
Atlanta based Financial Planner, Michael Ghioto, CFP®, RICP® celebrates a milestone anniversary this month. Whether he is helping his clients with their wealth accumulation, investment strategies, or retirement planning, he finds joy in bringing organization and confidence to his clients’ financial lives. He is a CERTIFIED FINANCIAL PLANNERTM professional and earned the designation of Retirement Income Certified Planner from The American College. “Fifteen years ago, Ashford had the good fortune of Michael
On January 30th, Ashford Advisors held its annual Awards Dinner in the Grand Ballroom at the Dunwoody Country Club celebrating the accomplishments of associates and the firm. This year’s noteworthy accomplishments are as follows:Nine representatives qualified for Guardian’s highest honors. Matthew G. Lipscomb, CLU®, ChFC® qualified for one of Guardian’s most prestigious awards, President’s Council. Additionally, Peter E. Bourg, Howard C. Busbey, Jr., CLU®, Austin Ehlinger, Elie E. Engler, ChFC®, CFP®,
ATLANTA, GA - This September, Atlanta-based Financial Advisor, Austin Ehlinger celebrates his fifth anniversary with financial services firm Ashford Advisors.Austin entered the financial services industry when he joined Ashford Advisors in 2014. Austin knew he wanted a career that gave him the opportunity to build meaningful relationships with people and help them make important financial decisions based on their dreams and goals. He does this for his clients by showing them a clear picture of where they
December signifies a milestone anniversary for Birmingham-based Brokerage Manager, Sam Duffey, CLU®. “When income slows or stops, it immediately becomes quite difficult for most of us to reach our financial goals. As I work with financial professionals, I want them to develop a healthy understanding of how their client’s income permeates through an entire financial and lifestyle plan.” Because of his thorough approach to education and service, Sam is frequently called on to train and share his experience
Chris is the owner of Pinnacle Planning, LLC; he specializes in insurance and estate planning with a focus on life, disability, and long-term care insurance. Chris works with individuals and small business owners to analyze their protection needs and prepare strategies to meet their objectives today and in the future.Chris is licensed with multiple insurance carriers for optimum client benefit. Chris is a participating member of the National Association of Insurance and Financial Advisors (NAIFA). He has
ATLANTA, GA – Seven Atlanta-based Ashford Advisors associates have been recognized as Five Star Wealth Managers. The 2019 Five Star Wealth Managers are Britton D. Adams, ChFC®, CExPTM, Peter E. Bourg, Elie E.?Engler,?ChFC®, CFP®, Michael J.?Ghioto, CFP®, RICP®, W. Edward Inman, ChFC®, CFP®, Joshua M. Ketchie, CFP®, CPA, ChFC®, and Matthew G. Lipscomb,?CLU®, ChFC®. Five Star Professional awarded the top 4% of Atlanta area wealth managers who are committed to excellence. This is the eighth consecutive year
October marks Atlanta-based Financial Advisor, Lisa M. Arnold, MBA, ChFC®’s fifth anniversary with financial services firm Ashford Advisors.An impactful five years in the business, Lisa Arnold has recently been recognized within the industry by NAIFA-Atlanta as both a Top 40 Under 40 Advisor and a Top Female Advisor. She specializes in helping families and business owners think differently about money and finance. Her process helps clients align their financial decisions with their personal values, and as
This September, Atlanta-based Financial Advisor, M. Blake Miller celebrates his fifth anniversary with financial services firm Ashford Advisors. Blake Miller joined Ashford Advisors in 2014 with a focus on empowering his clients to reach their personal financial goals. Mr. Miller has specialized in helping young doctors, athletes, and professionals by creating personalized and comprehensive strategies designed to organize their cash flow, protect what matters and build wealth for the future.
Lisa M. Arnold, MBA, ChFC® and Nancy Du, MBA, RICP® of Ashford Advisors have been recognized as two of NAIFA (National Association of Insurance and Financial Advisors) Atlanta’s 2019 Top Female Advisors. This is Lisa’s fourth year and Nancy’s first year awarded. The NAIFA-Atlanta’s Top Female Advisors award is based on an annual evaluation on excellence and achievement in the Insurance and Financial Services field based on production, years in the business, and community involvement. Recipients are
R. Bryant Moore, CLU®, ChFC® of Ashford Advisors has been recognized as one of NAIFA (National Association of Insurance and Financial Advisors) Alabama’s 2019 Top Advisors. NAIFA-Alabama’s Top Advisor award is based on an annual evaluation on excellence and achievement in the Insurance and Financial Services field based on production, years in the business, and community involvement. Bryant Moore lives to serve others, striving to make a positive difference in their lives and build a better future.
Ashford Advisors’ Managing Partners, David B. Allen, CLU®, ChFC®, George H. Moore, CLU®, ChFC®, and V. Thomas Purcell, CLU®, ChFC® are honorees of two GAMA International Leadership Awards, the Master Agency Award (MAA) and the Diamond International Management Award (IMA). These awards recognize excellence in traditional and contemporary field management. Ashford Managing Partners are distinguished for their supervisory of the agency and production in 2018. “Guardian congratulates its leaders for their
Mid-June signifies a milestone anniversary for Atlanta-based Financial Representative, Mark O. Matia. Beginning in 1984, Mr. Mathia has built a successful career helping clients save for the future and protect what’s most important to them. Mark Matia knows first-hand the impact that a severe disability can have on a career. Experiencing an illness that prevented him from working for more than five years, Mr. Matia understands that a disability can change your life and your career, and is passionate
Gainesville Financial Advisor, Britton Adams, ChFC®, CExPTM celebrates a milestone anniversary this month. Whether he is helping his clients to achieve the goals they have for their lives or giving back to his local community, Britton Adams invests in relationships. Britton Adams joined Ashford Advisors in 2004. While based in Gainesville, Georgia, Mr. Adams works with business owners and professionals across the country. His strength lies in simplifying the process for his clients, educating them on
Lisa M. Arnold, MBA, ChFC® of Ashford Advisors has been recognized as one of NAIFA (National Association of Insurance and Financial Advisors) Atlanta’s 2018 Top Female Advisors. Lisa is a third-year recipient of the Top Female Advisors of NAIFA-Atlanta award. The NAIFA-Atlanta’s Top Female Advisors award is based on an annual evaluation on excellence and achievement in the Insurance and Financial Services field based on production, years in the business, and community involvement. Recipients are