by Cindy Joyce | Mar 16, 2023 | Agili Personal CFOs, Agili Team Members
Written by: Cindy Joyce Consistent Survey Results Are Not Good Enough The Agili team is grateful every day for our clients. As you know, each year we ask for your opinion on what we have done well during the past year as well as (and perhaps more importantly)...
by Cindy Joyce | Mar 15, 2023 | Agili Team Members
Agili is very proud to announce that Michael Joyce was included in Barron’s ranking of America’s Top 1200 Financial Advisors once again. Barron’s Ranking Criteria According to Barron’s, the following factors were considered...
by Cindy Joyce | Feb 14, 2023 | Agili Team Members, Financial Planning
Congratulations Are in Order! Agili’s Cody Santmyer, CFP® has earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation. A Financial Planning Analyst in the firm’s Richmond office, Cody becomes Agili’s eighth team member with the coveted and highly...
by Cindy Joyce | Jan 10, 2023 | Agili Team Members
We are very happy to announce that Scott Bracey has joined the Agili team. Scott is a Portfolio Analyst who joined us from Morgan Stanley. Everyone on the Agili team has enjoyed working with and getting to know Scott. Check this out! Scott’s Agili Website Bio We...
by Cindy Joyce | Nov 30, 2022 | Agili Personal CFOs, Agili Team Members, Uncategorized
Agili recently announced the following promotions in the Richmond office. Richmond BizSense subscribers can see these announcements highlighted in its The Herd column. Amber Ott was promoted to Director of Operations, Chief Compliance Officer. She was previously...
by Cindy Joyce | Oct 31, 2022 | Agili Team Members
Each year, the entire Agili team gathers for our annual company retreat. This year, the Richmond group was lucky enough to be the guests of our generous Bethlehem hosts. We gathered for team connection and brainstorming. We discussed what “client delight”...
