by Cindy Joyce | Apr 24, 2024 | Agili Team Members
We wanted our clients and friends to learn more about our colleague, Lori Schattner, who joined Agili in 2023, so we asked her the questions below. As a Client Services Associate, Lori is responsible for providing quality and efficient customer service to clients...
by Cindy Joyce | Apr 4, 2024 | Agili Team Members, News
Agili is happy to announce that Michael Joyce was included in the Forbes ranking of Best-In-State Wealth Advisors, released on April 3, 2024. Criteria for Inclusion in Forbes Best-In-State Wealth Advisors Ranking Below is a general description of the criteria...
by Cindy Joyce | Apr 2, 2024 | Agili Team Members, News
Jamie Malone, CFA, CFP®, CPA recently published an article in Medical Economics about the many financial decisions young doctors face. Medical Economics subscribers can view the article here. Disability – More Common Than You May Think Data from the...
by Cindy Joyce | Mar 15, 2024 | Agili Team Members, News
We are very proud to announce that Michael Joyce has been included in Barron’s list of 2024 Top 1,200 U.S. Financial Advisors for the tenth consecutive year. This is a prestigious distinction and Michael is honored to be included. The following is an excerpt from the...
by Cindy Joyce | Feb 29, 2024 | Agili Team Members
We want you, our clients and friends, to get to know Agili’s team of experts. So, we recently asked one of our newest employees, Jack Kennedy, to share a bit about himself. As a Financial Planning Analyst, Jack assists clients with the development and implementation...
by Cindy Joyce | Feb 1, 2024 | Agili Team Members, News
Michael Joyce Named One of InvestmentNews’ Top Financial Advisors in the USA Agili is delighted to announce that InvestmentNews has named Michael Joyce, CFA, CFP® one of The Top Financial Advisors in the USA. In fact, Michael was ranked #22 on InvestmentNews’ list. In...
