by Cindy Joyce | May 15, 2024 | Agili Team Members
We want our clients and friends to learn more about our colleague, Marian Martin, so we asked her the questions below. As Assistant to the President, Office Manager, Marian supports Agili leadership in the areas of scheduling, billing, invoicing, and company events....
by Cindy Joyce | May 10, 2024 | Agili Team Members
Agili is Hiring in the Lehigh Valley Agili is hiring! We’re recruiting a Financial Advisor to join our team of experts in our Bethlehem, PA, office. Interested candidates may send resumes/CV to Agili COO, Cindy Joyce, at careers@agilipersonalcfo.com. Please see the...
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...
