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...
by Cindy Joyce | Nov 22, 2023 | Agili Personal CFOs, Agili Team Members, News
Michael Joyce recently sat down with Lehigh Valley Business’s Stacy Wescoe to discuss Agili’s 30th Anniversary. Those with subscriptions to LVB can read the entire story here. Read the entire Lehigh Valley Business story below in italics: ...
by Cindy Joyce | Oct 26, 2023 | Agili Team Members
We are thrilled to announce that Agili has been named one of America’s Top RIA Firms in 2023 by Forbes and Shook Research. To earn this recognition, Agili had to meet the following criteria. Forbes and Shook Research Rank America’s Top RIA Firms ...
by Cindy Joyce | Sep 26, 2023 | Agili Team Members, Financial Planning, Investing, News
New Agili Team Members Announced in Richmond Times Dispatch Agili recently shared new hire announcements in the Richmond Times Dispatch. We have been excited to welcome Scott Bracey, Jack Kennedy, and Lori Schattner in the firm’s Richmond office over this past year....
by Cindy Joyce | Sep 14, 2023 | Agili Team Members, Financial Planning, News
RIABiz.com recently published an article about Tom Bradley’s oversight of custodian TD Ameritrade’s conversion to Schwab. Agili President, Michael Joyce, was featured in the article and provided comments: “Right before the Labor Day weekend merger,...
