by Cindy Joyce | Jun 1, 2023 | Agili Team Members
Earlier this week, the Richmond Agili team headed out to Brambly Park to celebrate Portfolio Analyst Scott Bracey’s recent marriage. We thought we’d share a few photos from the gathering. Everyone on the Agili team, in both Richmond and Bethlehem, wishes...
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, News
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 | Dec 9, 2022 | Agili Team Members, News
Michael Joyce is once again a Five Star Wealth Manager Award Winner in 2022! This marks the tenth time that he has been honored with this award. Congratulations to Michael for this industry recognition! Five Star Wealth Manager Award Criteria The award is given...