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...
by Cindy Joyce | Nov 30, 2022 | Agili Personal CFOs, Agili Team Members, News
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”...
by Cindy Joyce | May 20, 2022 | Agili Team Members
Agili is hiring! We’re recruiting a Portfolio/Investment Administrator to join our team of experts in Richmond. Interested candidates may send resumes/CV to Cindy Joyce at careers@agilipersonalcfo.com. Please see the job description below: Portfolio/Investment...
