News and Events at AGFS
June 14, 2022 - Utica, NY
Stephanie was excited to collaborate with her peers in today's
meeting of the National Operational Excellence Council (NOEC).
Representing for Royal Alliance, she 1 of 12 financial professionals in addition
to several home office leaders within the Advisor Group network, the council
had a successful meeting and is looking forward to sharing additional updates
soon on how AG is listening to our feedback to make doing business for
professional and their clients more efficient and effective, WINS!
March 21, 2022 - Utica, NY
We would like to introduce the newest member of the AGFS family -
welcome James D. Hawley!
Congratulations to Heather, David, and big sister Ariana on the healthy
new addition.
March 7, 2022 - Utica, NY
Stephanie named an inaugural member of Advisor Group's
National Operational Excellence Council.
The selection process involved a first round written application
and second round video submission. Stephanie was chosen as
1 of only 12 members representing the wealth management firms
to serve on the council out of over 150 applicants.
The National Operational Excellence Council represents the
the interests and voices of all Advisor Group financial professionals
as it strives to create efficiencies and make it easier to do
business.
October 10, 2021 - Utica, NY
Heather & Stephanie participated in the historic 2021 installment of the
Utica Boilermaker. This was the first time in Boilermaker history
that the run was hosted in October.
Heather ran with her husband, David, and both had a great time.
Stephanie finished the 15k with a personal record with a time
of 94 minutes 2 seconds. At the finish line she ran into her friend
Joe who you may recognize from her Heart Run and Walk photos.
Great job to all runners who participated and we look forward
to 2022!
October 3, 2021 - Utica, NY
AGFS boarded the Adirondack Scenic Railroad train along with
a large group of our clients to take in the autumn sites. We
departed the Utica station and made the turn around at the
Thendara station with lots of great food, local brews from
Copper City Brewing Co., and entertainment by the Work Related
Duo.
It is our absolute pleasure to share with our clients how much we
appreciate the trust they've placed with us in guiding them to
confident financial lives and futures.
We look forward to the next installment of our annual
event in 2022.
September 1, 2021 - Utica, NY
AGFS is proud to introduce our newest team member,
Janice Williams, CFA, CPFA. Her focus will be on
investment analysis, portfolio construction, and
management.
We have known Janice for many years and welcome
her not only for the excellent knowledge and experience
she brings, but for the great team player, friend, and
fun co-worker we know she will be.
August 22, 2021 - Utica, NY
Stephanie participated in the 2021 Tunnel to Towers 5K Run Utica.
This was the first year that Utica hosted a city run/walk as part of
The Tunnel to Towers Foundation's National Run, Walk & Climb Series.
Some of the proceeds raised in 2021 helped pay off the mortgages
on 50 homes of fallen heroes across the country.
The 2nd Annual Tunnel to Towers Utica will be on
Sunday, August 21, 2022.
For additional information on the foundation and their events,
please visit: www.t2t.org.
July 18, 2021 - Utica, NY
Stephanie and her friend, Courtney, participated in The Erie Canal
Half Marathon Relay. Finishing as the 10th team to cross the finish
and the first team to finish in the open women's division, they put
on a good showing of how 'Moms Have More Run'.
June 25, 2021 - Utica, NY
The AGFS crew planned an office retreat at Canadarago Lake.
On the agenda was a review of the current business plans,
some team building exercises, lunch, and a tour around
the lake.
March 26, 2021 - Utica, NY
We are pleased to announce that Trinity has
completed her first big step forward for her
future career in the financial industry!
Trinity sat for and passed the Finra SIE
exam on March 26, 2021. The SIE is the
Securities Industry Essentials Exam and is an
introductory-level exam that assesses a candidate's
knowledge of basic securities industry information.
Next up for her is to continue her studies and
take the Finra Series 7 this summer before beginning
her fall semester of college.
For more information on this and other Finra exams
and qualifications, please visit: https://www.finra.org/#/
March 3, 2021 - Utica, NY
We are pleased to announce that Stephanie is now a
Registered Assistant!
Stephanie sat for and passed the Finra Series 7
exam on February 26, 2021. The Series 7 is the
General Securities Representative Exam.
Next up for her is to continue her studies and
take the Finra Series 24 later this year.
December 22, 2020 - Utica, NY
Our final holiday donation was to the Central New York
Veterans Outreach Center.
With a majority of our staff either being a veteran or
having family and friends who are veterans or active
duty, we felt a donation to this local non profit was a
most. We collected non perishable pantry items,
personal hygiene products, and lightly worn clothes
in addition to the brand new collection of cold weather
gear and clothing that we delivered. The donation
was greatly appreciated by the volunteers who even
referred to Stephanie as 'Santa's Helper'.
For more information on CNY Veterans Outreach
Center, please visit www.ucdevelopment.org
December 17, 2020 - West Winfield, NY
Keeping the season of giving going, AGFS made a monetary
donation to the West Winfield chapter of the Rotary Club.
As a resident of West Winfield, Stephanie was blessed to be
able to present the donation to her father in law,
C.W. "Budd" Osborn, who has been a member of
the Rotary Club for many years and is the current secretary.
The donation was made to their Christmas Basket Program.
This year the West Winfield chapter had 65 families that
were provided with donations of food and 415 gifts to help
celebrate the holiday season.
December 17, 2020 - Utica, NY
In what had been a challenging year for everyone,
we wanted to give back during the season of giving.
We were very fortunate to have a connection to
Operation Sunshine & the Rescue Mission here in Utica, NY.
Emily and Stephanie dropped off a cart full of toys, games,
books, crafts, and warm weather gear to benefit
children in need during the holiday season
in the Mohawk Valley.
For more information on Operation Sunshine, the
Rescue Mission of Utica, or to make a donation,
please visit www.opsun.org and https://uticamission.org/
October 12, 2020 - Utica, NY
We are excited to announce our newest addition
to the AGFS team, Jill Rotach!
Jill joins us with over 20 years of experience in the
financial services industry. She will be your go to
for all things service related and strives for excellence.
We are so pleased that Jill decided to join us and
look forward to all the great things to come!
October 4, 2020 - Utica, NY
All of us at AGFS love the work we do, and that is attributable
to our great clients. Meeting clients and hosting our annual
events is always a highlight for us. Regrettably, the
circumstances of the year limited our options.
So, we asked what could we do to say thank you for choosing us
as your Financial Advisor team? Bake cookies of course!
With some sugar and spice and the expert guidance from
from the owner and staff of Wisk Baking Co. in Utica, NY,
made over 1,000 cookies and shipped them directly
to our clients' homes.
June 29, 2020 - Utica, NY
We are OPEN! and have remained open during the NYS
shelter in place order as an essential business to continue to
provide you, our clients, the expert care and services that
you've come to know and expect. With the implementation of
virtual meetings and conference calls,we were able to seamlessly
continue to meet the high level of customer service needed to
provide you with peace of mind even with the new normal.
But we are excited to announce we welcome you, once again, to
schedule face to face appointments.Of course, Per NY state
guidelines, masks are encouraged and new sanitation procedures
are in place.
We can't wait to see you all again and we thank you for the trust
you've given us to help guide you on your financial journey.
March 7, 2020 - Syracuse, NY
Heather participated in the 15th Annual Tipperary Hill
Shamrock Run for the first time.
The Shamrock Run partners with the St. Patrick
Hunger Project encouraging participants and spectators
to bring either food donations of non-perishable canned
or boxed food or monetary donations. Donations are
distributed through the Inter-religious Food Consortium
and the Food Bank of CNY.
March 7, 2020 - Utica, NY
Stephanie & friends participated in the American Heart Association's
Heart Run & Walk completing the 5 mile run as part of Team Jayden
Stephanie also volunteers her time at the registration annually along
side an AGFS familiar face, Colleen Thomas.
This year, Utica's Heart Run & Walk has raised a total of $754,812.77!