Fidelis Wealth Advisors continues to learn in order to help clients.
Created by: Fidelis Wealth Advisors
Over the past few weeks, both Sam Tenny and Lorie Jones, founders of the Fidelis Wealth Advisors team, have embarked on separate journeys to enhance the quality of service offered to their clients. While it might sound like they were off enjoying a well-deserved vacation, their purpose was far more dedicated. Sam attended the renowned Future Proof conference, while Lorie was equally immersed in her quest for knowledge, participating in both the American Funds Symposium and Wealth@Work Conference.
These opportunities, although held in picturesque settings that could easily double as vacation destinations, served a distinct purpose: equipping Sam and Lorie with the most up-to-date insights, strategies, and resources to enhance the Fidelis Wealth Advisors’ client experience. In a world where the financial landscape is ever-evolving, staying ahead of the curve is not just a commitment but a necessity.
In attending FutureProof, Sam delved deep into the intricacies of the investment world looking for innovative ways to grow Fidelis Wealth Advisors. This conference, a renowned gathering of industry leaders and visionaries, provided a wealth of knowledge on market trends, asset management, and financial planning. Sam’s presence at this event reaffirmed Fidelis Wealth Advisors’ commitment to remain at the forefront of investment strategies, benefiting their clients with the latest, most informed decisions.
Simultaneously, Lorie explored the multifaceted nature of wealth management by participating in both the American Funds Symposium and Wealth@Work Conference. The former delved into the finer details of investment, reiterating Fidelis Wealth Advisors’ pledge to offer comprehensive, end-to-end solutions to their clients. At Wealth@Work, Lorie delved deep into the dynamic realm of financial literacy, an experience that further fueled her commitment to educating more women about the advantages of a holistic approach to wealth management.
These opportunities have brought new horizons and an abundance of resources to the Fidelis Wealth team, and we are excited to share the knowledge and insights gleaned from these conferences. As we continue to evolve and adapt to the ever-changing financial landscape, we remain committed to providing our clients with exceptional and personalized services.
Stay tuned for exciting insights from Sam and Lorie’s experiences as they shape Fidelis Wealth Advisors’ innovative approach to wealth management in our upcoming educational blog series. Our unwavering commitment to excellence is dedicated to helping you achieve your financial goals, making your financial future our top priority.
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This blog is general communication being provided for informational purposes only. This information is in no way a solicitation or offer to sell securities or investment advisory services. It is educational in nature and not to be taken as advice or a recommendation for any specific investment product or investment strategy. This does not contain sufficient information to support an investment decision. Any investment or investment strategy mentioned may not be suitable for all investors or in their best interest. Statistical information, quotes, charts, references to articles or any other quoted statement or statements regarding market or other financial information is obtained from sources which we believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. All rights are reserved. No part of this blog including text, graphics, et al, may be reproduced or copied in any format, electronic, print, et al, without written consent from Fidelis Wealth Advisors, LLC. Fidelis Wealth Advisors does not provide legal or tax advice. Please be advised to consult with your investment advisor, attorney or tax professional before making any investment decisions.