Congratulations to AFA co-founder Julie Andrews, MBA, CFP®, AIF®, for being named to Forbes’ Top Women Wealth Advisors list for 2018. The list was published on Forbes.com. She received this recognition in 2017 as well.
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Andrew Shannon joined the Atlanta Financial team in January 2018. Previously, he worked as a Client Service Associate at another independent Atlanta firm. Currently, Andrew is a Senior Financial Planning Assistant and works closely with Cathy, Julie and their teams to handle the pre- and post-meeting processes as well as preparing and updating clients’ financial plans.
Congratulations to Julie Andrews and Cathy Miller for being included in The Wall Street Journal’s “Women in Wealth” special section in the March 26, 2018 issue. Julie and Cathy are among an elite group of female wealth advisors in the nation recognized with the Five Star Professional* award.
Cathy Miller was an invited guest facilitator at a conference hosted by the Society of International Business Fellows (SIBF) at The Inn at Serenbe on March 18th. The session was designed to help attendees understand how to identify and plan for some of the typical financial challenges women face. They addressed some of the root causes of why women aren’t always involved partners in their financial lives including a lack of time, interest or financial knowledge. The group also discussed the top financial priorities women should be concerned with at different stages of life. Cathy helped lead a discussion of challenges women commonly face in understanding their financial “reality,” along with concrete steps all women can take to seize control of and alter that reality.
We are thrilled to announce that Julie Andrews, MBA, CFP®, AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2018. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
Our own Rick Henderson, CPA, CFP®, AIF®, has provided his expert advice in a handful of publications recently. In an interview with NBC News BETTER, Rick shared tips to avoid tax fraud this season.
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