Broadway Graham Wealth Partners

?? Employee Spotlight: K. Bridget Schneider ?? This week, we’re excited to highlight K. Bridget Schneider, one of our dedicated Financial Advisors! Bridget’s commitment to guiding clients through their financial journeys and helping them achieve long-term success makes her a valued member of our team. We’re excited to share some fun facts about Bridget below! ?? Do you have any hidden talents or hobbies? ???? I like to garden and cook. Which historical figure would you most like to meet? ?? Betsy Ross What was your first paying job? ???? I worked with a caterer at events. What is a goal you are proud of accomplishing????? Earning my Certified Financial Planner? professional designation #EmployeeSpotlight #TeamHighlights #MeetOurTeam #BroadwayGraham

Today is?#DataPrivacyDay, and at Broadway Graham Wealth Partners, we’re dedicated to protecting what matters most—your financial and personal information. Your trust is at the heart of everything we do. That’s why we prioritize advanced security measures to keep your data safe and secure. Did you know??Taking simple steps like using strong passwords, enabling two-factor authentication, and regularly monitoring your accounts can significantly enhance your privacy. Let’s work together to ensure your information stays protected—today and every day. #DataPrivacy #WealthManagement #FinancialSecurity #BroadwayGraham #ProtectYourData

?? Client Love ?? Ed & Bonnie K. share: "Joe Globensky is brilliantly articulate and knowledgeable. We trust him and Broadway Graham with our financial needs and look forward to a lifelong relationship." Thank you for your trust! #ClientSpotlight #WealthManagement #BroadwayGraham

Dr. Martin Luther King Jr. taught us that building a brighter future begins with courage, compassion, and vision. Let’s strive to carry his legacy forward. ??? #MLKDay #Inspiration

Another Strong Year for Stocks: Lessons from 2024 The S&P 500 defied expectations with back-to-back 20%+ gains, offering key lessons for investors on trends, bull markets, and long-term strategies. Check out this article for insights as we head into 2025!

Building lasting relationships through personalized financial guidance. Thank you, Nathan, for your trust in Connor and Broadway Graham Wealth Partners!

?? Employee Spotlight: Jay Cole ?? We’re kicking off the new year by highlighting Jay Cole, one of our outstanding Financial Advisors! Jay’s dedication to helping clients achieve their financial goals and his personalized approach to planning make him an invaluable member of our team. As we start the year strong, we’re excited to share some fun facts about Jay below! ?? Are you a sports fan? Who are your favorite teams? ? I've always been a Cardinal baseball fan. Haven’t had much to cheer for the last few years, but I have been a fan since I was 5 years old when my doctor gave me a life size poster of none other than Bob Gibson. What was your first paying job????? When I turned 16 and could drive, I had a crew from Greenfield and we would drive to the Eldred, Il area and detassel corn. I also worked on a farm crew bailing hay and straw. Learned a great deal about working hard. What inspires you? ??? I’ve been very fortunate in life with growing up with great parents, married to a wonderful wife in Mary and building our blended family, having solid friends, a fantastic career built around the best clients one could ask for. I’m inspired by the work we do in assisting folks with getting to where they want to be and then seeing them enjoy their retirements, seeing their kids or grandkids go on to learn new trades or college, and just a smile when I see them. #EmployeeSpotlight #TeamHighlights #NewYearNewSpotlight

Happy New Year! ?? Cheers to a prosperous 2025! ?? What’s your 2025 financial resolution? ?? Let’s make it happen this year! #HappyNewYear

Merry Christmas and Happy Holidays! ??? From all of us at Broadway Graham, may your holidays be filled with warmth, joy, and cherished moments. #HappyHolidays #MerryChristmas