Cambridge Investment Research, Inc.

Associates working in our Fairfield location were treated to delicious, freshly baked cookies and festive cheer, all thanks to our wonderful friends at Graf and Company! Take a look below to see the smiles that Graf and Company spread this year! ??? #CambridgeCulture

The 2024 InvestmentNews Rising Stars were announced today, and we’re thrilled to see Cambridge talent recognized among the bright young stars of our industry! A big congratulations to advisors Alex Klinkhammer, CFP?, ChFC?, and Shari Rash; and Cambridge associates Morae Metcalf and Whitney Pacha, for making this year’s list of top professionals in financial services under the age of 40! ???? Selected by a seven-member independent judging panel, winners were evaluated based on role and responsibilities, key career achievements, and contributions to the industry at large. Congratulations to all of this year’s star-studded winners! #CambridgeRisingStars ?? Advisor Press Release: https://lnkd.in/gFewU3Yr ?? Associate Press Release: https://lnkd.in/gPXUJRhi ?? IN Rising Stars Special Report: https://lnkd.in/gDwBmPzB **InvestmentNews 2024 Rising Stars (formerly 40 Under 40).?Nominees had to be aged 40 or under (as of November 30, 2024) and be committed to a career in wealth management with a clear passion for the industry. Finalists were chosen based on nominations and winners were selected by an independent judging panel. To learn about the award nomination and selection process, visit InvestmentNews.com.**

The Cambridge Community Engagement Committee was thrilled to welcome students from the Explorers Enrichment Program for an engaging lesson on Financial Literacy! ???? Together, we explored the basics of budgeting, saving, and making smart financial decisions—key skills that will help these bright minds succeed in the future. Thank you to all the students, teachers, and volunteers who made this event such a success! Here's to building strong, informed communities. #CambridgeCares

Join us as Ellis Baum, Investment Advisor Representative at Tiger Investment Services, shares his inspiring journey from success in another industry to thriving in financial services. Ellis believes the key to success isn’t just knowledge—it's building and managing relationships. Don't miss out on his invaluable advice for anyone considering a career transition! Tune in now and take the first step towards discovering YOUR greatest tool! ??https://ow.ly/hlLf50U8k8y #CambridgeStronger

We're honoring Veterans Day by thanking all the brave individuals who have selflessly served our country! Your dedication, courage, and sacrifice do not go unnoticed. Thank you for your service and for being a shining example of what it means to be strong together. We are forever grateful for your commitment to protecting our freedom and safety. #VeteransDay#Grateful

We were honored to attend last night’s InvestmentNews Women to Watch awards ceremony in NYC to celebrate our own Valarie Vest, who was a finalist for this year’s ‘Allyship Champion of the Year’ award. Cambridge was also a finalist for the 'Employer of Choice’ award, and Andrea Shafer presented the Executive Excellence award. ?? It was a night filled with inspirational stories of women pushing boundaries and making an impact in our industry and their communities. Congratulations to all of this year’s honorees! ?? Alex Klinkhammer, CFP?, ChFC? Shari Rash Amanda Reineke Brian Reid Morae Metcalf Sarah Ledger Whitney Pacha InvestmentNews 2024 Women to Watch Excellence Awardees (Finalists) Employer of Choice, Cambridge Investment Group, and Allyship Champion of the Year, Valarie Vest, honor the contribution and achievements of firms and individuals in the financial services industry. Finalists are chosen based on nominations and winners are selected by an independent judging panel. To learn about the award nomination and selection process, visit https://lnkd.in/gdmnf7kx

Exciting insights from Cambridge First Vice President and Chief Information Officer, Larry Casey, in Digital Wealth News on the latest cybersecurity trends following Cybersecurity Awareness Month! As threats evolve, so must our strategies. From AI-driven defenses to enhanced employee training, it’s crucial to stay ahead of the curve. Follow the link below to read more. https://ow.ly/XqaK50U1JRR #Cambridge #Cybersecurity

Join Kelly Cartier of Cartier Financial as she shares her firsthand experience navigating the aftermath of Hurricanes Helene & Milton. Learn vital prep tips and hear powerful stories of community resilience! Don’t miss this essential episode—tune in now and empower yourself for the unexpected! https://ow.ly/3mUk50TZRmB #CambridgeStronger

Double the fun this Halloween with tricks AND treats! ?? Our Fairfield and Phoenix locations brought the Halloween spirit to work today as our associates showed off their spookiest costumes. Families even joined in on the fun at the end of the day! It's been a day filled with sweets, treats, and plenty of Halloween spirit. Wishing you all a safe and Happy Halloween night! #HappyHalloween

We are grateful for Cambridge Investment Research, Inc. continued commitment to our Partner for Excellence and Ambassador Circle programs. Under the leadership of CEO and Co-Chairman Amy Webber — one of just two female CEOs in Financial Planning’s list of the 15 largest independent brokerages — Cambridge remains a premier destination for women advisors. The firm’s Community of Women (CCW) program supports and empowers women by offering exclusive calls, educational events, and year-round networking opportunities. Cambridge’s commitment to supporting women extends to thought leadership. Check out their whitepaper ‘A New Age of Investing: Where Women are Rising’ to discover valuable strategies for connecting with women investors. #Cambridge