The Pelora Group

We are thrilled to share that our Chief Operating Officer, Audrey Averill is stepping into the role of President of The Pelora Group! Her conviction in our partnership with financial advisors inspires us to show up as our best, authentic selves and serve our advisors and their clients with excellence.? Our CEO Tim Flanagan Jr, CLU, ChFC, CFP, ChSNC, CFBS shares, “Audrey is the backbone of The Pelora Group and has played a significant role in improving our firm through our continued growth. I am so proud to see her in this expanded leadership role and know she will continue to do a stellar job leading our firm and team to future success.” Congratulations Audrey! Read the full press release here: https://lnkd.in/gZVBfibr

This women's history month, we see the need for informed female financial professionals now more than ever to empower clients and promote financial confidence. At The Pelora Group, we empower female advisors to achieve independence and thrive. Discover how we can help you grow your practice. #IWD #WomenInFinance #EmpoweringAdvisors

Join us in celebrating these milestones achieved by Jimmy Menis ChFC, CEPA, CLU, Chelsea (Smith) Pawlowski, Centario J. Grier, Jabbar Jamison, MBA, Hannah Butler, ChFC?, and Matthew Foster! We're grateful for your partnership and the impact you continue to make each and every day. Congratulations!

Last week we came together as an organization for a time of reflection, authenticity, and encouragement in celebration of Black History Month. Thank you to our panelists: Jabbar Jamison, MBA, Centario J. Grier, Sabrina Hudson, CEP, and James Q. Dean for sharing your stories and passion. Some of our biggest take aways: - Don't underestimate the power of teamwork - Dream bigger than you think possible - See failure as an opportunity to grow - Be intentional about fostering relationships outside your comfort zone. Special thanks also to Sweet Potato Jones for a fantastic lunch!

Hiring and onboarding when you're running your financial practice is an overwhelming task. And if your new team member isn't the right fit you have to start the process all over again. Hire fast, but hire intentionally. Download our Expanding Your Practice tool to help you get started. https://lnkd.in/edq7SPPD CRN202711-7529233

Congratulations to Kyle Rasmussen, CFP?, CLU?, ChFC?, RICP?, and Sean Flanagan on earning these certifications! We're grateful to support you and your growth! Cheers to your success and a great journey ahead!

Our 2024 Annual Awards Recognition was an unforgettable night, honoring the advisors who continue to set new standards in financial planning and wealth management. Congratulations to all our award winners! Your dedication, leadership, and commitment to excellence inspire us all. Here’s to another year of success and growth! Check out the list of award winners here: https://lnkd.in/eAz-D5SG Tag us in your photos from this special night! ?? @ThePeloraGroup #PeloraGroup #FinancialExcellence #AdvisorRecognition #WealthManagement #CelebratingSuccess

Does your local wealth management team support your needs to build a healthy and sustainable financial practice? See how your support team measures up using our Wealth Management Support Check. https://lnkd.in/gYm3_-fk CRN202711-7529233?

Black History Month is a time to reflect on the importance of building generational wealth in historically underserved communities. As a financial professional, YOU have the power to help families create lasting legacies and opportunities for future generations. At The Pelora Group, we provide the tools and resources to support your mission. Join us to make an impact where it matters most. #BlackHistoryMonth #GenerationalWealth

Join us in celebrating Sierra Morgan's 5-year anniversary with us! We’re incredibly grateful for your dedication, partnership, and the meaningful impact you make every day. Congratulations on this remarkable milestone!