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

During this season of gratitude, we are reminded of the importance of the relationships we’ve built and the collective dedication of everyone involved. Our events in Winston-Salem, Raleigh, and Charlotte were a wonderful opportunity to come together, share appreciation, and give back to local communities in need during this month of giving. We are proud to stand with such a dedicated group of individuals. Here's to many more opportunities to give thanks and make a positive impact!

Build an actionable client experience to show your gratitude for your current clients and creates a more referrable financial practice. https://lnkd.in/gcKCJwJd

Join us in celebrating these milestones achieved by David Wachter, LUTCF?, Grant R. Bridges, Kevin D. Monaghan, and James B. Giltner, CLU?, CSSC?! We're grateful for your partnership and the impact you continue to make each and every day. Congratulations!

For our veterans, thank you for your service and the sacrifices you and your families made. We're grateful for how you continue to show up each day.

Create an actionable and realistic strategy to keep in touch so your most important clients don't slip through the cracks. ?? Download your complementary copy of the Client Experience Exercise to start today: https://lnkd.in/gcKCJwJd

Congratulations to Stephen Holderness IV, Anthony Bridges, and Cole Foley on earning these certifications! We're grateful to support you and your growth! Cheers to your success and a great journey ahead!

Join us in celebrating these milestones achieved by Cynthia Richards-Donald, CFP?, MBA, James Ziel, Ronald C. Davis, Michael R. Watson, Matt Kern CLU?, CLTC?, AIF?, and Blair Ashcraft, CLU! We're grateful for your partnership and the impact you continue to make each and every day. Congratulations!

We are grateful to all who joined us at Wise Acres Organic Farm. It was a reminder of the importance of stepping away from work to build relationships and create lasting memories with our loved ones. Here's to more moments like these, where we can laugh, connect, and enjoy the time we share!

Recently, our team headed out of the office together and took on a strawberry shortcake challenge at Chef Alyssa's Kitchen! Nothing like sweet treats and friendly competition to foster good fellowship and team work.