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Change and Growth Make for an Exciting 2011 For Sanders Financial Management | Business

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Change and Growth Make for an Exciting 2011 For Sanders Financial Management
Business

Client Growth, New Accreditations, Board Appointments, Marriages and Births All Part of Positive Momentum for the Firm

New board appointments, the first anniversary of the Buckhead office, advanced accreditations, marriages and births have made Sanders Financial Management a busy, and successful, investment advisory firm in 2011.  The firm has seen steady growth, adding new clients and raising its total level of assets under management to nearly $200 million.

“We have continued to work hard to provide our clients with great personal service and expert financial advice in this challenging economy,” says Emily Sanders, president and CEO of Sanders Financial Management.  “It is an honor that new clients have continued to seek us out, and trusted us to manage their investments this year.”

  • In June, SFM marked the one year anniversary of its new Buckhead office.  The office has been welcomed by many of the firm’s in-town clients for its convenient location at The Pinnacle Building, 3455 Peachtree Rd. The office is served by appointment.
  • Senior Vice-President,Owen Malcolm was named to the Board of the Good Samaritan Health Center of Gwinnett, a facility that provides healthcare services to the underserved of Gwinnett County.
  • Senior Financial Analyst Stephen Tuckwood has received his CFA (Chartered Financial Analyst) designation from the CFA Institute. This credential is the definitive standard among investment professionals worldwide.
  • Financial Planner Melissa Cummings was married and became Melissa Hallmark in April. She also earned the CDFA (Certified Divorce Financial Analyst) credential, designed to advise those facing the prospect of separation or divorce. 
  • Financial Associate Ellie Burton and husband Cliff welcomed first baby, William Porter (“Liam”), in May.
  • Owen will be a guest presenter at the NAPFA Connections Conference in Dallas in November, training young advisors with a case study financial plan.

SFM In the News (visit the SFM Newsroom for full articles)

http://www.sandersfinancial.com/newsroom/#/KenUuNQQOcg/

  • Emily Sanders was interviewed on WXIA-TV/11Alive’s Saturday morning show on July 30, talking about what the debt ceiling debate means for investors.  Shawn Sanders and Stephen Tuckwood did similar interviews in July with WAGA-TV/Fox5 and WSB Radio respectively.
  • Owen Malcolm was interviewed several times by WSB Radio this summer for stories on a possible double dip recession, the housing market, and the stock market volatility.
  • Stephen Tuckwood was quoted in the Wall Street Journal (7/16) about “Why China looks like a buy.”
  • Duncan Moseley was quoted in the Wall Street Journal (7/1), regarding “25 documents you need before you die.”
  • Emily Sanders was quoted in the Wall Street Journal (5/14) about how couples should rethink their investment strategies when husbands and wives switch their traditional breadwinner roles.
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