November 2022
I am going to really enjoy the upcoming seasons. This is the time of year we celebrate and are thankful and while this year hasn’t been all that I had planned, I am thankful for so much:
Here are a few things that I am thankful for:
- My family and our health
- All of you! You make my job the best in the world! I enjoy talking and meeting with you and being that person to walk alongside you with life decisions.
- Our Team! Kindred Financial Partners is like a family away from my family. Sure, sometimes we don’t always see things from the same perspective, but in the end, we’re still a team working in your best interests.
- Starting a new year. I know it’s just November, but the New Year is coming and it has to be better than this one was for me.
- Returning of some normalcy. While Covid is still around, we are beginning to feel more like our old selves again.
What are you thankful for? Share if you’d like, but take a moment for yourself to reflect and focus on the good in your life.
In other news, as we look into next year and our returning to some normalcy, my hope is to bring back our annual women’s event! I’d love to hear your feedback on what we have done in the past and ideas for going forward. Please email me stacy.caudill@raymondjames.com with your suggestions, topic ideas and thoughts on what you’d like future events to focus on.
– Paul Reilly | Chairman and CEO, Raymond James Financial
The Kindred Financial Partners team was named to the 2024 edition of the Forbes list of Best-in-State Top Wealth Advisors †.
† The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
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