Today's ProEquities Advisors Strive for the Gold in Their Business and Their Community

The typical ProEquities financial advisor cares about learning, growing, and being more successful each and every day. It's hard not to feel that way around here. It is part of the environment we foster. We aspire. We dream.
 

And That Is Not All

Our advisors are successful in so many ways, not only in serving their clients. Our advisors are movers & shakers and thought leaders in the communities and markets they serve. They volunteer, they coach, they contribute, and we are proud of their commitment and accomplishments. 
 

Industry Leaders

Robert
Texas
Awarded “FIVE STAR Wealth Manager: Best in Client Satisfaction” for 2009 by Crescendo Business Services, LLC, as seen in the August issue of Texas Monthly.

John and Brad
Minnesota
Both awarded "FIVE STAR Wealth Managers" for 2009 by Crescendo Business Services, LLC, as seen in Mpls.St.Paul Magazine and Twin Cities Business January issues. Brad received this award in 2008 as well.

Michael
California
Obtained his CFP designation in 2009

J.R. 
Virginia
Completed his ChFC designation in 2009

Glenn
Virginia
Received his MBA from EMU in December 2006 

Randy
Louisiana
The Legacy Planning Group, LLC was selected by Goldline Research in their 2008 Selections as one of "The Ten Most DependableTM Wealth Managers For Women In The United States."

Jim 
Missouri
Author of "Public Fund Investing for Dummies" published by John Wiley and Sons in 2008. 

Clair 
Pennsylvania
Earned the Accredited Investment Fiduciary designation February 2008.  

Community

Jim
California
Elected President-elect of the Downtown Long Beach Lions Club     

Marian 
Florida 
President of the Women's Center Guild  

Of Special Interest

Sheryl
North Carolina
President of the Women's Center Guild Completed first marathon  

Hugo 
Louisiana
Obtained his CFS designation in 2009
Enjoys riding a Harley in his free time