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Brian Frank named to The Financial Times’ “Top 400 Financial Advisors”

Brian Frank named to The Financial Times’ “Top 400 Financial Advisors”

 

Atlanta -- Morgan Stanley announced today that, Brian Frank, a Managing Director - Wealth Advisor, with the Premier Wealth Management Group in the Firm’s Atlanta Wealth Management office, has been named to The Financial Times’ inaugural list of America’s Top 400 Advisors.

                                    

The “Financial Times’ Top 400 Advisors” is a select group of individuals who have a minimum of $250 million in assets under management (AUM) and ten years of industry experience. Qualified financial advisors were scored on six attributes: AUM, AUM growth rate, compliance records, experience, industry certifications and online accessibility.  Financial advisors also had to commit to complete anonymous quarterly sentiment surveys for the FT.

 

Springmont students share business ideas

Springmont students share business ideas

New business ideas sometimes come when we least expect them and from unexpected sources. Twelve students, ages six to 13, are getting a jump start on creating their new business as part of The Springmont School's ClubPreneur program.

Springmont's Marketing Director Andrea Horton teaches the steps needed to start a business, including identifying the need, researching the competition, determining pricing and generating buzz for the product or service.

Each student delivers a presentation outlining their business strategy. The concepts recently presented included a lemonade stand with distinctive flavors, a cleaning service, a workout video that allows viewers to earn coins to play a special video game, and custom-designed cases to accessorize your IPhone, IPad, IPodTouch or similar device.

MOSAIC Group Wins Guildmaster Award for Customer Service

MOSAIC Group Wins Guildmaster Award for Customer Service

Metro Atlanta-based MOSAIC Group [Architects and Remodelers] has been awarded a 2013 Guildmaster Award for exceptional customer service. The company is owned by William Fadul and Rick Goldstein. GuildQuality, an independent customer satisfaction surveying company, has powered the Guildmaster Award since 2005 to celebrate service excellence in the building, remodeling, contracting, and home services professions.

Over the past few months, GuildQuality reviewed numerous survey responses submitted by clients of Guildmaster candidates. In granting awards, GuildQuality considers two primary metrics for each candidate: the percentage of customers who would recommend and the percentage of customers who responded. MOSAIC Group achieved a recommendation rate of greater than 90 percent from their customers, who were surveyed through GuildQuality.

 

UHY Advisors Southeast adds Sam Aziz as manager

UHY Advisors Southeast adds Sam Aziz as manager

SANDY SPRINGS, Ga. -- UHY Advisors Southeast today announced the appointment of Sam Aziz as Manager.

Aziz will serve UHY Advisors clients nationwide and brings to the firm extensive control assessment and information security experience from his roles in public accounting, internal audit and information systems. Aziz reports to UHY Advisors’ Principal David Barton, who leads the firm’s Enterprise Risk Advisory Services practice in the southeast.

“With his control assessment background, certifications, an MBA, MS, and years of experience in information technology audit and systems, we are excited to have Sam Aziz join our UHY Advisors Southeast team,” said Barton.

Nationally, UHY Advisors is one of the top 20 professional services firms specializing in business consulting and tax services to public and private companies in the Fortune 1000 and middle market.

Ron Hart Named to Barron’s 2013 “Top 100 Financial Advisors”

Ron Hart Named to Barron’s 2013 “Top 100 Financial Advisors”

 

ATLANTA  – Morgan Stanley announced today that Ron Hart, a Managing Director, Wealth Advisor in the Firm’s Atlanta office, has been named to Barron’s annual list of America’s Top 100 Financial Advisors.

The “Barron’s Top 100 Financial Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management, revenue produced for the Firm and quality of service provided to clients. Investment performance is not an explicit criterion.

Local companies win national award

Local companies win national award
ATLANTA -- MRemodeling, along with team members MODA Floors & Interiors and Recentered Pieces, recently won a National Contractor of the Year Award (CotY) for Residential Interior Element. The award is sponsored annually by the National Association of the Remodeling Industry. An impartial panel of judges from within the industry and associated fields selected winners based on each entrant’s binder, which included “before and after” photography and project descriptions.

Four Metro Atlanta Caribou Coffee stores closing April 14

Four Metro Atlanta Caribou Coffee stores closing April 14

ATLANTA -- Coffee retailer Caribou Coffee said Monday they were closing four locations in metro Atlanta on April 14 as part of a larger set of store closings.

The company said it will close 80 locations nationally, and convert another 88 locations to Peet's Coffee locations, including the company's remaining nine stores in metro Atlanta.

The local stores that will be closing will be the locations on North Druid Hills Road, the Norcross store on Peachtree Parkway, and both Marietta locations -- on Powers Ferry Road and on Johnson Ferry Road.

The chain, America's second largest coffee chain behind Starbucks, was acquired in December 2012 by Joh. A. Benckiser, the German company which also recently acquired the West Coast coffee chain Peet's.