Twice a year, the Connors Wealth Advisory Board meets to discuss how to enhance the client experience and future goals for the team. During the Summer 2016 Advisory Board meeting, three new team members were introduced to the board: Frank Bucciero (our new Associate Wealth Advisor), Pablo Cuervo (Investment Research Associate), and April Vivino (Investment Research Associate).
Following the Advisory Board meeting, the team gathered the board's feedback. All Advisory Board participants and significant others were invited to Casa de Connors to enjoy some refreshments, a live jazz band and hear Justin review the conclusion from the meeting.
Since the Advisory Board meeting was so close to the Fourth of July, the Connors girls gave out holiday inspired raffle prizes to conclude the big day.