Joshua Paul Attends Exclusive Conference for Financial Advisors
Worcester, MA (June 1, 2017)—Joshua A. Paul, CFP®, AIF®, Sr. Vice President of Bartholomew & Company, in Worcester, Massachusetts, was invited to gather with a group of prominent financial advisors at Commonwealth Financial Network®’s Founder’s Club, held April 19–23, 2017, in Boca Raton, Florida. The Founder’s Club conference recognizes highly successful advisors, based on annual production* rankings among Commonwealth’s nationwide network of 1,710 financial advisors. Commonwealth is the nation’s largest privately held independent broker/dealer–RIA and the broker/dealer of choice for Bartholomew & Company.
A variety of business meetings and informative sessions spanned the four-day conference, where attendees gained compelling insights, best practices, and recommendations from industry leaders. Numerous networking sessions and opportunities for interacting with peers allowed like-minded advisors to connect and share ideas. Overall, the conference emphasized providing the highest level of service, value, and commitment to the participants’ clients.
“We were pleased to host Joshua at Founder’s Club, and we commend him for his continued commitment to strengthening the core of Bartholomew & Company,” said Wayne Bloom, CEO of Commonwealth. “By participating in this conference, Joshua pledges to evolve within his profession and remain dedicated to providing the exceptional independent financial guidance and education his clients depend on.”
While in Boca Raton, Mr. Paul took time to give back to the community. Partnering with Habitat for Humanity of South Palm Beach County to advance its mission of providing affordable housing to families in need, Commonwealth volunteers helped build two new homes for low-income families in the Boynton Beach, Florida, area.
About Bartholomew & Company
Bartholomew & Company has been providing individuals and organizations with financial guidance since 1994. Located at 370 Main Street, Suite 1000, Worcester, MA 01608, the advisors of Bartholomew & Company pride themselves on crafting unique strategies for each client. For more information, please visit www.bartandco.com. Securities and Advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports 1,710 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.
*As of December 31, 2016