Financial Resources Group Investment Services is comprised of a dedicated team of professionals focused on growing investment services practices for more than 70 financial institutions and 450 independent advisors, nationwide. 

Finance

Financial Resources Group Investment Services

E. Bruce Miller

Raymond Miller

Heather Rossitto

Amani Sodhi

Jennifer Hallmark

Angela Boykin-Wiley

Tricia Hutchinson

Monica Farrell

J.J. Hudock

Chris Thompson

Christa Franse

Mark Stieve

Adam Rean Bohlen

MJ Mulligan

Gloria DuBose

Steve Lank

David Rich

The Consulting and Support Specialists team at Financial Resources Group Investment Services is dedicated to enhancing the operational efficiency and success of financial institutions and independent advisors. They provide tailored consulting solutions, training, and ongoing support to help advisors optimize their practices, navigate transitions, and improve client relationships, ensuring that partners have the resources they need to thrive in a competitive investment landscape.

Consulting and Support Specialists

Consulting and Business Development

Leadership Team

Consulting and Support Specialists

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Team members

Other teams at Financial Resources Group Investment Services

Consulting and Business Development

Leadership Team