SFA Partners
Virginia Fiveash possesses extensive experience in the financial services industry, particularly in account management and compliance roles. Currently serving as a Transition Manager at The Strategic Financial Alliance since January 2015, Virginia has previously held key positions such as Compliance/Securities Principal at Resource Horizons Group and Registered Sales Associate at Citi Smith Barney, where responsibilities included overseeing investment accounts and managing 401K plans. Additional experience includes roles at Raymond James Financial Services as Branch Operations Manager, Bank of America Investment Services focusing on high-net-worth clients, and several positions that emphasized account administration and liaison work in various financial firms. Virginia holds a BFA in Speech and Organizational Communications, Marketing, Advertising, Media, and Public Relations from Valdosta State College.
SFA Partners
SFA Partners provides shared services to a family of companies – The Strategic Financial Alliance (SFA), Strategic Blueprint and SFA Insurance Services – with a shared passion for helping independent advisors succeed. We are a full-service partner, regardless of your business model or affiliation preferences. And we’re here to empower independent financial advisors with the supportive environment, tools and expertise they need, with no cookie-cutter solutions. And, as a member of our SFA Partners advisor community, you’ll never feel alone. Strategic Blueprint, our corporate RIA, serves the independent financial advisor who wants to run a primarily fee- and planning-based business on their terms, but who also wants a frictionless, turnkey service experience. Strategic Blueprint advisors retain their brand, their data and their equity. And for those who want to maintain registration with a broker-dealer for commission-based services, there is an opportunity to affiliate with sister-firm, SFA. Both leverage SFA Partners’ due diligence expertise resulting in a varied and deep platform of investment solutions, including a wide array of alternative investments to help advisors creatively guide their clients in achieving their financial objectives. For more information on Strategic Blueprint, please visit our website https://www.strategicblueprint.net/ or contact us at info@strategicblueprint.net or (678) 954-4000. And for more information The Strategic Financial Alliance (SFA) or SFA Insurance Services, please visit our website https://www.thesfa.net/ or contact us at joinus@thesfa.net or (678) 954-4000.