PFS visits the NYSE

Michael Babyak Jr. II and Matthew LaFevre were invited to visit the New York Stock Exchange on March 7 where Michael participated in the Opening Bell celebrating Goldman Sachs’ and Motif’s ETF launch!

 

 

 

 

Bruce D. Jones Honored at the Boy Scouts of America 23rd Annual Morris Lifetime Achievement Awards Dinner

(April 2018) Boy Scouts of America, Patriots’ Path Council will be honoring local community members at the Boy Scouts of America 23rd Annual Morris County Lifetime Achievement Awards Dinner to be held on the evening of Thursday, April 19th at The Hanover Marriott in Whippany at 6:30 pm.

The event recognizes outstanding citizens for their community service, as evidenced by their leadership and interests within the Morris County community, and for their embodiment of the values of the century old Scout Oath and Law in their personal and professional lives. The event chair and master of ceremonies is Paul Boudreau, President, Morris County Chamber of Commerce.

Bruce D. Jones is the President of the Morristown Stake of The Church of Jesus Christ of Latter-Day Saints, serving over 2,500 members in northern, New Jersey. In the LDS church, he has served in many positions, including youth Sunday school teacher, Scoutmaster, Bishop’s counselor, president of priesthood quorums, and early-morning seminary teacher for high school students. From 2004 to 2006, Bruce and his wife, Jennifer took a sabbatical from the business to volunteer as missionaries. Bruce is the estate and insurance specialist at Precision Financial Services and the President of BJ Associates, an insurance agency founded in 1984. He serves as a member of the President’s Council of the Boy Scouts of America, Patriots’ Path Council.

Morris County is a part of the Patriots’ Path Council, Boy Scouts of America which serves 16,500 youth in over 400 Scouting units in communities like ours throughout Morris, Middlesex, Somerset, Sussex, and Union Counties.

Exclusive Two Day Conference Brings Together the Nation’s Top Advisory Team Leaders

Las Vegas, Nevada (February 2018) – Michael Babyak Jr. II, David Vollmer and Susan Walker attended Barron’s Top Advisory Team Summit, hosted by Barron’s magazine at the Aria Resort in Las Vegas, Nevada. The conference explored leadership within the wealth management industry as well as the latest trends and innovations.

Among the invitation-only guests were top industry experts, Financial Advisors and Investment Strategists in the nation.

This year’s conference was designed to bring together the best minds in the wealth management industry to collaborate on leadership practices, technology and business strategies for an ever-changing market. Attendees also participated in workshops focused on financial planning and investment strategies.
When asked about their experience from the conference Michael and David said “Events like this allow us to hear what is on the minds of our peers and industry leaders. This conference has reaffirmed the significant investments we have made in our team and in new technology that we believe will continue to add value for our clients.”

 

For more information about Barron’s conferences, please visit www.barrons.com

Participating firms included: Wells Fargo Advisors, Merrill Lynch Wealth Management, UBS Financial Services, UBS Private Wealth Management, Vanguard, Morgan Stanley Private Wealth Management, State Street Global Advisors, Ameriprise, American Funds, Invesco and Deutsche Asset Management.

Certified 401(k) Professional Designation has been Awarded to Ethan W. Kraft

November 2017 – The Retirement Advisor University is pleased to announce that Ethan W. Kraft is now credentialed as a Certified 401(k) Professional – and holds the C(k)P® Designation, which represents a distinguished achievement for the professional Retirement Plan Advisor.

The C(k)P® or Certified 401(k) Professional Designation is administered by The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education.
The C(k)P® Designation distinguishes financial professionals who have demonstrated the knowledge and experience-level to favorably impact the outcome of corporate retirement plans. Ethan W. Kraft is now authorized to use the C(k)P® Designation certification mark.

The C(k)P® Standards & Certification Committee establishes the standards for the Certified 401(k) Professional Designation. Holders of the C(k)P® Designation are expected to maintain a high degree of knowledge and ability in the following areas:
• Technical Competence
• Optimizing Plan Outcomes
• Business Management

To earn the right to use the C(k)P® Designation requires more than an academic aptitude. A financial professional is expected to demonstrate a real world application of the core competencies taught in the classroom.

Envestnet | Tamarac Wins for Best Client Portal at the 2017 Wealth Management Industry Awards

October 2017 – Envestnet | Tamarac Wins for Best Client Portal at the 2017 Wealth Management Industry Awards.  Client portal receives top honors for delivering an engaging online experience that empowers advisors and clients.  Read more.

Michael Babyak Jr. II Appointed to The Board of Fellows at Norwich University

October 2017 Michael Babyak, Jr. II has been named to the Board of Fellows for his Alma Mater, Norwich University.  Norwich is a private university located in Northfield, Vermont and has the honor of being the oldest private military college in the United States.

The Board of Fellows has been active and instrumental to the growth of the University since 1975.  The organization has a nomination process and is comprised of alumni and friends of Norwich University who are committed to the enrichment of its academic programs.

Michael Babyak Jr. 1937-2015

September 2015 – It comes with great sadness that we announce the passing of our founder, Michael Babyak Jr.

On Friday, September 4th, 2015, Mike lost his battle with cancer. He passed peacefully in his home, surrounded by his family.

Services will be held at Davis and Hepplewhite Funeral Home, in Succasunna, New Jersey.
Viewings will be held Monday September 7th and Tuesday September 8th, 1:00PM to 4:00PM and 7:00PM to 9:00 PM

Funeral Services will be at Resurrection Parish in Randolph, New Jersey on Wednesday, September 9th at 10:00AM

Throughout his lifetime Mike touched many lives; devoting himself to his family, friends and clients. We hope you can join us in celebrating the life of our founder.