FSI Honors Investor, Industry Advocates

The Financial Services Institute is recognizing a select group of members, including SFA Partners’ Julie Sullivan and Stephanie Schiele, for their efforts to advance the interests of investors and the independent financial services industry.

FSI says it tapped 20 individuals for its newly formed Advocacy Circle of Excellence via “a robust process that examines members’ engagement and contributions to [our] advocacy mission and commitment to the industry.”..click here to read more.

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SFA Partners is a family of companies focused exclusively on empowering independent financial advisors. SFA Partners includes The Strategic Financial Alliance (SFA), member FINRA/SIPC, a broker-dealer and investment adviser; Strategic Blueprint, a registered investment adviser; and SFA Insurance Services. Our wide breadth of services enables us to support a variety of advisor business models. Parent company, SFA Holdings, Inc. is owned by advisors, employees, and individual investors.