Bartholomew & Company Advisors Partner with
Habitat for Humanity for Day of Giving Back
Local Financial Advisors Chris Davies and Joshua Paul Attend Commonwealth Financial Network's
Financial Planning Conference
WORCESTER, MA (November 23, 2011) — Chris Davies, Vice President and Joshua Paul, Sr. Vice President, CFP®, AIF®, of Bartholomew & Company, Inc. in Worcester, Massachusetts, recently participated in a day of giving back at Habitat for Humanity Orlando, an organization committed to supporting families in need by building homes, strengthening neighborhoods, and improving communities. The initiative was sponsored by Bartholomew & Company's broker/dealer, Commonwealth Financial Network®, during its annual National Conference in Orlando, Florida, held November 3-6, 2011.
Davies and Paul, along with a peer group of 60 financial advisors and their guests, donated their time to assist Habitat for Humanity with this worthwhile project, which involved renovating a home for a local family.
While in Orlando, Davies and Paul also attended the 2011 National Conference hosted by Commonwealth, the nation's largest privately held independent broker/dealer. More than 850 financial advisors came together to learn from industry experts, network with peers, and examine the current market climate in an effort to provide continued leadership to investors.
About Bartholomew & Company, Inc.
Bartholomew & Company has been providing individuals and organizations with financial guidance since 1994. Located at 370 Main Street, Suite 1000, Worcester, MA 01608, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.bartandco.com.com. Securities and Advisory Services offered through Commonwealth Financial Network.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, and a registered investment adviser, is the nation's largest privately held independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. Commonwealth was ranked “Highest in Independent Advisor Satisfaction among Financial Investment Firms” by J.D. Power and Associates. The firm supports more than 1,400 independent registered representatives nationwide and makes available a comprehensive array of financial products and services. For more information, please visit www.commonwealth.com.
Commonwealth Financial Network received the highest numerical score in the independent advisor segment in the proprietary J.D. Power and Associates 2010 Financial Advisor Satisfaction StudySM. Study based on 2,863 total responses and measures overall financial advisor satisfaction among advisors registered with the Financial Industry Regulatory Authority (FINRA) investment firms. Proprietary study results are based on experiences and perceptions of financial advisors surveyed in February-June and July-August, 2010. Your experiences may vary. Visit jdpower.com.
