Cambridge Names SmartPro Financial to 2024 Circle of Excellence
Achievement recognized at annual conference in June
Sarasota, FL– June, 2024 – SmartPro Financial has been named to the 2024 Circle of Excellence, the highest level of achievement recognized by their financial solutions firm, Cambridge Investment Research, Inc. (Cambridge). This recognition is granted to financial professionals who have displayed strong leadership in their field as well as a commitment to upholding Cambridge’s core values of integrity, commitment, flexibility, and kindness while providing exemplary service to their clients.
Cambridge’s Circle of Excellence qualification is earned by financial professionals who demonstrate their commitment to serving the needs of their clients, while maintaining an independent, service-driven mindset. Introduced in 2023, the Circle of Excellence distinction provides opportunities for financial professionals to meet other leaders in their field, gain exposure to new perspectives, and continue to hone their skills and talents.
Qualifiers are gathering in Vancouver, British Columbia in June and will be joined by members of Cambridge’s senior leadership team. The multi-day event includes networking sessions, inspiring speakers, and exclusive educational opportunities while providing an opportunity to learn from industry leaders, discuss developments in the financial services space, and meet other independent financial professionals who demonstrate a commitment to service. Honorees will engage in community-building activities, share experiences, foster connections, review the latest trends, and return to their practices with an ignited passion for serving their clients at the highest level.
“We are honored to have SmartPro Financial as a Circle of Excellence qualifier,” said Cambridge President of Growth and Development Jeff Vivacqua. “Culture and success go hand in hand, and at Cambridge, we strive to provide a culture dedicated to service. SmartPro Financial has demonstrated their commitment to our core values and a true passion for serving their clients. We aim to offer opportunities for our independent financial professionals to share different perspectives and collaborate with colleagues and peers to grow their leadership in the industry.”
About SmartPro Financial:
SmartPro is one of the largest groups of Ramsey SmartVestor Pros in the country, helping families create and implement financial plans for 20+ years and serves all regions of the United States. SmartPro seeks to educate and empower individuals, families and businesses to develop long term financial balance, security and growth. SmartPro creates a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for.
About Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
Contact: SmartPro Financial at (888) 930-6593 and visit the website https://www.smartprofinancial.com/ for more information.
The 2024 Cambridge Circle of Excellence award is based on personal and/or office production benchmarks established by Cambridge. This award is not based on investment performance or indicative of client experience.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. SmartPro Financial and Cambridge are not affiliated. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and SmartPro Financial are not affiliated. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of. Post pertaining to SmartPro Financial, do not relate to securities or advisory services, and are not affiliated with Cambridge. Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer’s comments may not be representative of any other person’s experience and is no guarantee of future performance or success.
