We are thrilled to share that our Chief Operating Officer, Audrey Averill is stepping into the role of President of The Pelora Group! Her conviction in our partnership with financial advisors inspires us to show up as our best, authentic selves and serve our advisors and their clients with excellence. Our CEO Tim Flanagan Jr, CLU, ChFC, CFP, ChSNC, CFBS shares, “Audrey is the backbone of The Pelora Group and has played a significant role in improving our firm through our continued growth. I am so proud to see her in this expanded leadership role and know she will continue to do a stellar job leading our firm and team to future success.” Congratulations Audrey! Read the full press release here: https://lnkd.in/gZVBfibr
The Pelora Group
Financial Services
Charlotte, North Carolina 5,234 followers
Our purpose is to help you determine your unique vision and the direction that is right for you.
About us
The Pelora Group is a community of professionals that help advisors navigate successful futures for themselves, their families and their clients. We come alongside you, as your most valued business partner, and we are the source of everything you need to be impactful and relevant: services, technology tools and resources.
- Website
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http://www.thepeloragroup.com
External link for The Pelora Group
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Charlotte, North Carolina
- Type
- Privately Held
- Founded
- 1935
Locations
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Primary
4350 Congress St
Suite 300
Charlotte, North Carolina 28209, US
Employees at The Pelora Group
Updates
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What a fantastic evening in Winston-Salem at Cugino Fornos with TPG advisors and associates! We enjoyed crafting delicious pizza creations, learning about Italian history and culture, and enjoyed quality time together outside the office. Thanks to everyone who joined us for a fun and flavorful Italian night!
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We had an incredible time together at our Annual Advisor Accelerator held at The Ballantyne Hotel! A big thank you to our amazing guest speakers Jeffrey Levine, Lynne Hughes, Steve Cuss, and John Rugel, ALMI for sharing their insights on industry trends and inspiring us to achieve our goals for 2024. Cheers to the exciting journey ahead!
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Authenticity, Balance, Growth, Stewardship, and Conviction. These five core values drive us each day to make your experience at The Pelora Group a great one. #financialadvisor #financialprofessional #charlotte #supportedindependence CRN202704-6391194 Amanda Kramer
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Don't settle for being a number or cog in the greater machine. Work with a team that looks at you and your practice as a complete person. #financialadvisor #financialprofessional #charlotte #supportedindependence CRN202704-6391194
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The MassMutual Foundation awards $10,000 community service grant to Down Syndrome Association of Greater Charlotte in recognition and on behalf of Andrew Spafford, ChFC®, ChSNC™. As a special care planner, Andrew assembles complex individual strategies that coordinate all the financial, legal, government benefit, tax, and communication pieces involved in planning for families with special needs. However, his passion for this community has overflowed outside of his role with A Special Needs Plan, a group serving over 500 families across the United States. He currently serves as the board president of the Down Syndrome Association of Greater Charlotte (DSAGC), which proved to be an additional full-time job in 2023 as the association was without a director until Andrew was able to onboard one in June of last year. Working often 80 hours or more per month, Andrew not only kept the organization afloat, but thriving as he was focused on growing the organization and the board, while making sure the various organizational roles were matched to the right board members. As a result of Andrew’s tireless efforts, DSAGC realized a significant increase the amount of grants received, event sponsorships, and corporate and personal donations in 2023. Thanks to the MassMutual Foundation for the opportunity to support an amazing organization. And a warm congratulations to Andrew on receiving this well-deserved award. We’re inspired by how you live out your conviction in your community. Congratulations! #specialneedsplanning #CommunityServiceAward #Charlotte
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Congratulations to our 2024 Summer Pathway Interns! Throughout the program, these interns have explored all aspects of the financial services profession. From shadowing advisors in their practice to building plans and exploring holistic financial planning, we're excited to see where their journey takes them. Well done all!