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Showing posts with label financial advisor. Show all posts
Showing posts with label financial advisor. Show all posts
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Advice from Hollis Lamon to Advisers on How to Grow Retirement Plan Business
PLANADVISER asks Hollis Lamon, President of Atlanta's Lamon & Stern, what he views to be the greatest opportunity for retirement plan advisers currently. He says it’s not only helping people understand the ins and outs of how a 401(k) works and its benefits, but also things like how much to contribute to take advantage of the employer match and other features. There are also other specifics such as what to do if a participant changes employers. Many choose to roll into an individual retirement account (IRA), but that may not always be the best option, since there may be a loan feature available if the participant moves into the new 401(k). This all needs to be explained better to participants.
"When we started working with retirement plan participants, we quickly realized that there was a tremendous need for advisers who actually spend time with both plan sponsors and participants," says Lamon.
Hollis focuses on the fact that there’s a lot of work that goes into working with both plan sponsors and the participants, making sure everyone is doing everything correctly. He suggests that advisers should be proactive with their plan sponsors to make sure that they look out for their needs. He also recommends that younger people getting started in the business should partner with experienced advisers.
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READ MORE>> PlanAdviserDigital.com: Customized Support
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>> Find Hollis Lamon on LinkedIn
>> Visit Lamon & Stern Website
>> Products and Services
"When we started working with retirement plan participants, we quickly realized that there was a tremendous need for advisers who actually spend time with both plan sponsors and participants," says Lamon.
Hollis focuses on the fact that there’s a lot of work that goes into working with both plan sponsors and the participants, making sure everyone is doing everything correctly. He suggests that advisers should be proactive with their plan sponsors to make sure that they look out for their needs. He also recommends that younger people getting started in the business should partner with experienced advisers.
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READ MORE>> PlanAdviserDigital.com: Customized Support
-------------------------
>> Find Hollis Lamon on LinkedIn
>> Visit Lamon & Stern Website
>> Products and Services
Michelle Farmer - Lamon & Stern Investment Management Team
Michelle Farmer
Financial Principal at Lamon & Stern, Inc.
Atlanta, Georgia
(Greater Atlanta Area)
Investment Management
Michelle Farmer has been with Lamon and Stern or an affiliate for 23 years. She is a graduate of Kennesaw State University with a B.S. degree. Ms. Farmer is currently the financial principal at Lamon and Stern and holds the following securities licenses: Series 7, 27, 28 and 63. She is in charge of all financial aspects of the broker dealer. The Series 27 makes Ms. Farmer one of the few financial and operations (principals) of a $250,000 broker dealer in the Southeast. She has the responsibility of dealing with other financial principals at Lamon and Stern’s correspondent broker dealer networks. This allows Lamon and Stern the ability to handle a variety of financial options their clients may require.
She is an Atlanta native and has one daughter. She is the pianist at Austell Christian Church where she has been a member for many years.
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LAMON AND STERN
We are a well known and accredited investment fiduciary with years of experience in the field of corporate retirement advisement and 401k planning, we provide qualified 401k fee comparisons for companies that are shopping around for the best rates.
PARTNERS
- Great West
- Iron Financial
- Principal
- Hartford
- Aspire
- Matrix
- Pension Financial Resources
- Thornburg Investment Management
- CLS Investments
- Nationwide Financial
- Nationwide On Your Side Retirement Planner
Friday
Michael J. Stern - Lamon & Stern Investment Management Team
Michael Stern
Vice President at Lamon & Stern, Inc.
Atlanta, Georgia
(Greater Atlanta Area)
Investment Management
Michael J. Stern joined Hollis M. Lamon in 1991 to form Lamon and Stern. Mr. Stern graduated with honors from Tulane University with a BA in 1974. He has the series 7, 24 and 63 securities licenses and oversees the correspondent brokerage relationships and all compliance and regulatory issues for the broker dealer. He has been and continues to be an arbitrator for FINRA, the Financial Industry Regulatory Authority. Mr. Stern is an industry arbitrator and serves on both customer and industry related dispute panels. He has acted as sole arbitrator on smaller disputes.
Mr. Stern handles soft dollars and in compliance issues set forth by the SEC and FINRA. He works with hedge funds and money managers to assist them in this arena. Mr. Stern also is a guest lecturer on "Being an Entrepreneur" at the University of Georgia in Athens.
Mr. Stern is also Vice President of Strategic Advisors, an affiliate registered investment advisor firm with Lamon and Stern.
He has been married to Merrill for 30 years and has twin daughters, Jenny and Lisa.
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LAMON AND STERN
We are a well known and accredited investment fiduciary with years of experience in the field of corporate retirement advisement and 401k planning, we provide qualified 401k fee comparisons for companies that are shopping around for the best rates.
PARTNERS
- Great West
- Iron Financial
- Principal
- Hartford
- Aspire
- Matrix
- Pension Financial Resources
- Thornburg Investment Management
- CLS Investments
- Nationwide Financial
- Nationwide On Your Side Retirement Planner
Thursday
Hollis M. Lamon - Lamon & Stern Investment Management Team
Hollis Lamon
President at Lamon & Stern, Inc.
Atlanta, Georgia
(Greater Atlanta Area)
Investment Management
Hollis M. Lamon, AIF is the President of Lamon and Stern, a broker dealer based in Atlanta, Georgia specializing in institutional trading and execution for a variety of investment professionals. Lamon and Stern was founded in 1979. Lamon and Stern is one of the largest investment advisors to private companies’s throughout the Southeast and tailors different programs to meet the needs of their specific clients. They are aided greatly by their ability to utilize an open architecture program. Lamon and Stern works hand in hand with third party marketers and administrative firms. Mr. Lamon is a registered municipal principal, a registered options principal and a registered investment advisor.
Mr. Lamon is also President of Strategic Advisors, Inc., a registered investment advisor firm. He specializes in working with companies and their employees assisting them in preserving capital, increasing their income and advising them on investments to minimize risk. Hollis graduated from Mercer University with an emphasis in political science which led him to work as a tax aide for Senator Sam Nunn in Washington after graduating.
Hollis has been awarded the Accredited Investment Fiduciary Designation from the Center for Fiduciary Studies. The AIF designation responsibility signifies training in fiduciary responsibility. The course is followed by a rigorous examination. The center is associated with the Cap Center for Capital executive education program at the Joseph M. Katz graduate school. It teaches fiduciary standards of care and investment practices designed for trustees and investment professionals. He also maintains the Plan Sponsor Retirement Professional designation.
Hollis is involved in a multitude of civic endeavors including a new Atlanta Young Life initiative to aid students enrolled at inner city schools.
Mr. Lamon is a frequent speaker at employee benefits and estate planning seminars throughout the country and has served as a panel member at various pension conferences. Mr. Lamon is married to the former Jane Threlkeld of Atlanta, Georgia and has two sons, Hunter and Austin.
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LAMON AND STERN
We are a well known and accredited investment fiduciary with years of experience in the field of corporate retirement advisement and 401k planning, we provide qualified 401k fee comparisons for companies that are shopping around for the best rates.
PARTNERS
Because of our stellar reputation in the field of financial forecasting Lamon and Stern has amassed an impressive list of partners, which include:
- Great West
- Iron Financial
- Principal
- Hartford
- Aspire
- Matrix
- Pension Financial Resources
- Thornburg Investment Management
- CLS Investments
- Nationwide Financial
- Nationwide On Your Side Retirement Planner
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