As we transition into the New Year, we’d like to take a moment to reflect on all the wonderful things that took place here at The Main Street Group in 2014.
We had the privilege of welcoming three new LPL Financial Advisors to our team. Steve Prestyly is new to The Main Street Group, but has been affiliated with LPL Financial for over 14 years. You’ll find Steve in our Williamsburg, VA office.
Ashley Owens comes to us after 3+ years with Edward Jones, where she was successful in one of the toughest markets in Virginia. Ashley joins Bert Loflin in Lynchburg. We believe both of them will have great careers at The Main Street Group.
Bert Loflin, our LPL Financial advisor in Lynchburg, VA, has utilized our compliance and business oversight for the past three years. After witnessing the skills and diversity of our Main Street Group associates, Bert decided it was time to merge his practice into ours and to officially brand himself as The Main Street Group. Bert’s e-mail signature, window sticker, and business cards may look different, but you will find the same Bert you’ve known and loved continuing to service your everyday needs. The major difference Bert’s clients will see is the added group of specialists, financial products, and administrative assistance he will be able to bring to the table.
A New Look
Speaking of looking different, perhaps you’ve noticed we have a new look! We were thrilled to launch our new website and logo in 2014. With our former Main Street Station logo in mind, you will now see the tower stand alone in our fresh, modern look and contemporary design. We hope you like it!
Website guru, Huy Tran, and creative designers, Jason Bateman and Scott Highfill, took our ideas and the list of features we wanted to include and designed a new, informative, and ever-changing website. Crystal Puryear, our Marketing Director, makes changes to the website almost daily. Huy and Crystal have hooked the site to all of our social media outlets. After visiting themainstreetgroup.com, browse our Facebook, Twitter, and LinkedIn connections.
New Operational Associates
You may have also noticed some new faces around Main Street, as we have added three new members to our team of support staff. Please welcome Emily Reel, Jackie Schoenblatt, and Chelsea Delgado. Emily serves as assistant to Cathy Carlock in our Lexington office; Jackie serves as assistant to Mike Teegarden in our Richmond office; and Chelsea Delgado serves as assistant to our Chief Executive Officer, Steve Crawford, also in our Richmond office. These ladies bring a variety of background and experience to the group; we are excited to have them on board.
A New Level of Growth
We had our best year yet in terms of clients and assets under management. We added many new households, services, and products. Our blessings include a 49% growth in 2013 vs. 2012, and in 2014, a 16.7 % growth over 2013.
A New Leader
Last but certainly not least, our biggest and most exciting announcement of 2014… Longtime client and former Chief Operating Officer, Carol Beth Buchanan, was named President of The Main Street Group. Carol Beth has been running the day-to-day operations since she joined the firm as an employee in 2010. In her new role, Carol Beth will add more supervisory responsibilities, allowing Steve Crawford and the firm’s sixteen advisors to focus on research and client interaction. Carol Beth’s oversight will include long-term planning, marketing, compliance, and recruiting.
Wow, what a great year!
Thank you for trusting in The Main Street Group to take care of the needs of your family, and for helping us make 2014 an awesome year. We appreciate your business, friendship, and referrals. Here’s to a fantastic 2015!
-The Main Street Group