At The Pelora Group, we believe in recognizing and celebrating the dedication, expertise, and leadership of our advisors. The 2024 Annual Awards Celebration was an opportunity to honor the outstanding achievements of our team members who continue to set new standards in financial planning and wealth management. It was an unforgettable, masquerade-themed evening!
Honoring Our Top Performers
Advisor of the Year
Congratulations to Don Robbins, LUTCF, for being recognized as the firm’s foremost leader. His commitment to excellence and client success continues to inspire those around him.
New Advisor of the Year
This award highlights exceptional early-career performance. Chris Burke (Columbia, SC) was recognized as the top new advisor among those in their first four years with The Pelora Group.
Financial Planning Advisor of the Year
A huge congratulations to Ryan Platt, MBA, ChFC®, CHSNC®, CFBS® (Charlotte, NC) for demonstrating exceptional leadership in financial planning.
Financial Planner New Advisor of the Year
Alex Maldonado (Raleigh, NC) earned this recognition for his outstanding work in financial planning among advisors in their first four years.
Wealth Management Advisor of the Year
Shane Tenny, CFP® (Charlotte, NC) took home this prestigious award for his outstanding leadership in wealth management.
Wealth Management New Advisor of the Year
Will Koster, CFP® (Charlotte, NC) was honored for his impressive performance among new advisors.
Recognizing Outstanding Contributions
Professional Development Award
Dedicated to continuous learning, David Schoening, CFP®, earned this award for obtaining new designations and furthering his expertise.
TPG Ambassador Award
This award honors an advisor who embodies The Pelora Group’s core values, serves as a brand ambassador, and fosters a strong community within the firm. Congratulations to Hannah Butler, ChFC®.
Formal Team of the Year
The A Special Needs Plan team, including Ryan Platt, Andrew Spafford, Hampton Hodge, David Cove, Amber Licari, Daniel Snow, Margaret Gaffney, Kyra Wilson, and Michael Burns, was recognized for their excellence.
Elite Team of the Year
Congratulations to the Robbins Financial Group made up of Don Robbins, Adam Taff, Ned Jordan, and Bridget McDonald, for setting the standard in team performance.
Additional Recognitions
We also celebrated qualifiers in various categories, including the Top of the Council, Blue Chip Council, Wealth Management Conference, Leaders Conference, and Successful Achievers.* These advisors have consistently demonstrated excellence in their fields, making a significant impact in their clients lives.
A Commitment to Excellence
As we reflect on these outstanding achievements, we are reminded of the commitment, resilience, and dedication that define our team at The Pelora Group. Each award recipient exemplifies the core values of our firm—Balance, Growth, Authenticity, Conviction, and Stewardship.
We look forward to another year of success, innovation, and continued growth. Congratulations to all our award winners, and thank you for your hard work and dedication!
The Pelora Group
For those looking to build a rewarding career in financial planning with a firm that values growth and excellence, we invite you to learn more about The Pelora Group. Connect with us to explore opportunities and be part of a team that truly makes a difference.
Be sure to tag us in your posts from this evening! @ThePeloraGroup
All awards were presented by The Pelora Group to contracted financial professionals and staff for efforts and business placed during the calendar year 2024
*Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are registered representatives of MML Investors Services, LLC., a MassMutual subsidiary.
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