Legacy Wealth Strategies Partners Receive Advanced Training at Harvard University
Raleigh-based Legacy Wealth Strategies (www.legacyws.com), announces today that firm partners Jack Hoile and Alex Bartol, CFP® have recently attended the AXA Advisors Institute Program, hosted on the Harvard University campus in Cambridge, Massachusetts. They are one of the select financial professionals nationwide to complete this wealth management curriculum.
The AXA Advisors Institute program provides financial professionals with a deeper understanding of asset allocation, wealth advisory strategies, portfolio management and the development of effective client relationships.
The educational curriculum was developed in partnership with faculty from Harvard University and Case Western Reserve. Sessions focused on the latest research and practices of experts from leading academic and financial communities including lectures from Harold Langlois, PhD, Kate Livingston, and Sam Thomas, Ph.D.
Session content included:
- How emergent theory affects creative risk management
- Understanding the conceptual underpinnings of asset allocation
- Exploring relevant aspects of the quantitative theory behind portfolio formation
- Understanding portfolio rebalancing as a technique to manage path risk
- Learning strategies for retaining and expanding client relationships
Hoile, a financial professional with AXA Advisors since 1999, has 12 years of industry experience and holds a Certificate in Retirement Planning from Wharton. In addition to serving as partner at Legacy Wealth Strategies, he was recently named a district manager for AXA Advisors in Raleigh. During his tenure, Hoile has earned numerous accolades with the company, including its Centurion, Circle of Excellence and Hallmark I awards.
Bartol has served in the financial industry since 1988 and has been with Legacy Wealth Strategies since 2004. He assists clients with financial planning, asset allocation and investment services.
Financial services available to individuals and business owners through AXA Advisors, LLC include: strategies and products for financial protection and investments; asset allocation, college, retirement, business and estate planning strategies; life insurance, annuity and investment products, including mutual funds. Securities products are offered through AXA Advisors, LLC, NY, NY, member FINRA, SIPC, 10104 (212) 554‐1234. Insurance and annuity products are available through an affiliate, AXA Network, LLC and its subsidiaries. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planners Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
About Legacy Wealth Strategies:
Legacy Wealth Strategies focuses on financial planning and wealth management strategies, business succession planning and risk management services. Formed in 2004, the firm provides forward-thinking and cost-effective financial strategies to its clients, helping them toward reaching their financial goals and achieving financial independence. Associates of Legacy Wealth Strategies offer securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. Legacy Wealth Strategies is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.
Legacy Wealth Strategies and the AXA Advisors Raleigh office are located at 3201 Beechleaf Court, Suite 450, Raleigh, NC 27604. Financial services available to individuals and business owners through AXA Advisors, LLC include: strategies and products for financial protection and investments; asset allocation, college, retirement, business and estate planning strategies; life insurance, annuity and investment products. Visit www.legacyws.com or call 919.341.1639 for more information.
About AXA Equitable:
In business since 1859, AXA Equitable Life Insurance Company (NY, NY) is a leading financial protection company and one of the nation’s premier providers of life insurance, annuity and financial products and services. The company’s products and services are distributed to individuals and business owners through its retail distribution channel, AXA Advisors, LLC (member FINRA, SIPC) and to the financial services market through its wholesale distribution channel, AXA Distributors, LLC. Find AXA Equitable on Facebook and Twitter or visit the company’s multi-media newsroom The Source @ AXA Equitable.
AXA Equitable, a subsidiary of AXA Financial, Inc., is part of the global AXA Group, a worldwide leader in financial protection strategies and wealth management. “AXA Group” refers to AXA, a French holding company for an international group of insurance and financial services companies together with its direct and indirect consolidated subsidiaries. For more information, visit www.axa-equitable.com.
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GE 80182 (8/12)(Exp 8/14)