In the Community
Highpoint Advisors is happy to sponsor and participate in many community events throughout East Syracuse, NY and the surrounding areas. Look through some of our recent events below. We hope to see you at our next local event!
PAG Conference 2019
The advisors spent the first half of last week at Private Advisor Group's Annual Conference. The multi-day conference is part of PAG's mission to assist successful advisors in delivering exceptional financial services to their clients. This year's conference covered a myriad of things including new technology to streamline processes, insights into how legislation will affect investors, and brainstorming sessions to improve client services. Standout sessions from this year's conference included:
- A presentation by LPL’s Chief Investment Officer, John Lynch
- Plan for Their Financial Future: Help Clients Prepare for Long-Term Care Expenses
- Disruption: A Blessing or a Curse?
- Municipal Market Outlook and Tax Reform Update
- Help Clients Build Wealth at Their Workplace
Go Red! | Heart Walk 2019
On Saturday, March 23rd, 2019, the team at HighPoint Advisors, LLC supported the American Heart Association by participating in the Syracuse Heart Walk. We gathered inside OCC's SRC Arena with almost 3,000 supporters and survivors to celebrate a healthy lifestyle and raise money to help scientists discovery lifesaving breakthroughs. Even though it was a freezing, windy morning, the HighPoint team was proud to join Pat in supporting the Heart Association's important work. The American Heart Association is the nation’s oldest and largest voluntary organization dedicated to fighting heart disease and stroke. A shared focus on cardiovascular health unites its more than 33 million volunteers and supporters as well as more than 3,400 employees. Heart disease is still the No. 1 killer worldwide, and stroke ranks second globally. Even when those conditions don’t result in death, they cause disability and diminish quality of life. As of the date of the walk the total amount raised by all teams was over $600,000 – and fundraising is still open for another couple weeks. If you would like to support the American Heart Association and read Pat's story, click here. We would like to thank our clients, friends, families, corporate partners, and our team in their effort toward reaching this fundraising amount. We look forward to participating in this event again next year!
Winter Food Drive
HighPoint Advisors, LLC was proud to once again support the Food Bank of Central New York by hosting a Winter Food Drive. From December 3rd to January 24th, we placed donation bins in our office and the lower lobby of our building to collect non-perishable food items for those in need. Staff, clients, and neighbors all contributed. We collected over 89 lbs of food - breaking our donation record for the 3rd year in a row! This donation will help make a difference in the lives of the hungry through Central and Northern New York. If you couldn't make it to our office but would still like to support the Food Bank, please visit their website for ways to support their mission. We thank all those who have donated and look forward to helping out again next year. ...
HighPoint Advisors is growing!
October 29th, 2018 We are happy to announce that Chelsea Schepp has joined the team as our new Administrative Coordinator. In this role, she will be the first point of contact in the office. She'll be helping to process paperwork, make reminder calls, and generally keep the office running smoothly. She brings a positive, professional presence to the office. Chelsea's hiring means that more Get to know Chelsea! Read her full bio. Chelsea's joining the team not as a replacement, but in a newly created position! Sarah, who has been at the desk as our Office Manager for the past year and a half, will be working in an expanded role in one of the HighPoint offices. So if you miss her at the desk, be sure to pop in and say hi! ...
Introducing: Joe Viviano
September 15, 2018 We are happy to announce that the HighPoint Advisors family is growing! Joseph Viviano has joined the HighPoint team as a financial advisor. He brings 8 years of experience in the financial services industry, a commitment to the Syracuse community, and a great new energy to the office. We expect great things from him. Over the next few months, Joe, AJ, and Sarah will be working hard to move over his book of business and get him integrated with everything HighPoint and LPL has to offer. Be sure to say hi when you're in for your account reviews! Click here to read his full bio. ...
This year, all three of our advisors attended the “LPL Financial Focus” Conference in Boston. Many of you may think, “Ahh, you’re calling your vacation a conference now. I get it!” While that may be true for many advisors, I assure you it is not true of our firm. We speak with other advisors, LPL Financial home office staff and executives, technology partners, and market researchers with the goal of analyzing how we run our business to provide better service to you. We are excited about these enhancements and excited about our partnership with LPL Financial. A few highlights of what we learned: 1. Mobile App – LPL is working on a Mobile app that will allow to quickly and easily access your accounts, documents, and goals from the palm of your hand. While this is available via AccountView now, it is more cumbersome than it should be and LPL is making progress to change that. We did a demo of the application, and it looks fantastic. It is currently in a pilot testing phase, and we expect it to be available in the first half of 2019! 2. AccountView – While we don’t dislike it as much as many others do, it could use a refresh, and a refresh is what it is getting. The new Accountview online web portal will be more intuitive and modern, using the same playbook that is being used to create the mobile app. Accountview should also be rolled out in the first half of 2019. 3. Move Money – LPL is enhancing the system for moving money. Currently, we need a voided check to set up distributions from your LPL account back to your bank. However, there is one problem with that…many of you do not use checks anymore. Over the coming weeks, we will no longer require a voided check to set up the ACH electronic funds transfer to your bank! 4. Experience – LPL Financial’s commitment this year has been “Making it easier to do business with us.” They have rolled out hundreds of updates this year designed to make it easier for our clients to do business with us. Some small and some large, but all of them (like the ones mentioned above) are designed to improve your experience and “Easier to do business with us!” There were many other conversations we had, and we will use those to evaluate our practice with the goal of delivering an excellent client service experience. Thank you for the trust and confidence you place in us.
A Night at the Ballpark 2018
Nourishing Tomorrow’s Leaders
Over the past several months, Managing Director AJ devoted his Wednesday nights to Nourishing Tomorrow's Leaders, a non-profit board training program run by The Gifford Foundation in Syracuse. The program's mission is to increase overall board diversity, "deepen the pool of trained board members, and inspire potential leaders" in Central New York. The workshops provide an overview of how board members add value, how to make the connection between your passion and area nonprofits, what it means to be a nonprofit and more. Topics include organizational lifecycles, group dynamics, networking and conflict resolution. Serving the community has always been important to AJ. Under his leadership, the team volunteers as a group on a regular basis, and HighPoint supports the philanthropic efforts of its individual employees throughout the year. With the expertise he's gained and network he's built as a graduate of the NTL program, AJ is excited to take on some philanthropic projects of his own. ...