by zellusadmin | Feb 14, 2020 | Continuity Plans
Carol had to work through many things after her husband Robert passed away; however, making sure Robert’s financial planning practice was in order was not one of them. Robert was only 65 years old when he died only one month after receiving an unexpected diagnosis of...
by zellusadmin | Feb 14, 2020 | Succession Plans
When his third grandchild was born, Bill found himself wishing he had more free time. After 30 years in the financial services industry, his practice had almost 200 households and demanded a lot of his time. He loved being an advisor, but his new favorite job was...
by zellusadmin | Jan 6, 2020 | Community Involvement
HUNTSVILLE, Ala. — (Dec. 4, 2019) — The Association of Fundraising Professionals North Alabama Chapter has named Jay Dryden and Kelly Moise, of Vector Wealth Strategies, Philanthropists of the Year in recognition of National Philanthropy Day. Recognized annually on...
by zellusadmin | Jan 3, 2020 | Vector Stories
It was equal parts nostalgia and love for the great outdoors that led Tom Cromer and his friend, Roger Adams, to Mount Moran, a mountain in Grand Teton National Park in western Wyoming, during the summer of 2016. Tom, a semi-retired engineer, and his wife of 30 years,...
by zellusadmin | Aug 15, 2019 | Community, Community Impact Fund Recipients, Community Involvement
Vector is committed to serving our community through leadership development. We strive to build up the leaders of tomorrow and replace ourselves over time with the philanthropic funders of the future. In 2017 the Vector Community Scholars Fund was established to focus...
