Location: Greensboro, NC
Custodians: Schwab Advisor Services & TD Ameritrade Institutional
Top Executive: Patrick Rush, CEO
Triad Financial Advisors of Greensboro, NC is only 18 employees strong, but is unified in its commitment to philanthropy. Nearly half of its employees take advantage of the firm’s Volunteer Time Off policy, which offers 20 hours per year, and every employee participates in company organized philanthropic events and programs, totaling 250 completed volunteer hours last fiscal year.
Some of the most effective events offered by Triad Financial included the March for Dimes March for Babies walk, for which employees have won best t-shirt and most funds raised year over year, and Salvation Army projects where employees create hundreds of snack bags for the homeless. In addition to hands-on volunteer events, the firm sponsored dozens of events to support its local community. In total, Triad Financial Advisors donated over $103,000 last fiscal year