News

Invest in Others Awards Six Grants As Part Of Its Inaugural Grants For Change Program
Initiative Provides More than $125,000 to Diverse Programs in Underserved Communities ANDOVER, Mass. – Dec. 14, 2020 –The Invest in
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Stocks in the Future: Grants for Change Winner
Stocks in the Future $25,000 towards expanding its financial literacy curriculum Grant Secured by Amir Reda | T. Rowe Price
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Rho Education Foundation: Grants for Change Winner
Rho Education Foundation $10,000 towards Financial Literacy Enhancement Initiative Grant Secured by Thomas Watkins | Lincoln Investment Why did you
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Rainbow Village: Grants for Change Winner
Rainbow Village $25,000 towards Paving Paths from Homelessness Program Grant Secured by Scott Phelan | Morgan Stanley Why did you
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Literacy Institute for Financial Enrichment: Grants for Change Winner
Literacy Institute for Financial Enrichment $25,000 towards Youth Save & Invest for the Future Program Grant Secured by Lanta Evans-Motte
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Catch the Next: Grants for Change Winner
Catch the Next, Inc. $25,000 towards Ascender Program Grant Secured by Lillian Gray | Bank of America Why did you
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ARISE2Read: 2020 Grants for Change Winner
ARISE2Read $15,720 towards "Books for Keeps" Program Grant Secured by Keri Gage | UBS Financial Services Why did you become
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Duane Chaney
2020 Community Service Award Winner Lee Health Foundation Arch Capital Advisory Group of Raymond James The Lee Health Foundation raises
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Lisa Policare
2020 Community Service Award Finalist Lenape Valley Foundation Penn Wealth Planning LPL Financial Lenape Valley Foundation works with members of
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Lynette Atchley
2020 Catalyst Award Winner Rebirth Homes CPA Financial Advisors, Inc. Cetera Financial Specialists Rebirth Homes provides homes for survivors of
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Seth Coren
2020 Catalyst Award Finalist Peter Stuyvesant Little League, Inc. Morgan Stanley Private Wealth Management The Peter Stuyvesant Little League (PSLL)
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Matt Pisani
2020 Catalyst Award Finalist Clean Slate Living Lincoln Investment Clean Slate Living is a New York-based nonprofit whose mission is
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David Tornetto
2020 Community Service Award Finalist Ronald McDonald House Charities of St. Louis Nexstep Financial Group, LLC Equitable Ronald McDonald House
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Frederick P. Baerenz
2020 Global Impact Award Finalist David’s Hope International AOG Wealth Management Charles Schwab & TD Ameritrade Institutional David’s Hope International
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Gerard Duphiney
2020 Global Impact Award Finalist Mission Madera Duphiney Financial Network LPL Financial Mission Madera strives to put faith into action
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Michael J. Martin
2020 Global Impact Award Winner Be Like Brit ELM Wealth Management at Raymond James Be Like Brit serves the children
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Scott Cohen
2020 Volunteer of the Year Award Finalist Camp Ronald McDonald for Good Times Northwestern Mutual Camp Ronald McDonald for Good
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Maureen Kerrigan
2020 Volunteer of the Year Award Finalist Star Kids Scholarship Program RBC Wealth Management – U.S. Star Kids Scholarship Program
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Brian Robinson
2020 Volunteer of the Year Award Winner The Florida Dream Center, Inc. UBS Financial Services, Inc. The Florida Dream Center
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Tracye Caughell
2020 Lifetime Achievement Award Finalist Children’s Musical Theatre of Bartlesville, Inc. Caughell Rodgers Investments Commonwealth Financial Network The Children’s Musical
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Lynn L. Chen-Zhang
2020 Lifetime Achievement Award Winner Western Michigan University Foundation Zhang Financial Charles Schwab, LPL Financial & TD Ameritrade Institutional Western
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Carson Group
Employees: 176 Location: Omaha, NE Broker-Dealer: Cetera Advisor Networks Custodian: TD Ameritrade Institutional Top Executive: Ron Carson, CEO and FounderCarson
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Brighton Jones
Employees: 170 Location: Seattle, WA Broker-Dealer: N/A Custodian: Fidelity Clearing & Custody Solutions Top Executive: Jon Jones, CEOBrighton Jones of
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Invest in Others Awards Six Grants As Part Of Its Inaugural Grants For Change Program
Initiative Provides More than $125,000 to Diverse Programs in Underserved Communities ANDOVER, Mass. – Dec. 14, 2020 –The Invest in
Read More
Read More

Stocks in the Future: Grants for Change Winner
Stocks in the Future $25,000 towards expanding its financial literacy curriculum Grant Secured by Amir Reda | T. Rowe Price
Read More
Read More

Rho Education Foundation: Grants for Change Winner
Rho Education Foundation $10,000 towards Financial Literacy Enhancement Initiative Grant Secured by Thomas Watkins | Lincoln Investment Why did you
Read More
Read More

Rainbow Village: Grants for Change Winner
Rainbow Village $25,000 towards Paving Paths from Homelessness Program Grant Secured by Scott Phelan | Morgan Stanley Why did you
Read More
Read More

Literacy Institute for Financial Enrichment: Grants for Change Winner
Literacy Institute for Financial Enrichment $25,000 towards Youth Save & Invest for the Future Program Grant Secured by Lanta Evans-Motte
Read More
Read More

Catch the Next: Grants for Change Winner
Catch the Next, Inc. $25,000 towards Ascender Program Grant Secured by Lillian Gray | Bank of America Why did you
Read More
Read More

ARISE2Read: 2020 Grants for Change Winner
ARISE2Read $15,720 towards "Books for Keeps" Program Grant Secured by Keri Gage | UBS Financial Services Why did you become
Read More
Read More

Duane Chaney
2020 Community Service Award Winner Lee Health Foundation Arch Capital Advisory Group of Raymond James The Lee Health Foundation raises
Read More
Read More

Lisa Policare
2020 Community Service Award Finalist Lenape Valley Foundation Penn Wealth Planning LPL Financial Lenape Valley Foundation works with members of
Read More
Read More

Lynette Atchley
2020 Catalyst Award Winner Rebirth Homes CPA Financial Advisors, Inc. Cetera Financial Specialists Rebirth Homes provides homes for survivors of
Read More
Read More

Seth Coren
2020 Catalyst Award Finalist Peter Stuyvesant Little League, Inc. Morgan Stanley Private Wealth Management The Peter Stuyvesant Little League (PSLL)
Read More
Read More

Matt Pisani
2020 Catalyst Award Finalist Clean Slate Living Lincoln Investment Clean Slate Living is a New York-based nonprofit whose mission is
Read More
Read More

David Tornetto
2020 Community Service Award Finalist Ronald McDonald House Charities of St. Louis Nexstep Financial Group, LLC Equitable Ronald McDonald House
Read More
Read More

Frederick P. Baerenz
2020 Global Impact Award Finalist David’s Hope International AOG Wealth Management Charles Schwab & TD Ameritrade Institutional David’s Hope International
Read More
Read More

Gerard Duphiney
2020 Global Impact Award Finalist Mission Madera Duphiney Financial Network LPL Financial Mission Madera strives to put faith into action
Read More
Read More

Michael J. Martin
2020 Global Impact Award Winner Be Like Brit ELM Wealth Management at Raymond James Be Like Brit serves the children
Read More
Read More

Scott Cohen
2020 Volunteer of the Year Award Finalist Camp Ronald McDonald for Good Times Northwestern Mutual Camp Ronald McDonald for Good
Read More
Read More

Maureen Kerrigan
2020 Volunteer of the Year Award Finalist Star Kids Scholarship Program RBC Wealth Management – U.S. Star Kids Scholarship Program
Read More
Read More

Brian Robinson
2020 Volunteer of the Year Award Winner The Florida Dream Center, Inc. UBS Financial Services, Inc. The Florida Dream Center
Read More
Read More

Tracye Caughell
2020 Lifetime Achievement Award Finalist Children’s Musical Theatre of Bartlesville, Inc. Caughell Rodgers Investments Commonwealth Financial Network The Children’s Musical
Read More
Read More

Lynn L. Chen-Zhang
2020 Lifetime Achievement Award Winner Western Michigan University Foundation Zhang Financial Charles Schwab, LPL Financial & TD Ameritrade Institutional Western
Read More
Read More

Carson Group
Employees: 176 Location: Omaha, NE Broker-Dealer: Cetera Advisor Networks Custodian: TD Ameritrade Institutional Top Executive: Ron Carson, CEO and FounderCarson
Read More
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Brighton Jones
Employees: 170 Location: Seattle, WA Broker-Dealer: N/A Custodian: Fidelity Clearing & Custody Solutions Top Executive: Jon Jones, CEOBrighton Jones of
Read More
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