06/02/2026
Please join us in congratulating Ari Levisman on her new role as Director of Growth for the Network Office Team!
Over the years, Ari has been an incredible asset to our Coral Gables office, bringing passion, dedication, and a genuine commitment to helping advisors succeed. In her new role, she will work alongside advisors across the agency, helping them grow, strengthen, and elevate their practices.
While we'll miss having Ari as part of the Coral Gables team, we're excited that her expertise, leadership, and talent will now have an even greater impact throughout The South Florida Group. Her ability to develop people, build relationships, and inspire growth makes her the perfect fit for this role.
Congratulations, Ari! We can't wait to see the positive influence you'll continue to make across our agency.
06/01/2026
A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. http://spr.ly/6188BBNCxM
05/28/2026
The Managing Directors of The South Florida Group recently spent a few days together in Arizona attending a conference focused on continued growth, leadership, and new ways to better support their offices and teams.
From valuable sessions and collaborative learning opportunities to spending quality time together outside of meetings, the trip was filled with moments that strengthened both knowledge and relationships. Building stronger friendships with one another only continues to create an even stronger leadership team for The South Florida Group.
05/26/2026
Congratulations to Inigo Escalante of The South Florida Group on being recognized as a Top 5 Full Time Developer nominee at Talent Works!
As a Developer, Inigo consistently goes above and beyond to support our advisors as they grow their businesses and continue meeting the needs of their clients. His dedication, hard work, and commitment to helping others succeed make a lasting impact across our organization.
We are proud to celebrate this well-deserved recognition and excited to see all the continued success ahead for Inigo!
05/25/2026
This Memorial Day, we observe with deep gratitude and reverence those who gave their lives for freedom.
05/20/2026
Congratulations to John Wagner on recently earning his MBA! 🎓
As TSFG’s Junior Accountant, John plays an important role in supporting our entire team and helping keep our offices running smoothly every day. His dedication to continuing his education while making an impact across the organization is a reflection of his strong work ethic and commitment to excellence.
We’re proud to celebrate this incredible accomplishment and excited to see all that’s ahead for him. Congratulations, John!
05/19/2026
As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy crisis. The answer is yes, but only at the index level. In reality, the answer is far more nuanced. Northwestern Mutual Wealth Management Company CIO Brent Schutte addresses this question and more in the latest Weekly Market Commentary. http://spr.ly/6184BBAQbk