TradePMR Completes 20th Anniversary Charitable '20-for-20 Initiative'

The company celebrates milestone by organizing and participating in 20 service projects throughout 2018 and exceeds expectations

TradePMR Completes 20th Anniversary Charitable '20-for-20 Initiative'

When TradePMR, a custodial and brokerage-services provider dedicated to serving registered investment advisors (RIAs), announced their plans earlier this year to celebrate its 20th anniversary by organizing and participating in 20 service projects, all led and staffed by TradePMR employees, it sounded like an ambitious goal. Today, the firm announced that is has completed 22 service projects in 2018 throughout the community of Gainesville, Florida.

“As a company, we take great pride in our white glove service,” said TradePMR founder and CEO Robb Baldwin. “The 20-for-20 Initiative allowed TradePMR to extend this cultural point of pride to the communities in which we work and live. We are excited to have dedicated our 20th year in business to this focus on community service.”

Projects were selected by employees, led by employees and supported a variety of causes including health, education, family services, pediatric cancer research, mental health, women’s issues, breast cancer research and animal well-being. Among the recipients were the Ronald McDonald House, Boys and Girls Club, Alex’s Lemonade Stand, Lyrics for Life, Tyler’s Hope, NAMI and March for Babies.

As part of the initiative, TradePMR executives and team members hosted several events for families residing at the local Ronald McDonald House. Catherine Sibrey, manager, cashiering at TradePMR, led the Ronald McDonald House service project. “Volunteering is a true passion of mine and to be able to share that passion with my co-workers is a rare privilege,” Sibrey said. “I’m so grateful to work for a company that supports the community and provides tools and resources that enable our community and its members to thrive.”

A comprehensive recap of their contributions will be shared at TradePMR’s 2019 Synergy Conference, which takes place May 22-24, 2019, in West Palm Beach, Florida, at the Eau West Palm Beach Hotel. “I am inspired every day by the people with whom I work and the advisors TradePMR serves,” Baldwin continued. “I can’t wait to share more highlights of our 20th anniversary and this successful year-long charitable campaign.”

For more information on how to be present for the 20-for-20 Celebration at the 2019 Synergy Conference, visit http://synergy.tradepmr.com/.

ABOUT TRADEPMR
For more than two decades, TradePMR has worked exclusively with growth-minded independent registered investment advisors (RIAs) helping to provide the innovative technology tools and support needed to transform their businesses. The privately held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Florida, works to streamline fee-only investment advisors’ operations through comprehensive custodial, operational and trading support. For more information, visit www.TradePMR.com.

Follow TradePMR on TwitterFacebook and LinkedIn for the latest news, updates and event information.  

Securities offered through Trade-PMR Inc., member FINRA/SIPC. Custodial services offered through First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. TradePMR and First Clearing are not affiliated.

MEDIA CONTACT:
Jessica Taylor Shores
Impact Communications Inc.
(800) 974-7753
jessicashores@impactcommunications.org

Source: TradePMR


Categories: Financial News, Philanthropy

Tags: 20-for-20, 20th Anniversary, charitable, RIAs, Robb Baldwin, TradePMR, white glove service


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Leesy Palmer
Director Media Relations, Impact Communications