Trabulsy Passes General Securities Representative Exam

COLCHESTER, VT, March 1, 2022 – Professional Financial Associates, LLC (PFA) in Colchester is pleased to announce that Abraham Trabulsy has successfully passed FINRA’s Series 7 General Securities Representative Exam.

Abraham Trabulsy

The Series 7 exam measures the degree to which each candidate possessed the knowledge needed to perform the critical functions of a general securities representative, including sales of corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities. One must pass the Series 7, known to be the longest and most difficult of the securities exams, before taking any additional exams offered by FINRA.

Trabulsy is a graduate of the Grossman School of Business at the University of Vermont. Since joining the PFA team in mid-2020, he has supported both the financial planning and wealth management portion of the business. When not working, Trabulsy is a volunteer and a summer week staff member for Camp Ta-Kum-Ta, a local camp for pediatric cancer patients, where he was a camper in his youth.

PFA is a comprehensive financial planning and investment solutions firm, providing individual and business clients with a broad range of services and products specifically designed to help meet their financial needs. For more than a decade, PFA’s experienced advisors and staff have helped clients identify passions and priorities, craft robust financial plans and live their best lives.

CRN 202412-1758017

Reyes Earns National Certification

COLCHESTER, VT, September 1, 2021 – Melissa Reyes, Marketing Director for Professional Financial Associates, LLC (PFA) in Colchester, Vermont, has earned the Certified Financial Marketing Professional (CFMP) certification from the American Bankers Association (ABA).

“This achievement confirms Melissa’s experience and depth of knowledge in the financial marketing arena,” said PFA Managing Partner, Timothy Monty. “She continues to be leader in our organization and a valuable asset to team members, industry associates and clients.”

The CFMP certification is awarded to individuals who demonstrate excellence in the field of financial services marketing. To qualify for certification, individuals must have certain levels of experience and education in the financial services marketing profession, pass a 3-hour exam and agree to abide by a code of ethics. The CFMP exam covers many areas including financial principles, laws and regulations, market research, characteristics of marketing plans, and marketing components.

Reyes has more than 20 years of experience in strategic marketing and client experience management. Before joining the PFA team in 2016, Reyes led marketing efforts at a top local real estate firm, a professional trade association and a marketing/advertising company. She also spent many years as a reporter, designer and editor at newspapers throughout the United States. Melissa has a BA in Public Relations and Recreation from Western Kentucky University and studied in the University of Northern Colorado's Sports Marketing Graduate Program.

PFA is a comprehensive financial planning and investment solutions firm, providing individual and business clients with a broad range of services and products specifically designed to help meet their financial needs. For more than a decade, PFA’s experienced advisors and staff have helped clients identify passions and priorities, craft robust financial plans and live their best lives.

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Trabulsy, Billings Join Professional Financial Associates

COLCHESTER, VT, January 19, 2020 - Professional Financial Associates, LLC (PFA) in Colchester is pleased to announce the addition of financial representatives Abraham Trabulsy and Kylie Billings to its team.

Abe Trabulsy is a recent graduate of the Grossman School of Business at the University of Vermont. During his four years at UVM, Abraham was a member of the Student Affairs Advisory Board, acting as a representative of the greater student body. As a managing and founding member of the Green Mountain Investment Fund, he helped to successfully manage a small percentage of the UVM endowment. Since joining the PFA team in mid-2020, Abe has supported both the financial planning and wealth management portion of the business.

When not working, Trabulsy is a volunteer and a summer week staff member for Camp Ta-Kum-Ta, a local camp for pediatric cancer patients, where he was a camper in his youth. The Colchester native is an active volunteer for the Vermont Welcome Wagon Project, where provides marketing and administrative support.

Kylie Billings has worked within the financial services industry since graduating from the University of Vermont in 2018. At UVM, she graduated with a bachelor’s degree in Business, a concentration in Finance, and minors in both Economics and Statistics. Prior to her work at PFA, Billings helped both individual and business clients with their banking, lending, and investing needs. Her favorite thing about the financial services industry is the ability to help clients set and achieve their goals. Additionally, she is currently enrolled at Champlain College pursuing her MBA.

Kylie, also a Vermont native, is also involved in a number of community and professional organizations, such as Integrity BNI, COTS (Committee on Temporary Shelter) the Vermont Welcome Wagon Project.

“Abe and Kylie are smart, hard-working and driven young professionals and we look forward to introducing them to our clients and partners,” said PFA Managing Partner, Tim Monty. “I am confident that with their help, PFA can continue to help clients achieve their financial dreams.”

PFA is a comprehensive financial planning and investment solutions firm, providing individual and business clients with a broad range of services and products specifically designed to help meet their financial needs. For more than a decade, PFA’s experienced advisors and staff have helped clients identify passions and priorities, craft robust financial plans and live their best lives.

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CRN202301-276636

Professional Financial Associates, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, Member SIPC.org ( www.sipc.org ) or its affiliated companies. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500.