Monty Earns Accredited Investment Fiduciary® (AIF®) Designation

COLCHESTER, VT, January 11, 2023 – Timothy A. Monty, Managing Partner of Professional Financial Associates, LLC (PFA) has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.

“This designation just reaffirms my commitment to the highest fiduciary standards,” Monty said.

Monty is a Series 7, 63 and 65 registered representative, specializing in financial planning, wealth management and insurance planning. He now leads a comprehensive financial planning and investment solutions team, 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.

Fi360 is accredited by the American National Standards Institute (ANSI) for the AIF® Designation.

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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Professional Financial Associates, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500. CRN202601-3436490

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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