Achievement will be recognized at annual conference in June
Harford Financial Group’s Adam Freeland, CFP ™, managing principal, and Melissa Mullan, CFP ™, lead advisor, have been named to the 2024 Circle of Excellence, the highest level of achievement recognized by their financial solutions firm, Cambridge Investment Research Inc. (Cambridge). Freeland and Mullan were also named to the inaugural Circle of Excellence in 2023.
This recognition is granted to financial professionals who have displayed strong leadership in their field as well as a commitment to upholding Cambridge’s core values of integrity, commitment, flexibility and kindness while providing exemplary service to their clients.
Cambridge’s Circle of Excellence qualification is earned by financial professionals who demonstrate their commitment to serving the needs of their clients, while maintaining an independent, service-driven mindset. Introduced in 2023, the Circle of Excellence distinction provides opportunities for financial professionals to meet other leaders in their field, gain exposure to new perspectives and continue to hone their skills and talents.
Freeland and Mullan will gather with other Circle of Excellence honorees in Vancouver, British Columbia, in June 2024. They will be joined by members of Cambridge’s senior leadership team, and the multi-day event will include networking sessions, industry speakers and exclusive educational opportunities. The event provides an opportunity for members to meet other independent financial professionals who have demonstrated an exemplary commitment to service, learn from industry leaders, discuss developments in financial services and hone their skills through sharing knowledge and ideas. Honorees will engage in community-building activities, share experiences and gain valuable feedback, make connections, gain in-depth insight into the latest developments and trends, and return to their practices with an ignited passion for serving their clients at the highest level.
“We are honored to have Adam Freeland and Melissa Mullan as Circle of Excellence qualifiers,” said Jeff Vivacqua, Cambridge president of growth and development. “Culture and success go hand in hand, and at Cambridge, we strive to provide a culture dedicated to service. Adam and Melissa have demonstrated their commitment to our core values and have a true passion for serving their clients. We strive to provide opportunities for our independent financial professionals to share different perspectives and collaborate with colleagues and peers to grow their leadership in the industry.”
About Harford Financial Group
The advisers at Harford Financial Group specialize in retirement income planning in Harford, Cecil and Baltimore counties. Cambridge Investment Research Inc. is the firm’s broker-dealer. A relationship-driven firm with a fully registered, licensed and professionally trained staff, Harford Financial Group is focused on building long-term, trusted connections that span a lifetime. Services include assisting clients with current and future savings, investment allocation, pension income, retirement income planning, Social Security and estate planning. For more information, visit HarfordFinancialGroup.com.
Note: Securities offered through Registered Representatives of Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors Inc., a Registered Investment Advisor. Harford Financial Group and Cambridge are not affiliated.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors Inc. – a large corporate RIA; and Cambridge Investment Research Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
Note: The Cambridge Circle of Excellence award in 2024 is based on personal and/or office production benchmarks established by Cambridge. This award is not based on investment performance or indicative of client experience.