Securities offered through LPL Financial, Member FINRA/SIPC, https://t.co/17C89y5LIt and https://t.co/ByaEosHXVhPlumTreeFinancial.com McLean, VAJoined May 2014
This weekend, we celebrate two sources of wisdom: books and grandparents.
At PlumTree Financial, we believe financial knowledge is a legacy worth sharing.
What is the best money advice a grandparent gave you? Share it with us!
#ReadABookDay#GrandparentsDay
Today we celebrate the beauty & importance of wildlife—from tiny insects to apex predators, every species matters. Let’s protect their habitats & support conservation.
What’s your favorite wild animal? Drop it in the comments! #WildlifeConservation#PlumTreeFinancial
September is a month of momentum! Catch Capital Markets insights, LPL Focus takeaways, our Topgolf client event, and a team Step Challenge that is keeping us on our toes. Read on! conta.cc/46decxY
Ready to boost your health and have a little fun this fall?
Join PlumTree Financial's September Step Challenge! Whether you are walking around the block or hitting the trails, every step counts.
Click the link for more details. conta.cc/45ITg1G
Happy Labor Day! Today, we honor the dedication, resilience, and contributions of workers across the nation. Thank you to those who continue working today to keep essential services running. Want to learn more about the history of Labor Day? Click here: conta.cc/3DIWHFA
August is Nat'l Investors Month! It is all about learning investing basics, taking control of your financial future & making informed, long-term decisions. Knowledge is your best investment. Download our Investors Basics Guide & invest in your future: conta.cc/45WDW0n.
Teamwork & Treats! Today’s team meeting was extra sweet – because we also celebrated Waffle Day! Great ideas, lots of laughs, and golden, fluffy waffles to top it all off. Who says work can't be delicious? #TeamTime#WaffleDay#TeamCulture#OfficeVibes#PlumTreeFinancial
National Financial Awareness Day, 8/14! A perfect reminder to check in on your financial goals, build smarter habits, and plan for the future. Whether you are budgeting, saving, or investing — every step counts toward financial freedom. Reach out to us if you need guidance.
🚨Our August newsletter is here.🚨 Explore the One Big Beautiful Bill Act & download a guide for investors. Review tutorial on going paperless. Review and download a Mid-Year 2025 Financial Checklist. Enjoy a feature on Court Tennis. Check out our events. conta.cc/3IZCouH
Join us on July 16 at 12 PM for our Midyear Market Outlook Webinar—get expert insights on what’s ahead for the markets.
👉 Plus, don’t miss the highlights from the new “One Big Beautiful Bill Act.”
🔗 Click the link to register and read more: conta.cc/4kAiBiC
Happy 4th of July! Today we celebrate freedom and the spirit that brings us together. Whether you are enjoying fireworks, a backyard BBQ, or time with loved ones—wishing you a safe and joyful Independence Day!
#FourthOfJuly#IndependenceDay#CelebrateTogether#PlumTreeFinancial
June 30, 2025 is the final day to submit your 2024–2025 FAFSA to be eligible for federal aid! Don’t miss other important deadlines! Some states and colleges have their own earlier cutoff dates—and aid is often first-come, first-served. For all deadlines: studentaid.gov
It’s Take Your Dog to Work Day – June 20th (1st Friday following Father's Day). PlumTree Financial is celebrating by sharing pics of our adorable four-legged co-workers — whether they are lounging in the office or curled up in our home offices. Workdays are just better with dogs!
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