As all of you know by now, our advisor, mentor, and friend, Marjorie Fox, will be retiring at the end of this year. What many of you don’t know is that she and the FJY team have been planning for her retirement and succession since she, Dan, and Jon founded the firm in 2006. While David’s death adjusted the timing of her exit a bit, we all have been working toward this day for a long time. The plan has always been to build a firm that would never rely on any one person, and to create an organization that was sustainable and carried on to future generations of clients AND advisors.
We are extremely lucky to have had a leader who has always placed the good of the clients or the good of the firm above her own interests. From creating a seamless succession plan, to empowering her employees and partners, to grooming young advisors – everything she has done has been with an eye toward creating a model firm for clients, for employees, and for her partners. The sole focus through it all is “what is the best thing for our clients.”
Learn from the Best
We are grateful to have had the opportunity to learn from one of the most respected advisors in our profession. Marjorie has been in the profession for more than 30 years and has a long list of accomplishments, including:
- One of the Most Influential Women to Watch in the profession (Investment News)
- Recipient of the National Capital Area’s (NCA) Financial Planning Association (FPA) Lifetime Achievement Award
- FPA NCA Planner of the Year
- Member of the National Association of Personal Financial Advisors (NAPFA) Board of Directors
- Member of the NAPFA Consumer Education Foundation (NCEF) Board of Trustees
- Washingtonian Top Advisor in the DC area
- Named one of Worth Magazine’s Best Financial Advisors
- Wall Street Journal expert panelist
Most recently, she was named the recipient of NAPFA’s flagship award, the Robert J. Underwood Distinguished
Service Award. This award is given to those with an outstanding record of service to NAPFA and the financial planning profession. Five members of the FJY family traveled to Philadelphia on the 16th of October to help Marjorie be recognized by her peers as she accepted the award. We couldn’t be more proud.
Currently, the FJY team has more than 140 years of combined experience in financial services. After Marjorie retires, the number will still be more than 100 years – that’s more than a century of experience at our still young firm! The team of advisors we have today learned from Marjorie how to cultivate, care for, and guide our clients through life’s ups, downs, and uncertainties. This team, the more than 300 client relationships we have, and this firm, which is truly respected and admired by our peers, are Marjorie’s legacy. Thank you for everything Marjorie – from ALL of us.