Seventeen new families make up the first Milestone Rewards class of 2021

Posted in Resume Builders
Seventeen new families make up the first Milestone Rewards class of 2021

One of the best projects I’ve ever worked on in this industry is the creation and implementation of our Milestone Rewards program. Since that announcement five years ago, 419 client households have achieved the Milestone Rewards marker, accounting for some 40% of all existing client households. Which is why I am so proud to welcome these families into the Milestone Rewards group. So congrats to the first Milestone Rewards class of ’21. New wealth management clients joining us this spring will be receiving their Milestone Rewards letters from Barry in 2024.

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