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Employee Spotlight: Carey Schwartzburt
Family Focus & Individual Achievement Almost eleven years ago, one year after completing her BFA in Graphic Design at SCAD and working in Atlanta, a young Carey Black longed for an opportunity to return to her beloved Savannah. Lucky for her, The Fiduciary Group understood the fundamental need for...
Employee Spotlight: Alex Morris
Originally from South Florida, Alex discovered his passion for investing while in college. He originally planned on a career in building construction but changed his mind after stumbling upon some of the writings of investing legends such as Warren Buffett and Peter Lynch. During his senior year at...
Advocates of Literacy
Bess Butler and Lee Butler, the founder of The Fiduciary Group, participated in the Savannah Rotary Read-In together on March 13th by reading the “Little Bear” book to first graders at May Howard Elementary. Bess and Lee gave a “Little Bear” book and a teddy bear to each of the 21 students in the...
Building Teamwork
Vince Lombardi said teamwork was… “Individual commitment to a group effort — that is what makes a team work, a company work, a society work, a civilization work.” Many famous coaches and company leaders agree that teamwork is vital to success. The two youngest members of The Fiduciary Group,...
An Altruist Among Us
Since arriving at the firm in 2008, Scott has been a key member of the investment team and has helped drive TFG’s growth over the past decade. Outside of the office, Scott’s impact on the local Savannah community has been just as significant. His commitment to bettering the community is exemplified...
Investing in Continuing Education
The Fiduciary Group is proud to announce that Shanon Royal has obtained her IACCP® compliance designation. Successful completion of the certification program demonstrates commitment to professional development of the knowledge, skills, and best practices required in administering the firm’s...
Oh No! The Big 5-0
Joel Goodman, Chief Investment Officer of The Fiduciary Group, celebrated his 50th birthday on September 12th. TFG celebrated this big milestone by decorating Joel’s office with an embarrassing amount of balloons and by serving up a birthday breakfast for the whole team to enjoy. There was plenty...
The Schwartzburt Family Grows!
Carey joined The Fiduciary Group in 2008. Since then, the TFG Team has had the pleasure of watching her marry her husband, Joseph Schwartzburt, and have three beautiful children. The most recent addition to their family is Piper Joan who was born August 4th at 11:12am weighing seven pounds and one...
The Team Continues to Grow!
The Fiduciary Group is excited to announce two additions to the TFG team: Brendan Flaherty and Bess Butler.
The Graduates’ Trillion Dollar Problem
Over the past few decades, student debt has transformed from a tool for accessing higher education to a significant obstacle preventing young people from accumulating wealth and saving towards retirement. According to a February 2017 report published by the Federal Reserve Bank of New York,...