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Delegate Advisors Recognized By San Francisco Business Times for Fourth Consecutive Year

Delegate Advisors Recognized By San Francisco Business Times for Fourth Consecutive Year

by delgate subadmin | Apr 27, 2021 | Awards

We are pleased to announce that Delegate Advisors has been named among the Largest Bay Area Wealth Management Firms by the San Francisco Business Times. This marks the fourth consecutive year that Delegate has been included on this annual list. The list recognizes the...
Morgan Tarr Participates in Leukemia & Lymphoma Society’s Woman of the Year Fundraiser

Morgan Tarr Participates in Leukemia & Lymphoma Society’s Woman of the Year Fundraiser

by delgate subadmin | Apr 15, 2021 | Uncategorized

As part of the Delegate Advisors mission to encourage its employees to positively contribute to society, Morgan Tarr, Director of Advisory Services at Delegate Advisors, has elected to participate in The Northern California Region of the Leukemia & Lymphoma...
Delegate Named Among Top Financial Advisors in Greensboro, Chapel Hill & Winston-Salem, NC

Delegate Named Among Top Financial Advisors in Greensboro, Chapel Hill & Winston-Salem, NC

by delgate subadmin | Apr 12, 2021 | Awards, News/Media

We are pleased to announce that Delegate Advisors has been named on AdvisoryHQ’s 2021-2022 ranking of the Top 10 Financial Advisors in Greensboro, Chapel Hill and Winston-Salem, North Carolina. This list rates each of the year’s top 10 firms based on a star system,...

Recent Posts

  • Delegate Advisors Shortlisted for the 2024 Family Wealth Report Awards
  • Delegate’s Favorite Things: 2024 New Year Edition
  • Andy Hart in American Banker: Is Portability the Cure to the Mortgage Market’s Woes?
  • Andy Hart in Reuters: How to Solve the U.S. Housing Problem 
  • Delegate’s 2023 Investment Mid-Year Outlook

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    CHAPEL HILL, NC

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    919-932-8400

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