FAIRFIELD, IA – December 7, 2020 – Cambridge’s eighth annual Jim Guy Memorial Scholarship program is now open and accepting applications through February 15, 2021. The program will award two $1,000 educational scholarships; one will be awarded to the child of a Cambridge independent financial professional, and one will be awarded to a Cambridge associate or the child, grandchild, spouse, or immediate family member of a Cambridge associate.
Preference among applicants will be given to those pursuing an undergraduate degree focused in finance, business, journalism, marketing, or related field in keeping with Jim’s academic background and profession. The applicant or the applicant’s parent, grandparent, guardian, spouse, or immediate family member must be formally connected with Cambridge on or before February 15, 2021. Selection will be based on the following:
Minimum qualifications to be considered:
Criteria and weighting factors:
Application forms are available by emailing Cambridge’s Public Relations Team at firstname.lastname@example.org. Completed applications should be returned to the Public Relations Team no later than February 15, 2021. Qualified applications will be considered following the close of the application process with the intent that recipients will be announced in May of 2021. Funding will be provided to the applicable college, university, or technical school for the 2021 academic year.
The Jim Guy Memorial Scholarship program was established in 2014 in memory of Jim Guy, Cambridge’s executive vice president and chief marketing officer. In addition to his successful career as an independent financial professional and as one of Cambridge’s executive leaders, Jim also served as a passionate mentor and coach to many. These scholarships seek to strengthen his legacy while supporting young adults as they begin their own career paths.
Dan Sullivan, Cambridge’s executive vice president, Corporate Strategy, led the development of the Jim Guy Memorial Scholarship program. Dan and Jim shared more than 30 years as friends and independent financial professionals, including serving together as members of Cambridge’s board of directors.
About Jim Guy
Jim joined Cambridge’s executive group in 1999, and continued to lead his independent practice while providing senior executive leadership for Cambridge’s recruiting and marketing. Jim was instrumental in the early development of Cambridge’s fee-based programs, and he also focused on supporting and improving the independent financial professional’s business through practice management coaching, marketing initiatives, and product services. These scholarships allow us to remember our friend and colleague, share his passion for learning, and demonstrate a positive tribute to his memory.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately controlled independent broker-dealers in the country. Cambridge continues to be a multi-year honoree as a top workplace1 and broker-dealer2 of the year.
1The Top Workplace in Iowa, 2020 – 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.
2Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly owned subsidiaries of Cambridge Investment Group, Inc.