FAIRFIELD, IA – December 3, 2018 – Cambridge is pleased to announce the sixth annual Jim Guy Memorial Scholarship program is now open and accepting applications through February 20, 2019. The program will award two $1,000 educational scholarships, with one awarded to the son or daughter of a Cambridge associate and the second awarded to the son or daughter of a Cambridge independent financial advisor.
The applicant’s parent must be formally connected with Cambridge as an associate or independent financial advisor as of February 20, 2019. Preference among applicants will be given to those pursuing a field of study focused on journalism, finance, business, or woodworking in keeping with Jim’s academic background, profession, and personal interests. Selection will also be based on the following criteria and weighting factors:
Application forms are available through Cambridge by email at firstname.lastname@example.org. Completed applications should be returned to Cambridge for the attention of the firm’s Public Relations Team no later than February 20, 2019. Qualified applications will be considered immediately following the close of the application process with the intent for funding to be announced in May of 2019. Funding will be provided to the applicable college, university, or technical school for the summer or fall terms of 2019.
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 advisor 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.
Cambridge Executive Vice President Dan Sullivan led the development of the Jim Guy Memorial Scholarship program. Dan and Jim shared more than 30 years as friends and independent advisors, including serving together as members of Cambridge’s board of directors.
Jim Guy 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 advisor’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 reflect a positive tribute to his memory by supporting promising college students.
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: advice solutions, technology solutions, platform choice and business structure solutions, consulting solutions, and outsourcing solutions. 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.
Cindy Schaus (email@example.com)
First Vice President, Public Relations and Creative Marketing, 641-780-3954
Nick Mitchell (firstname.lastname@example.org)
Morgan Von Ahsen (email@example.com)
Senior Director, Public Relations and Creative Marketing, 641-470-1166
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.