This is part 1 of our AGT Roundtable. We’ve gathered 4 members of Bogart Wealth’s Advisor Growth Track – Nick Conforti, Victoria Holcom, Elise Wente, and Nate Vandemeulebroecke – to sit and chat about their experiences as AGT associates and young professionals in the industry.

In this video, AGT Associate Nate Vandemeulebroecke explains some financial basics pertaining to millennials, including building a budget, establishing an emergency fund, managing debt, borrowing money, and more.

In this video, AGT associate Asima Aleem, from Bogart Wealth’s The Woodlands, Texas Office, walks us through how to read your first paycheck.

For Financial Literacy Month in April 2024, watch AGT associate Victoria Holcom’s presentation on Credit and Investing 101. Learn the basics in this introduction to credit scores and reports, savings accounts, investment accounts, and retirement planning.

For Financial Literacy Month in April 2024, watch AGT associate Luke Leonard’s presentation on Personal Finance 101. Learn the basics of personal finance in this introduction to monthly budgets, bank accounts, credit, taxes, and more.

Here’s a glimpse into the Advisor Growth Track program powered by Bogart Wealth, a professional growth and training program for both emerging talent and experienced financial advisors that takes place in conjunction with employment at Bogart Wealth. Each year, a handful of professionals are enrolled in the AGT program with the goal of learning what it’s like to work “all the stations” in a successful and growing financial services firm.