As we drift into cooler weather we have a few exciting announcements for you!

Around the Community: Fall cleaning, stepping in, and stepping up

On October 7th team members wore pink to support the Pink-out for Making Strides Albany’s Breast Cancer Awareness campaign. The Atlas team rallied together to fundraise for Making Strides Albany and raised over $1,000, and will continue their efforts until the end of the month to continue to raise awareness. By supporting the Making Strides movement, individuals can help secure research funding for the American Cancer Society to continue their fight. For more information on Making Strides and the American Cancer Society, visit Learn About | American Cancer Society (acsevents.org).

Team members of Atlas were able to gather and support maintenance efforts at the Ronald McDonald House Charities of the Capital Region. During these visits, team members got to see firsthand the kind of experience and services families supported by RMHC-CR are given. To say it was a privilege to help them for those days wouldn’t speak enough to the experience. Team members grabbed rakes, wheelbarrows of mulch, paint brushes, and even the occasional power tool to help restore the grounds of the “House that Love Built” for families to stay in.

On September 21st team members took in some fresh air and laced up their sneakers to bring awareness for the “Read for RMHC-CR” by participating in the “Rainbow Read Run.” Due to health and safety concerns, the run was held all month long virtually. Read for RMHC-CR is a reading-based community service program that empowers elementary and middle school students to develop lifelong reading comprehension skills while supporting children and families of the Capital Region. This along with other efforts to come are just a small part we can play to help support the RMHC-CR team and the families they serve.  For more information, you can visit… Read for RMHC-CR – Ronald McDonald House Charities of the Capital Region (rmhcofalbany.org).

Gershwin in the Roaring Twenties…

Atlas is proud to a be corporate sponsor of the Albany Symphony.  On February 26, 2022, award-winning concert pianist, Kevin Cole will be presenting the long awaited performance set to transport the, in-person, audience back to the Jazz age… Performing familiar songs in their original stylings such as George Gershwin’s iconic Rhapsody in Blue and other classics. This performance is being held at Troy Music Hall, Troy, NY. For more information on this program visit Kevin Cole Returns – Gershwin in the Roaring 20s | Troy Savings Bank Music Hall (troymusichall.org)

In Case You Missed it…

Atlas Team Member Updates

Please join us in welcoming our newest team members ― Katie Prevendoski and Michael Hughes.

As a Client Services Specialist, Katie, works directly with clients supporting Wealth Management Advisors to respond efficiently to client needs.  Katie comes to Atlas with a background in the financial services industry.  Katie is in the process of completing her bachelor’s degree in Business Administration and enjoys spending time with her son and cats. Learn more about Katie here.

In Michael’s current role as a Client Services Team Assistant, he works with our Client Services team to serve our clients’ needs and to provide operational support throughout the firm. Michael comes to Atlas with experience in product operations and data maintenance. In his free time, you can find him on a pitching mound or coaching baseball –  his favorite sport. Learn more about Michael here.

Reminders:

  • DocuSign and Advice Pay:  Atlas has fully embraced using tools that can help make the client experience more efficient and streamlined. DocuSign is available to allow clients the ability to conveniently sign most of our documents electronically.  In addition, Atlas now uses Advice Pay as an alternative to paper checks to pay for financial planning and/or tax preparation services.
  • Shredding is back! Secure shredding services are open to clients again, during our Albany office hours, as a service to get rid of documents collecting dust over these past 18 months.  Office hours: Monday through Friday 8 – 4:30 PM ET.
  • Atlas Drop Box – Atlas maintains a secure drop box outside of our main entrance for clients that prefer an alternate way to deliver their documents.

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