Stonegate Financial

We're excited to announce our 2026 Stonegate Financial Fall Event!

Join us on October 8th at Prestonwood Country Club as we welcome Jess Ekstrom, bestselling author, entrepreneur, Forbes Top Rated Speaker, and founder of Headbands of Hope.

Drawing from her book Making It Without Losing It, Jess will share insights on pursuing success, finding balance, and staying connected to what matters most.
We can't wait to spend an inspiring evening with our clients, guests, and community.

Reach out to Jillian Clay at 919-460-4688 or [email protected] with any questions. RSVP here: https://hk786.infusionsoft.app/app/form/fall-event-2026-linkedin

Back-to-school season is here! We're celebrating some exciting milestones for our Stonegate kids this year:

• Lyra joined the Pre-K class
• Sutton & Henry started Kindergarten
• Addie started 4th grade

Wishing all students, teachers, and families a wonderful school year filled with learning, growth, and new adventures!

Garrett officially hit the one-month milestone on the 13th, and what a busy month it has been! From settling into life as the newest Stilley to stopping by the office to meet his Stonegate family, he's already been making the rounds. So far, Garrett looks and sounds a lot like his oldest brother Henry, but we're excited to see if more of Pierce starts to appear as he grows. Time is flying for this family of five!

We are excited to share that Alex Greene & Trey Stilley have been named to the 2026 edition of the Forbes list of Best-in-State Next-Gen Wealth Advisors! See the full rankings here: https://www.forbes.com/lists/best-in-state-next-gen-advisors

2026 Forbes Best-in-State Next-Gen Wealth Advisors, developed by Shook Research, is based on the period 3/31/25 to 3/31/26 and was released on 8/11/26. 53,000 nominations were received and 2,171 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4z1aHHr. Please see https://www.forbes.com/lists/best-in-state-next-gen-advisors for more info.

Atlantic Beach treated the Greene family well last week!

Alex, Lane, and Lyra enjoyed a fun week with family, and Lyra was definitely living her best beach life!

Dollar-cost averaging is a simple investment strategy that can help take the guesswork out of investing and keep you focused on your long-term goals.

Click below to hear Avery explain how investing a fixed amount at regular intervals can help you stay disciplined through market ups and downs while potentially lowering your average cost over time.

We hope you find this overview helpful as you continue building toward your financial future

www.raymondjamesconnect.com keap.page

Henry & Pierce are excited to introduce you to their new little brother, Garrett Stilley! He was born on July 13th weighing 9lb 8oz.

We are so happy for Trey, Ann Garrett, and the boys!

As we move into summer, we're excited to share our latest quarterly newsletter with you!

Inside, you'll find an update on what's been influencing the markets lately, along with a reminder of why maintaining a long-term perspective remains so important during periods of uncertainty. We're also highlighting how different types of accounts are treated when passed down, sharing a few team updates, and including a save‑the‑date for our Client Appreciation Event on October 8th featuring Headbands of Hope Founder, Jess Ekstrom.

We hope you enjoy this issue and feel free to pass it along to anyone who might find it helpful. Wishing you a wonderful Fourth of July and a great start to the holiday weekend.

Click to read fmgsuite.com

Alex enjoyed a couple of days at Raymond James headquarters in St. Petersburg, FL catching up with fellow financial advisors, sharing best practices, and attending a conference focused on bringing the best portfolio solutions to our clients!

Bonus was getting to see the recently renovated, state-of-the art meeting space!

We had a special guest come in for a meeting today! We always love when clients bring their fur babies in with them.

Luna was excited to meet a new friend!