Stonegate Financial

09/02/2026

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!

08/17/2026

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!

08/12/2026

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.

08/07/2026

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!

07/24/2026

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

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07/17/2026

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!

07/01/2026

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.

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06/26/2026

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!

06/25/2026

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!

06/18/2026

What if your financial plan could grow into something bigger than just numbers on a page?

In our latest video, Plant Your Financial Seeds: Grow a Legacy with Stewardship, Trey explores how viewing your wealth through the lens of stewardship can help you create a more meaningful and lasting impact.

Click below to learn how a thoughtful approach to planning can:
• Encourage a long-term vision that benefits future generations
• Strengthen the communities around you
• Bring greater purpose and fulfillment to your financial journey

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