Berkshire Money Managemen Adviser Gains Designations

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DALTON, Mass. — Zack Marcotte, a financial adviser on the Berkshire Money Management team, has been awarded the Accredited Investment Fiduciary designation as well as the Accredited Wealth Management Advisor designation. 

The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. It is the culmination of a rigorous training program. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation. 

The AWMA designation requires completing a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives and culminates with a complex exam that encompasses "real life" situations. Designees must renew their designation every two years by completing 16 hours of continuing education.

"The financial world isn't getting any easier for families to navigate," Berkshire Money Management founder and CEO Allen Harris said. "Once upon a time, financial advisors just picked investments and called you once per quarter. People like Zack know that’s old school. Today we find that investors, especially those with more assets, need a suite of services."

A native of the Berkshires,Marcotte began working at BMM while he was still in high school. Over the next decade, he was an integral part of building the firm (literally) from the ground up. He attended MCLA while still working with the seasoned team at BMM and earned his bachelor of business administration. He now serves as a financial adviser specializing in retirement planning.

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Boys & Girls Club Announces Pebble Beach Golf Raffle

PITTSFIELD, Mass. -- The Boys and Girls Club of the Berkshires has announced that raffle tickets for a trip to the world renown Pebble Beach Golf Resorts located on the  Monterrey Peninsula of California are now available.
 
The winner will stay in the world class luxury accomodations at The Lodge at Pebble Beach which features an ocean side setting overlooking the famed 18th hole of The Pebble Bach Golf Links. The prize package includes one round for two of golf at the Pebble Beach Golf Links, and one round for two at Spyglass Hill Golf Course.
 
The Pebble Beach Course is recognized as one of the most beautiful courses in the world as it hugs the coastline and opens up to the Pacific Ocean and was the host of this year’s U.S. Open Championship.
 
The Spyglass Hill course is one of the most respected and revered courses in the world with views of the ocean and the natural beauty of the DeMonte Forest. The prize package includes up to $1,000 for airfare.  
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