The Pelora Group

The Pelora Group Helping financial professionals navigate successful futures for themselves and their clients.

09/03/2026

Create focus.
Be confident.
Find a mentor.

These are just a few pieces of career advice we'd give our younger selves.

It's important to reflect on what we've learned through past experiences, and how these lessons can create growth moving forward!

Join us for a relaxed, professional morning of networking and valuable conversations! ☕ 🌟 Our speaker this month is Jame...
09/02/2026

Join us for a relaxed, professional morning of networking and valuable conversations! ☕ 🌟

Our speaker this month is JamesQ Dean, Business Development Manager with The Pelora Group and Founder of JD Financial Group and Associates Inc.

Make sure to RSVP at the link below!

📆 : Thursday, September 10th | 9AM - 10:30AM

📍 : Great Wagon Road Coffee Co. | 110 Shallowford Village Court, Lewisville, NC 27023

👉 : RSVP - https://www.eventbrite.com/e/1991939215816?aff=oddtdtcreator

We're thrilled to announce that Rebekah Miller has been promoted to Marketing Manager & Advisor Marketing Specialist at ...
09/01/2026

We're thrilled to announce that Rebekah Miller has been promoted to Marketing Manager & Advisor Marketing Specialist at The Pelora Group!

In her new role, Rebekah will continue supporting our advisors and their businesses, while taking on an expanded role within our marketing team. Rebekah's passion for helping advisors grow, combined with her genuine care for those around her, makes her an invaluable part of our organization. She leads with kindness and serves with intention.

Join us in celebrating Rebekah, and this well-deserved promotion! 👏

Be, Breathe, Balance🧘 As we continue our wellness month celebration, a few of our staff joined a yoga class at Feel Bett...
08/31/2026

Be, Breathe, Balance🧘

As we continue our wellness month celebration, a few of our staff joined a yoga class at Feel Better Yoga Studio!

It was intentional time to simply be, breathe, and find balance… in tree yoga pose and beyond.

Congratulations to Ross Vaden for being named a First Year Rising Leader and to Gerry Malmo for successfully passing the...
08/28/2026

Congratulations to Ross Vaden for being named a First Year Rising Leader and to Gerry Malmo for successfully passing the Series 7 exam. 👏

We're proud to celebrate your accomplishments and remain dedicated to supporting your continued professional development!

Evolve is a word Jody Rhyne uses a lot in his practice. “When I did my first client appreciation event, it was, ‘How do ...
08/25/2026

Evolve is a word Jody Rhyne uses a lot in his practice.

“When I did my first client appreciation event, it was, ‘How do I get people to send us more business?’ because I’m trying to grow. Fast forward almost 35 years later, it’s helping clients and families understand that another generation of advisors is prepared to continue supporting their planning needs.”

Client appreciation events help strengthen client relationships, while reinforcing the long-term relationships advisors build with clients and their families.

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A huge thank you to our keynote and guest speakers at this year's Annual Advisor Accelerator! ✨ Our speakers shared insi...
08/24/2026

A huge thank you to our keynote and guest speakers at this year's Annual Advisor Accelerator! ✨

Our speakers shared insights on continued growth personally and professionally, AI advancements within the financial industry, practices to pursue your goals, and much more.

We're grateful for their partnership and investment in our advisor's growth!

08/21/2026

➡️ What keeps you focused on your why?

➡️ What helps you stay grounded?

➡️ What strengths or experiences have shaped who you are today?

These are a few questions we asked ourselves as we celebrated Wellness Month!

We nourished our mind, body, and spirit through creating a visible reminder of our why, eating healthy food, and learning about our company Chaplain service. 😊

If you were to create a visible reminder for your desk of what motivates you, keeps you grounded, and inspires you to move forward, what would it be?

08/18/2026

Great client experiences are often the result of intentional decisions and thoughtful planning made long before a client meeting takes place.

Our client service model exercise is designed to promote consistency, support teamwork, and enhance client experience.

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Address

4350 Congress Street, Suite 300
Charlotte, NC
28209

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5:15pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17045579600

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