Stonegate Financial

Had the sweetest time celebrating Trey & Ann Garrett as they prepare to welcome baby boy #3 in July!

So much love for this growing family. We can't wait to meet their newest little guy!

Last week we celebrated two very special milestones at Stonegate!

Congratulations to Henry Stilley and Sutton Clay on graduating preschool last Thursday, May 21st. We couldn't be more proud of these sweet kiddos and their bright futures ahead!

We had such a great time at our annual Ice Cream Social with Two Roosters!

Thank you to everyone who came out and spent the evening with us. We are already looking forward to next year!

Our advisors spent the week at the Raymond James Elevate Conference in Las Vegas. It was a great opportunity to learn, exchange ideas, and engage with industry leaders (with a memorable keynote from Jay Leno!).

As our industry evolves in the age of AI, we are committed to continuous improvement so we can better serve our clients – while most importantly keeping personal relationships at the center of everything we do.

Inflation is a word we hear often, but what does it really mean for your wallet and your future?

Click below to learn about the basics of inflation, why it happens, and how it can impact your financial decisions.

www.raymondjamesconnect.com keap.page

We are about 2 weeks away from our annual Ice Cream Social!!

Who else is excited for some Two Roosters Ice Cream?! We look forward to seeing you on May 14th!

Spring is officially here and with it, our April quarterly newsletter!

Inside, you'll find a quick look at what's been happening in the markets this year and why staying patient and disciplined still matters, especially when things feel a little uncertain.

We're also sharing ideas for how to make the most of a tax refund (if one's coming your way), a few fun team updates, and some exciting save the dates we hope you'll join us for, starting with our annual Ice Cream Social on May 14th!

We hope you enjoy this edition!

Click to read amazonaws.com

We're excited to invite you to our Clear the Clutter: Shred It, Recycle It! event on Saturday, March 28th from 9am – 11am right here in the Stonegate Parking Lot at 204 Towne Village Drive.

This event is a great opportunity to safely shred sensitive documents with Proshred and responsibly recycle unwanted electronics, appliances, plastics, and other household items with Anything With a Plug.

Since this is our first time hosting Anything With a Plug, we've included a simple "What We Accept vs. What We Don't" graphic below. This quick reference outlines exactly which items can be recycled, and which items cannot be accepted at this mobile drop-off. We encourage you to review it in advance to ensure your items meet the recycling guidelines.

We were happy to see those of you who are local and could attend our 2026 Forecast event, and we missed those who weren't able to join us!

Since not everyone can make it in person, we recorded the presentation and wanted to share the link with you below. Feel free to pass it along to anyone who may be interested.

www.raymondjamesconnect.com keap.page

We're excited to share some joyful news from the Stilley family! Trey and his wife, Ann Garrett, are thrilled to announce that they are expecting a new baby boy.

Baby is due to arrive in July 2026, and big brothers Henry and Pierce are already looking forward to welcoming him into the family.

To make the announcement even more special, Trey is sharing the family's reaction to finding out they would be welcoming their third boy! Watch below to enjoy the moment.

www.raymondjamesconnect.com keap.page