Broker Check
The Minds Behind Associated’s Redesign

The Minds Behind Associated’s Redesign

August 03, 2021

Associated Financial Services & Investor Services has launched a new website to showcase the firm. The creative process behind the content and redesign was no simple task - after all the firm has reached a positive inflection point.

Over the past five years, Associated has reinvigorated it’s team by adding some of the brightest and experienced minds across the financial services industry. The advisor additions have included Evan Vladem, Shawn Wooden, Travis Ruane, and former broker dealer executives’ Patrick Farrel and Marcus Arneaud. Associated also brought on an Employee Benefits Leader in Logan Mondshein while beefing up it’s support staff. 

Since, the firm surpassed $1B in Assets Under Management and reached over 30 staffers under the leadership of Paul Vladem and Steve Fraidstern. The recent growth and expansion further solidifies the long-term strength of the company, which dates back to 1972.

The New Vision

The firms multiple service offerings gives Associated and it’s clients the ability to take a holistic approach to financial wellness (from 401k plans to health benefits and personal wealth). It’s a practice that has long-been-aimed to authentically inspire complete life wellness and happiness for the humans they work with. To further solidify the mantra, Associated rolled out an expansive Employee Financial Wellness Program for other local businesses. Wellness was at the core of the redesign.

The firm also made the decision to tie-up multiple services into three divisions, to easily integrate across the financial wellness process. The Business Division helps employers and it’s employees while the Individuals & Family Unit often helps many of the same business owners on their personal life financial matters and planning (everything from investments to budgeting and risk management). Associated showcased it’s cohesiveness within the new website.

Finally, the firms Sports & Entertainment Division was placed in focus with the redesign. The former Miami Dolphins standout turned advisor Shawn Wooden, NFLPA Registered Player Financial Advisor Luana Corral and long time sports industry vet Evan Vladem continue their mission of educating, protecting and guiding athletes. The firm has also worked with student athletes after the recent emergence of Name, Image, Likeness.

Clients can now access their client portals directly from the Associated website. The firm also gives recognition to its longtime partner, Marc Weiss, who unfortunately passed in 2020. In addition, they recognized the original founder of the firm, Ron Abraham. Both individuals, with Fraidstern and Vladem, laid an everlasting foundation that will continue at Associated.