Achievement recognized at annual conference in February. 

The 2026 Cambridge Circle of Excellence award is based on personal and/or office production benchmarks established by Cambridge. This award is not based on investment performance and is not indicative of client experience.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker‑dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Strategic Financial Services are not affiliated. Cambridge does not offer tax advice.

Key Elements of a Succession Strategy

The Spirit of Cambridge Award is given annually to independent financial professionals and associates who are dedicated to service while reflecting Cambridge's core values of integrity, commitment, flexibility, and kindness. Each year, Cambridge home office associates select three financial professionals and two associates from a pool of outstanding candidates who have been affiliated with Cambridge for at least 10 years.

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This Episode 209: Owning Your Decade on Cambridge Stronger features 2023 Spirit of Cambridge recipient, Regina Quirk, president and owner of Strategic Financial Services in Norwell, Massachusetts.

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