Puritan Financial adds Cheryl Banner to their Wealth Management Team
January 19, 2010 (PRLEAP.COM) Business NewsPuritan Financial Companies, Inc. announced recently that Cheryl Banner, previously with the Puritan Financial Group review department, will be joining the Puritan Wealth Management Group. Cheryl has spent the previous two years as a review agent with Puritan Financial Group and brings 18 years of insurance experience to her new position. She also holds Series 6, 62, and 65 securities licenses.
Prior to entering the Financial Planning profession she utilized her Marketing and Management degrees to work as a Management Consultant. For six years she created and implemented corporate strategies designed to improve performance and revenue for Fortune 500 Companies.
Building upon her management consulting experience, Cheryl is dedicated to addressing the financial needs of individual clients and their families and is proud to be representing Puritan's Wealth Management group.
"It is my desire to provide top rate Financial advice and service to all my clients and their families." Cheryl Banner, Puritan Wealth Management Group.
Cheryl will be servicing clients that reside in the Tennessee area.
About Puritan Financial Companies:
Puritan Financial Companies is a leading provider of financial solutions for clients beginning in their peak earning years and continuing through retirement, helping them to accumulate, protect and transfer wealth. Puritan Financial Companies has just over fifty thousand client households and operates in 14 states throughout the country. Puritan Financial Companies, Inc. is a privately owned holding company that has four operating subsidiaries that include a Registered Broker Dealer (Puritan Brokerage Services, Inc.); a registered Investment Advisor (Puritan Investment Advisors, Inc.); a multi-state licensed insurance agency (Puritan Financial Group); and a life insurance company (Puritan Life Insurance Company). For more information about Puritan Financial Companies products and services, please visit www.puritanlife.com.
This press release includes statements that may constitute "forward-looking" statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements inherently involve risks and uncertainties that could cause actual results to differ materially from the forward-looking statements. Factors that could cause or contribute to such differences include, but are not limited to, continued acceptance of Puritan's products and services in the marketplace, competitive factors, changes in regulatory environments, and other risks. Puritan does not undertake any obligation to update or publicly release any revisions to any forward-looking statements to reflect events, circumstances or changes in expectations after the date of this press release.