Puritan Financial adds John Reed to their Wealth Management Team
January 21, 2010 (PRLEAP.COM) Business NewsPuritan Financial Companies, Inc. announced recently that John Reed will be joining the Puritan Wealth Management Group. John is a Certified Life Underwriter (CLU) and received his undergraduate degree in Business from Ball State University. In addition to this course of study and his subsequent studies at The American College, John has extensive experience in Business Management and has been dedicated to addressing the financial needs of individuals and businesses since 1991.
In addition to his Series 7/66 securities license, John also holds a life/health license. He is active in the Society of Financial Service Professionals and the Estate Planning Council.
"In today's ever-changing financial landscape, I am repeatedly reminded of the importance for individuals and businesses to seek out sound financial advice for their wealth management goals. The partnership with a trusted and independent financial advisor is the foundation of a solid financial future." John Reed, Puritan Wealth Management Group.
John will be advising clients in the Pittsburgh 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.